Tax-season overflow
In peak weeks the phone is a bottleneck. New enquiries wait, and some simply call the next firm.
For accounting firms
Turn Accounting Enquiries Into Booked Discovery Calls With AI
Enquiries come in while you are closing books, in a client meeting or head-down in tax season. The AI answers each one, captures what the business needs and books the discovery call — so nothing slips.
- Answers calls and messages 24/7, including peak tax season.
- Qualifies the service: bookkeeping, payroll, tax or advisory.
- Books discovery calls into your calendar with reminders.
- Chases onboarding documents and the PBC list automatically.
No obligation. We reply by email, usually within one business day.
Thanks for calling the firm. This is the intake assistant. I can take your details and book a discovery call — I’m not able to give tax or accounting advice. How can we help?
We’re a small business and need monthly bookkeeping and payroll.
Happy to help with that. What kind of entity is it — sole proprietor, LLC, S-corp or something else?
An LLC, about eight employees.
Understood. Are you on QuickBooks or another system today, and roughly how many monthly transactions?
QuickBooks Online. Maybe 200 a month.
Thanks. I can hold a discovery call on Monday at 2 PM or Thursday at 10 AM. Which suits you?
Monday 2.
Booked for Monday at 2 PM. Can I get your name, business name and the best email for the onboarding checklist?
Illustrative example
Transcript is an illustrative example of the conversation the agent is configured to handle for an accounting firm. Intake is administrative only — no tax or accounting advice is given.
The problem
Accounting enquiries arrive exactly when you are busiest
The year has a rhythm: tax season crushes capacity, then onboarding, monthly bookkeeping and payroll run steadily — with advisory clients needing attention throughout.
Slow onboarding
Engagement letters and document collection stall when no one chases the PBC list and onboarding documents in good time.
Advisory enquiries under-served
A business wanting bookkeeping, payroll or higher-value advisory needs a fast, qualified response — not a callback in a week.
The system
One connected intake, from enquiry to booked discovery call
Praktivo builds a system around the admin you already run — the enquiry, the web form, the referral, the discovery call in your calendar and the onboarding that follows it.
- 24/7 AI phone and message answering with honest disclosure.
- Service qualification using the questions your team asks first.
- Discovery-call booking into your live calendar.
- Onboarding document and PBC-list chasing that stops on reply.
- Reactivation of lapsed and seasonal clients before key deadlines.
From enquiry to booked discovery call
- 6:58 PMInbound call captured — bookkeeping and payroll enquiry
- 6:59 PMAI intake captures entity type, tools and volume
- 7:01 PMDiscovery call booked; confirmation sent
- 7:02 PMOnboarding checklist requested by email
- Next morningTeam sees the booking with full qualification detail
- After engagementDocument-chasing reminders queued
The workflow
The nine steps, connected
Every accounting enquiry moves through the same journey — with a human one clear step away.
1
Traffic
Ads, search and referrals to a page built to convert.
2
Lead Capture
Calls, forms and messages captured with source detail.
3
AI Response
The agent replies in seconds, on the caller’s channel.
4
Qualification
Service, entity type, tools and volume captured.
5
CRM
A clean record with source, timeline and next action.
6
Follow-Up
Email and SMS sequences that stop on engagement.
7
Appointment
Booked into your live calendar, with reminders.
8
Sales
Your team closes, briefed and unblocked.
9
Analytics
Which campaign produced the booked call.
Human in control
What stays human
Automation removes busywork and slow response. Tax, accounting judgement and money stay with your CPA or EA.
- All tax, accounting and financial advice.
- Fee structures, engagement letters and any commercial commitment.
- Interpreting notices, deadlines and filing requirements.
- Review of the PBC list and document completeness.
- Any caller who asks for a person — routed instantly, with full context.
Administrative intake only — never advice
The agent handles booking, reminders and onboarding logistics. It gives no tax, accounting or financial advice and never interprets a notice or deadline. Anything substantive is routed to your qualified team.
A qualified human always owns the advice.
What you get
Deliverables, configured for your firm
AI agent
Phone and message agent configured with your services, intake questions, availability and escalation paths.
CRM setup
Enquiries, stages, source tagging and a timeline on every record, connected to your existing tools.
Sequences
Onboarding, document-chasing and reactivation cadences with opt-out handling.
Dashboard
Visibility on enquiries, response time, booked discovery calls and which campaign produced them.
FAQ
Accounting questions, answered
Can the AI book discovery calls and qualify new engagements?
Yes. It answers every enquiry, captures the service needed — bookkeeping, payroll, advisory or tax — and the entity type, then books a discovery call into the slots you release.
Does it give tax or accounting advice?
No. It handles administrative intake only — booking, reminders and onboarding logistics. It never gives tax, accounting or financial advice, and all advisory questions are routed to your CPA or EA.
Can it help during tax season?
It answers overflow calls when the office is buried, collects the details and available documents, and books the appointment. It never quotes a fee or interprets a notice or filing deadline.
Will it work with our practice tools?
We build around common accounting practice-management and document platforms plus general CRMs. Where no native connection exists, we connect honestly through the best available integration.
Get your plan
See what an AI intake system could do for your accounting firm
Tell us how enquiries and onboarding flow today. On a free strategy call we will map the fastest fix — usually tax-season answering or document chasing.
Step 1 of 3
Your Accounting business, in plain terms
Two quick steps and we’ll map the fastest automation win for your team.
Step 2 of 3
Where do you lose the most leads?
Pick the one that hurts most — that’s what we’ll fix first.
Step 3 of 3
Where should we send your plan?
We prepare your plan before the call — no obligation.
You’re all set!
We’ve got everything we need to prepare your plan. We’ll reply by email within one business day.
Your fastest win:
How It Works30 minutes · We come prepared with custom recommendations
Prefer to skip ahead? Book a strategy call →
Ready to stop losing accounting enquiries to voicemail?
Book a free AI strategy call and we will walk your intake, discovery calls and onboarding against this system.