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AccrueNest
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Nights, weekends, busy lines

Tax season calls
don't wait for morningCalls don't wait for morning

AccrueNest's AI receptionist for US accounting firms of 1 to 10 people picks up whenever your staff are tied up: nights, weekends and the April afternoons when every line rings. It books intro calls and rings a preparer for anything urgent.

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  • Tells callers up front it's AI
  • Answers in Spanish too
A 10:52 p.m. call answered by the firm’s AI receptionist: an S corporation owner whose CPA retired, booked with the owner for Tuesday at 11:00, the confirmation texted to him.

Live in 14 daysMonth to month, no setup fee

  • Answers on your firm's number
  • Confirmation text after booking
  • Urgent calls transferred
  • Website chat answered too
  • No tax advice, ever

When nobody can answer

The calls your front desk can't reach

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Your staff take every call they can. While the desk is helping someone at the counter, out for lunch or gone for the night, the AI picks up under your firm's name, tells the caller it's automated, and finds out why they're calling today.

The office closed at six; the phone kept ringing.

The office phone the morning after a Tuesday in March with seven voicemails and missed calls from the evening, beside a list of after-hours messages from after closing at six.

Phone, chat and text

It also answers site chat and texts

Callers, site visitors and people who text your number all get your firm's answers.

AccrueNest's AI receptionist greeting, heard after four rings on staff phones, saying it is the firm's AI assistant, beside the calls it answered and what it did with each.

Four rings go to your staff first. Then the AI picks up, tells the caller it's automated, notes who they are and why they called, then books or transfers.

Our setup

It answers only what you've approved

Three things decide what callers hear: the questions it refuses, the answers you approve and the calls it passes on.

  • Tax questions

    It never gives tax advice, by design

    A caller asking what they'll owe is told a preparer will answer, and the question goes to your staff. Each call opens with a plain statement that the caller has reached the firm's AI helper, not a staff member.

    • It never estimates refunds or says what anyone owes
    • IRS notices get a call back from your staff, not an opinion
    A caller’s tax question passed by the AI receptionist to her preparer, with no figures given, beside the firm’s rules for what it answers.

  • Your answers

    Scripted from your fee list and hours

    Our team writes the answers from your site, your published fees, your drop-off hours and what each return type needs. You read the script and approve it before the first call.

    • New clients are asked the questions you choose per service
    • When fees change, its answers change too, with one email to us
    The AccrueNest AI receptionist's script waiting for approval, with the fees and hours it may give taken from the firm's fee list and no tax advice.

  • Call summaries

    Each call summed up by morning

    Each call leaves a word-for-word transcript, with a three-line recap, on the caller's card. The recap lands in your email or texts, so you call back knowing why.

    • What clients upload or tell your firm is encrypted, used only to serve your firm and not sold to anyone.
    • Calls record with a notice up front, whatever state your firm is in
    Last night’s calls to the firm, each summed up in a recap and emailed or texted to the right staff member by morning.

Included too

  • Spanish callers, same price
  • Confirmation texts sent
  • Holiday hours answered
  • Drop-off and pick-up times
  • Where to upload documents
  • Extension deadline answers
What's connected

Each call lands on the card it belongs to

Whatever the AI hears is saved on the cards your staff already work from. A booked intro call shows in the pipeline, a text confirms it from your number, and reports count each call. Once the work is finished, the review request can go to clients who consented.

See every product
A prospect's card in AccrueNest open on the AI receptionist tab: the summary and transcript of his 10:52 p.m. call, with the pipeline, the confirmation text, the booking, the report and a later review request linked beside it.

Tobias Wren S-corp return, intro call Thursday 10 a.m., summary sent.

After-hours call

Where it connects

Test it live with your fee list

Your fee list and office hours are all we need. We load them before the demo, you dial in, and you hear what a late-night caller would hear, from $97 a month.

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Pen in hand, a CPA reads through her old agency's monthly numbers before putting them next to ours.
An AccrueNest notice showing the firm's AI assistant answering live with the firm's own fee list.

Answered overnight

  • Cornelius B., owner of a CPA firm in Columbus.
    Cornelius B.Owner of a CPA firm, Columbus
    After 5calls now answered

    Our line used to go to voicemail at five. Now evening callers end up with an intro call booked, and I read the summaries over coffee.

  • Ezequiel M., an enrolled agent who runs a tax office in San Antonio.
    Ezequiel M.Enrolled agent, San Antonio
    2 languagesone line

    Our phones ring in Spanish as often as English. The AI switches mid-call, gives our drop-off hours and books the time with me.

  • Annika L., owner of a bookkeeping firm in Minneapolis.
    Annika L.Owner, bookkeeping firm, Minneapolis
    9 p.m.intro calls booked

    Business owners ask about monthly bookkeeping at 9 p.m., after their own workday. Those calls now end with a meeting on my calendar.

  • Marguerite D., office manager at a CPA firm in New Orleans.
    Marguerite D.Office manager, New Orleans
    10 minto sort Monday's callbacks

    My Mondays opened with a dozen voicemails. Now I read the recaps, see who booked, and phone back just the few who can't wait.

  • Prakash S., a tax preparer at a tax and accounting office in Edison.
    Prakash S.Tax preparer, Edison, NJ
    Directurgent calls

    An urgent Saturday call came straight to my phone with a two-line summary, so I knew what it was about before saying hello.

  • Thuy N., client services lead at a tax practice in Houston.
    Thuy N.Client services lead, tax office, Houston
    Fewerroutine calls at my desk

    Hours and what-to-bring questions don't reach my desk anymore. I take the callers who need a person.

Asked often

Questions owners ask about AI

Type Spanish, transfers or hours, for example.

6 questions

Will it take our receptionist's place?

No. Your staff keep the first rings. The AI covers only what they miss and passes anything that needs a person to them.

Can the AI answer tax questions?

No. It gives no tax advice and never says what someone owes, what they may deduct or whether a return is ready to file. It records the details and leaves the answer to your staff.

Can we control what it says and asks?

Yes. Our team writes its answers and questions from your site, fee list and hours, and you approve the script. When a fee or an hour changes, email us and we update it.

Does it speak Spanish?

Yes, with no added charge. Callers who open in Spanish get Spanish back, even if they switch halfway.

Can we use it just at night or at lunch?

Yes. Pick the hours it covers: nights only, lunch breaks, overflow when the desk is swamped, or all day in April. Your staff still get first ring.

What do we see after each call?

A three-line recap and the word-for-word transcript, both on the card and sent to you.

Common searches

Ask us directly

Email Imogen at sales@accruenest.com with your fee list or a question about scripts.

Imogen PritchardAccount manager

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Answer every call this season. Chase fewer documents.

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