Tax-season overflow, returning-client triage, scope-and-fee questions, document-portal nudges — handled the way an experienced office manager would. Around the clock.
BookedSmarter is a virtual receptionist for accounting and CPA firms. It is not a CPA firm, does not provide tax advice, and using it does not create an engagement with the firm — that begins only when you sign a written engagement letter.
The day your firm signs up, the AI already knows how an accounting practice runs. It knows that "are you taking new clients" gets a different answer in February than in October, that returning clients get prioritized, and that the question "how much do you charge" almost always means "what does my situation look like."
It triages calls the way an office manager does — returning client, new prospect, document drop-off, IRS notice, bookkeeping question — and routes by partner, by service line, by complexity. It can answer the questions every CPA's front desk handles every spring: are you taking new clients, what documents do I need to bring, where do I upload my W-2, when's my extension deadline, what's your fee range for a personal return. The AI does not give tax advice.
You stay in control of the specifics — your service lines (tax prep, bookkeeping, payroll, advisory), your client-portal URL, your engagement-letter process, your fee ranges, your deadline calendar. Your AI fills in what it already knows about how accounting firms typically operate, you confirm, and it goes live.
Here is how four common ways to never miss a call compare. See the full comparison →
Give us a try. Our promise: If you don't like our service, you can cancel any time from your dedicated portal.
The AI is configured not to characterize tax positions, confirm deductions, or predict refunds. If a caller pushes for an opinion, the AI declines and routes the question to the CPA.
It captures the notice type and deadline, gives the caller the standard "bring the notice and your prior return," and routes to your partner's escalation queue — flagged urgent on your text feed.
Connectors to the platforms accounting firms most often use are rolling out. While they roll out, every call lands in your portal and as a text so your team can place it in your system in seconds.
Calls are encrypted in transit and call summaries live in your dedicated portal. We do not transmit sensitive tax-document content over the call line — for documents, the AI directs callers to your secure portal.
Yes. You edit your client-acceptance windows, your fee ranges, your service lines, your portal URL, your deadline calendar, and the way it greets callers — from your portal. Changes go live without re-training anything.
You can put the AI in "we're at capacity through April 15, please call back after the 20th" mode for prospects — while still taking every returning-client call with full attention.
Yes. You set the service lines you offer, and it routes by service — bookkeeping question to the bookkeeper queue, payroll issue to the payroll specialist, tax question to the tax team.