Does the AI give tax advice?

No. It never gives tax, accounting or legal advice. It answers questions about your firm from your information and books a consultation for anything else.

Can it handle the call volume in tax season?

Yes. Frontivo.io answers many calls at the same time, so callers are not left on hold, within your plan allowance. In busy months, extra usage is billed per unit ($0.35 per voice minute), or you can set usage to pause at your plan's allowance.

Can it share my document checklist?

Yes. It walks clients through your document checklist and shares your portal link in chat and text conversations, after booking or whenever a client asks.

Is client information kept confidential?

Conversations are stored in your private dashboard and only people you invite can see them. Frontivo.io uses encryption in transit and access controls, and does not sell personal information. Don't ask callers for Social Security numbers over the AI.

What happens when a client asks for their accountant?

Frontivo.io transfers the call to your office number. If nobody picks up, it takes a detailed message noting who the caller wants and alerts you right away.

Does it work with my existing firm number?

Yes. Forward your existing number to Frontivo.io, or get a new number. Clients keep calling the number they already know.

Does it integrate with my practice management software?

On Growth, Frontivo.io can send every new lead and booking to your other software through signed webhooks. Ask the team about your specific system.

How much does an AI answering service for accounting firms cost per month?

For an accounting firm, the price depends mostly on which channels your customers use and how many calls you get each month. Frontivo.io's Phone Only plan is $199/month with 300 AI voice minutes (about 100 calls), live call transfer and missed-call text-back. Starter is $299/month and adds website chat and texting; Growth is $549/month and adds Instagram, Messenger and email. Prices are in US dollars, there is no setup fee or contract, and every plan starts with a 14-day free trial with no card. See pricing.

Does it text back missed calls?

Yes. If someone calling your accounting firm hangs up or the call can't be answered, they get a text right away. Missed-call text-back comes with Phone Only, Phone Lite, Starter and Growth. On Starter and Growth the AI carries on the conversation by text; on Phone Only and Phone Lite, a reply to that text comes to you as an alert so you can answer from your own phone. Texting switches on after carrier approval for your number (every US business number needs it); outside the US and Canada texts use more of your allowance, so website chat, Instagram and Messenger usually cost less there.

Can it transfer an urgent call to me live?

Yes. When a caller to your accounting firm asks for a person or the call is urgent, Frontivo.io transfers it live to the one number your team chooses on Phone Only, Phone Lite, Starter and Growth, and the person picking up hears a short spoken brief before the caller is connected; time on the transferred call counts toward your minutes. Routing different calls to several people or departments is not available yet. Website Chat Only, Text Only, Instagram Only, Messenger Only and Email Only hand off with a detailed message and an instant alert instead.

Does Frontivo.io work for accounting firms outside the US?

Yes. Frontivo.io serves accounting firms in almost every country (the few we don't serve are listed on the countries page). Website chat and email work everywhere; for calls and texts you get a local number in 40+ countries (some with a monthly local-number fee shown before setup) or a US number in any other country we serve. WhatsApp is coming soon. The country-by-country table is at countries.

For accounting firms

Accounting Answering Service & AI Receptionist for CPA Firms

Frontivo.io is a 24/7 AI receptionist and answering service for accounting and CPA firms. It answers calls, website chats and texts in seconds, qualifies new clients by service, books tax, bookkeeping and advisory consultations on your calendar, answers questions about your fees you choose to share, document checklists, portal access and office hours, and takes detailed messages for existing clients. It never gives tax or accounting advice. All-in-one plans start at $299/month (Phone Only $199/month, Website Chat Only $149/month), and every plan starts with a 14-day free trial and no credit card.

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14-day free trial · No credit card · 14-day money-back on your first payment · Keep your number by forwarding it · What accounting firms say

Answered in seconds

Hi, I started a small business last year and I need help with my taxes. Are you taking new clients?

Yes, the firm is taking new clients. Is your business a sole proprietorship, an LLC or a corporation, and do you also need your personal return done?

It's a single-member LLC, and yes, personal too.

Thanks. For a single-member LLC with a personal return, the next consultation openings with one of our CPAs are Thursday at 11:00 AM or Friday at 4:00 PM. Which works?

What can an AI receptionist do for an accounting firm?

New client qualification
Asks whether the caller needs individual tax, business tax, bookkeeping, payroll or advisory services, collects the key details and books the right consultation.
Consultation booking
Books consultations and tax-prep appointments on the right accountant's calendar, sends a confirmation and walks clients through your document checklist.
Document and portal questions
Answers what documents to bring, how to use your client portal and when returns are usually ready, from your own information.
Existing client messages
Takes detailed messages for status updates and IRS or state notices, noting which accountant they need, and alerts your team.
Tax-season overflow
Handles the flood of routine calls in tax season, so your team can stay on billable work.
After-hours coverage
Answers nights and weekends, when business owners and busy families finally have time to call.
No tax advice
It never gives tax, accounting or legal advice. Those questions become a booked consultation or a message.

Real clients

What accounting firms say about Frontivo.io

“Frontivo.io has been an absolute game-changer for our business. The AI receptionist handles routine calls seamlessly, ensures we never miss a lead, and sounds remarkably natural. Setup was straightforward, and our customers love how responsive it is. Highly recommend to any business looking to streamline their customer service!”

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Every quote is from a real Frontivo.io client who agreed to be named. We never write or edit reviews.

Why accounting firms get buried in calls during tax season

From January to April the phone never stops: new clients asking if you have capacity, existing clients asking what documents to send, and everyone asking about deadlines and extensions. Your staff are preparing returns, and every call pulls them off billable work. Prospects who reach voicemail may call the next firm, and clients who can't get simple answers get frustrated.

How does Frontivo.io handle a new tax client in March?

Prices and names are examples — Frontivo.io only quotes the prices and details you give it.

Caller
Hi, I started a small business last year and I need help with my taxes. Are you taking new clients?
AI receptionist
Yes, the firm is taking new clients. Is your business a sole proprietorship, an LLC or a corporation, and do you also need your personal return done?
Caller
It's a single-member LLC, and yes, personal too.
AI receptionist
Thanks. For a single-member LLC with a personal return, the next consultation openings with one of our CPAs are Thursday at 11:00 AM or Friday at 4:00 PM. Which works?
Caller
Thursday at 11.
AI receptionist
Great. What name and email should I put the booking under?
Caller
Mark Ellis, mark.ellis@example.com.
AI receptionist
You're booked for a consultation on Thursday at 11:00 AM. I've sent you a confirmation. Please bring last year's return, your business income and expense records and any 1099s.

How do you set up an AI receptionist for an accounting firm?

1
Tell Frontivo.io about your firm: accountants, services, fees you want to share, document checklists, portal instructions and hours — type them in or import a page from your website.
2
Set your rules — which services you take new clients for, when to transfer to an accountant, which appointments can be booked — then test every channel in the Channel Tester.
3
Forward your firm's line (or get a new Frontivo.io number: in seconds in the US and Canada, after a documents check in most other countries) and paste one line of code to add the chat and voice widget to your website.

What to add to your knowledge base

Individual tax preparation
Business tax returns
Bookkeeping
Payroll
Tax planning and advisory
IRS notice help
Document checklist
Client portal instructions

Works with the tools you already use

Your business phone number. Forward your existing line, or get a new number.
Google & Outlook Calendar. Checks live availability before it books, so slots aren't double-booked.
Website chat, text, Instagram, Messenger & email. One AI receptionist answers on every channel with the same knowledge (Instagram, Messenger and email are on Growth, or each on its own single-channel plan). WhatsApp is coming soon.
Zapier, webhooks and API. Send every new lead and booking to the other software your accounting firm runs on through Zapier, Make, signed webhooks or the API (on Growth). Google Sheets and Slack or Teams alerts work on every plan.

What are missed calls costing your accounting firm?

Adjust the sliders to your own numbers.

Missed calls per week8

Callers who would have booked30%

Average job value$800

Estimated extra revenue if those callers book

$8,314/month

Phone Only plan: -$199
Net per month: $8,115

Pays for itself after 1 job a month.

An estimate from your own numbers, not a promise. Prices in US dollars.

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Frontivo.io vs voicemail vs an answering service for accounting firms

Voicemail
Cost
Free
Hours
24/7
Books on your calendar
No
Knows your urgent calls
No
Channels
Phone only
Human answering service (Ruby, Smith.ai)
Cost
Ruby from $250/mo for 50 minutes; Smith.ai from $300/mo for 30 calls
Hours
24/7
Books on your calendar
Often (Calendly or Google Calendar)
Knows your urgent calls
Follows your script
Channels
Phone; live chat or texts with some providers
In-house receptionist
Cost
About $4,500/mo in the US (median pay $38,010/yr plus benefits)
Hours
Business hours
Books on your calendar
Yes
Knows your urgent calls
Yes
Channels
One call at a time
Frontivo.io
Cost
From $99/mo for phone; $299/mo for phone, chat and text; usage included
Hours
24/7
Books on your calendar
Yes
Knows your urgent calls
Yes
Channels
Phone, chat, text, email, Instagram & Messenger WhatsApp is coming soon.

Swipe the table sideways to see every column →

Option	Cost	Hours	Books on your calendar	Knows your urgent calls	Channels
Voicemail	Free	24/7			Phone only
Human answering service (Ruby, Smith.ai)	Ruby from $250/mo for 50 minutes; Smith.ai from $300/mo for 30 calls	24/7	Often (Calendly or Google Calendar)	Follows your script	Phone; live chat or texts with some providers
In-house receptionist	About $4,500/mo in the US (median pay $38,010/yr plus benefits)	Business hours			One call at a time
Frontivo.io	From $99/mo for phone; $299/mo for phone, chat and text; usage included	24/7			Phone, chat, text, email, Instagram & Messenger WhatsApp is coming soon.

Sources: Ruby and Smith.ai pricing pages (checked November 10, 2026); US Bureau of Labor Statistics, Occupational Outlook Handbook: Receptionists (2025 median pay) and Employer Costs for Employee Compensation (June 2026, benefits 30% of compensation). US prices from the sources above; other providers and countries vary. Frontivo.io prices are in US dollars.

For accounting firms the difference that matters most is tax season: Frontivo.io answers the flood of routine calls and books new clients, so your team stays on billable work.

How much does an AI receptionist for an accounting firm cost?

Firms can start on Starter ($299/month): phone, website chat and text, with 300 AI voice minutes (about 100 calls), 300 website chats and 300 AI text replies, plus live call transfer to your office number, appointment reminders and the Leads and Customers pages. Firms that also want Instagram, Messenger and email choose Growth ($549/month) for every channel on sale, with 450 minutes (about 150 calls), 600 conversations and 500 text replies, plus review requests, follow-up texts and analytics. Calls and website chat work from day one; texting switches on after carrier approval for your number. Annual plans save 15%, extra usage is billed per unit or can be set to pause at your allowance, and every plan starts with a 14-day free trial with no card and no setup fee (your phone number is connected when you subscribe). Need just one channel? Phone Only is $199/month, and single-channel plans start at $99/month. Several locations or 1,500+ minutes a month? Talk to us about a custom plan. Prices in US dollars.

Compare all plans

FAQ

Accounting Firms: FAQ

Straight answers about how Frontivo.io works for accounting firms.

Still have questions?

Pick whatever's easiest. We're happy to help.

Ask our AI receptionistInstant answers, 24/7 Talk to salesTeams, locations, custom setups Email supportsupport@frontivo.io

No. It never gives tax, accounting or legal advice. It answers questions about your firm from your information and books a consultation for anything else.
For an accounting firm, the price depends mostly on which channels your customers use and how many calls you get each month. Frontivo.io's Phone Only plan is $199/month with 300 AI voice minutes (about 100 calls), live call transfer and missed-call text-back. Starter is $299/month and adds website chat and texting; Growth is $549/month and adds Instagram, Messenger and email. Prices are in US dollars, there is no setup fee or contract, and every plan starts with a 14-day free trial with no card. See pricing.
Yes. If someone calling your accounting firm hangs up or the call can't be answered, they get a text right away. Missed-call text-back comes with Phone Only, Phone Lite, Starter and Growth. On Starter and Growth the AI carries on the conversation by text; on Phone Only and Phone Lite, a reply to that text comes to you as an alert so you can answer from your own phone. Texting switches on after carrier approval for your number (every US business number needs it); outside the US and Canada texts use more of your allowance, so website chat, Instagram and Messenger usually cost less there.
Yes. When a caller to your accounting firm asks for a person or the call is urgent, Frontivo.io transfers it live to the one number your team chooses on Phone Only, Phone Lite, Starter and Growth, and the person picking up hears a short spoken brief before the caller is connected; time on the transferred call counts toward your minutes. Routing different calls to several people or departments is not available yet. Website Chat Only, Text Only, Instagram Only, Messenger Only and Email Only hand off with a detailed message and an instant alert instead.

Still have questions?

Pick whatever's easiest. We're happy to help.

Ask our AI receptionistInstant answers, 24/7 Talk to salesTeams, locations, custom setups Email supportsupport@frontivo.io

Keep exploring

Related industries

All industries

The features behind it

All features

Guides for accounting firms

Your AI receptionist is ready

Answer calls 24/7.

Website chat can be live in about 15 minutes. In the US and Canada, call your AI on a free test number during the trial; your own number is connected when you subscribe. 14-day free trial, no credit card required.

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14-day free trial
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Cancel anytime

Several locations, a team, or a custom setup? Talk to sales

Accounting Answering Service & AI Receptionist for CPA Firms

What can an AI receptionist do for an accounting firm?

What accounting firms say about Frontivo.io

Why accounting firms get buried in calls during tax season

How does Frontivo.io handle a new tax client in March?

How do you set up an AI receptionist for an accounting firm?

Works with the tools you already use

What are missed calls costing your accounting firm?

Frontivo.io vs voicemail vs an answering service for accounting firms

How much does an AI receptionist for an accounting firm cost?

Accounting Firms: FAQ

01Does the AI give tax advice?

02Can it handle the call volume in tax season?

03Can it share my document checklist?

04Is client information kept confidential?

05What happens when a client asks for their accountant?

06Does it work with my existing firm number?

07Does it integrate with my practice management software?

08How much does an AI answering service for accounting firms cost per month?

09Does it text back missed calls?

10Can it transfer an urgent call to me live?

11Does Frontivo.io work for accounting firms outside the US?

Keep exploring

Related industries

The features behind it

Guides for accounting firms

Answer calls 24/7.