Professional services
AI receptionist for accountants and bookkeepers
The short answer
Last updated
For accountants and bookkeepers
Tax deadline week. The phones are ringing just when you have to get the work done.
Accounting practices get their busiest phone days right before IRD deadlines. That's also when anxious clients call about letters from IRD and payroll problems.
- Calls peak right before tax deadlines, when you need to focus
- Clients panic about IRD letters and want answers straight away
- A payroll failure before payday can't wait
- "What do you still need from me?" calls interrupt your work
How FirstVoice fixes it
FirstVoice handles routine calls, and makes sure IRD deadlines and payroll problems reach you the same day.
- Asks the client name, business name and what they need
- For IRD letters, takes the letter type and deadline, and can text a link to upload a copy
- Flags payroll that hasn't gone out, or a deadline within days, to you straight away
- Never interprets tax or gives advice, and books a callback instead
- Books new client meetings and takes questions about fees or invoices
Calls we handle
Calls accountants and bookkeepers get, answered.
Answered day or night, with the caller's details sent straight to you.
- New client enquiries (sole trader, company, rental property, trust)
- IRD deadlines, provisional tax and GST questions
- Booking annual accounts meetings
- Clients returning documents or asking what's outstanding
- Fee and invoice queries
- Payroll problems
Urgent calls
Escalated to you.
These don't wait for the end-of-call summary. You're told straight away.
- IRD audit or demand letters with deadlines
- Payroll failure before payday
- A business in financial distress
- Deadline-day filings
Software
Works with Calendly, Karbon, FYI, Ignition and more.
Calendly
Books directlyYes. FirstVoice connects to Calendly, checks your real free times and books the caller into your Calendly event during the call.
How it connects to CalendlyKarbon
Syncs every callKarbon users can have a work item or contact created directly via Karbon's public API after every call, though there's no calendar/availability endpoint.
How it connects to KarbonFYI
Connects via automationFirstVoice can add clients, jobs, tasks and file notes to FYI from every call. It connects through an automation tool now, and directly once FYI approves it.
How it connects to FYIIgnition
Connects via automationFirstVoice can connect to Ignition via Zapier to automatically create new client records and deals after a call, without requiring direct API access.
Also: TaxDome, Xero Practice Manager.
What a missed call is worth
Typical prices for accountants and bookkeepers in NZ.
$1,500-$4,000 per year for small-business annual accounts and tax (estimate)
Estimate
Missed-call calculatorFAQ
Accountants and bookkeepers: questions.
Can an AI receptionist handle the phones during tax season?
Yes. It answers overflow calls when your team is flat out, takes detailed messages, books appointments into Calendly or your calendar and flags urgent calls, like an IRD demand with a deadline, straight away. It doesn't give tax or accounting advice.
What does FirstVoice do with urgent calls for accountants and bookkeepers?
It follows the urgent-call rules you set and flags those calls to you straight away, or transfers them live on Growth and Scale. For accountants and bookkeepers that usually means calls like IRD audit or demand letters with deadlines, payroll failure before payday and a business in financial distress. Life-threatening emergencies are directed to 111.
Does FirstVoice work with Calendly?
Yes. FirstVoice connects to Calendly, checks your real free times and books the caller into your Calendly event during the call. It also works with Karbon, FYI, Ignition and TaxDome.
How much does an AI receptionist cost for accountants and bookkeepers?
Starter is $297 a month with calendar booking and setup included.
Free 2-week trial for accountants and bookkeepers
Try it free for two weeks, on your real calls.
We set everything up for you and connect it to your calendar and the tools you already use. Then it answers your real customers for two weeks. No credit card, nothing to pay. If it's not for you, walk away.
- 01We build it for youYour greeting, your questions, your prices and your booking rules. You don't touch a thing.
- 02Connected to your systemBookings go into your calendar or job system, and summaries come to you by text or email.
- 03Live on your real callsForward your number and it answers your customers for real, day and night, for two weeks.
- 04No card, no costYou don't pay anything for the trial. Keep it after that from $297 a month, month to month, or walk away.