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FirstVoice AI

Industries

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Professional services

AI receptionist for accountants and bookkeepers

The short answer

FirstVoice answers calls for accountants and bookkeepers 24/7, including new client enquiries (sole trader, company, rental property, trust); IRD deadlines, provisional tax and GST questions; booking annual accounts meetings. It books into Calendly and gets urgent calls to you straight away. Plans start at $297 a month with setup included.
Book a free demoCall our AI receptionist 09 888 5159

Last updated

Calls we handle

Calls accountants and bookkeepers get, answered.

  • 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.

  • IRD audit or demand letters with deadlines
  • Payroll failure before payday
  • A business in financial distress
  • Deadline-day filings

Software

Works with Calendly, Karbon, Ignition, TaxDome and more.

  • Calendly

    Books directly

    Checks real-time availability and books appointments directly into Calendly during the call using Calendly's public API.

    How it connects to Calendly

  • Karbon

    Syncs every call

    Karbon 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 Karbon

  • Ignition

    Connects via automation

    FirstVoice can connect to Ignition via Zapier to automatically create new client records and deals after a call, without requiring direct API access.

  • TaxDome

    Connects via automation

    Until TaxDome's direct API leaves private beta, FirstVoice can create and look up TaxDome contacts through its official Zapier integration.

Also: FYI, Xero Practice Manager.

What a missed call is worth

Typical accountants and Bookkeepers prices in NZ.

$1,500-$4,000 per year for small-business annual accounts and tax (estimate)

Estimate

Missed-call calculator

FAQ

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 flags IRD audit or demand letters with deadlines, payroll failure before payday and A business in financial distress to you straight away, or transfers the call live on Growth and Scale. Emergencies are directed to 111.

Does FirstVoice work with Calendly?

Checks real-time availability and books appointments directly into Calendly during the call using Calendly's public API. It also works with Karbon, Ignition, TaxDome and FYI.

How much does an AI receptionist cost for accountants and bookkeepers?

Starter is $297 a month with calendar booking and setup included.

Hear an AI receptionist set up for accountants and bookkeepers.

Book a free demoOr call 09 888 5159