Can it handle the call volume in tax season?

Yes. Frontivo answers many calls at the same time, so no caller waits on hold, and you can add more usage at clear per-unit rates in busy months.

Can it send clients a document checklist?

Yes. It texts your document checklist and portal link 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 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 transfers the call to the accountant or your office (live transfer is on Growth and higher plans). If nobody is available, it takes a detailed message and texts it to you immediately.

Does it work with my existing firm number?

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

Does it integrate with my practice management software?

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

For accounting firms

AI Receptionist for Accounting Firms

Frontivo is a 24/7 AI receptionist and answering service for accounting and CPA firms. It answers every call, website chat and text 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. Plans start at $279/month with phone, chat and text answering included, and every plan starts with a 3-day free trial.

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3-day free trial · No credit card · Keep your number

Sample call 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 Anna, 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 and texts a confirmation with your document checklist.
Document and portal questions
Answers what documents to bring, how to upload to 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 and routes them to the right accountant.
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.

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 call the next firm, and clients who can't get simple answers get frustrated.

How does Frontivo handle a new tax client in March?

A sample conversation. Prices and names are examples — Frontivo 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?
Frontivo AI
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.
Frontivo AI
Thanks. For a single-member LLC with a personal return, the next consultation openings with Anna, one of our CPAs, are Thursday at 11:00 AM or Friday at 4:00 PM. Which works?
Caller
Thursday at 11.
Frontivo AI
You're booked with Anna on Thursday at 11:00 AM. I've texted you a confirmation and the document checklist, including 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 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 number) 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 Calendar. Books real open slots, so nothing is ever double-booked.
Website, SMS, WhatsApp, Instagram & Messenger. One AI answers on every channel with the same knowledge.
Signed webhooks. Send every new lead and booking to the other software your accounting firm runs on.

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 revenue lost to missed calls

$8,314/month

An estimate based on your numbers. Frontivo answers every one of those calls, 24/7.

Stop losing these calls

Frontivo vs voicemail vs an answering service for accounting firms

Option	Cost	Hours	Channels
Voicemail	Free	24/7	Phone only
Human answering service	Per call or per minute	24/7	Phone only
In-house receptionist	Full-time salary	Business hours	One call at a time
Frontivo	Flat monthly plan	24/7	Phone, chat, SMS & social

For accounting firms the difference that matters most is tax season: Frontivo 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?

Most firms start on Growth ($449/month): 400 AI voice minutes, 800 chat and social conversations and 600 AI text replies, plus a built-in CRM, reminders, automations and live call transfer to your accountants. Solo practitioners can start on Starter ($279/month, 150 voice minutes, phone, chat and SMS included), and multi-office firms choose Pro ($849/month, 900 minutes, 3 numbers). Annual plans save 15%, extra usage is billed at clear per-unit rates, and every plan starts with a 3-day free trial with no setup fee.

Compare all plans