01
Always-on intake
Every call answered instantly — tax-season crunch, after hours, weekends.
“An IRS notice at 4:55 p.m. should reach your tax resolution lead, not voicemail.”
For CPA firms and accounting
AI Phone Agents Built for Accounting Firms
40% of accounting firms miss client calls during tax season. RevSquared schedules consultations, handles deadline questions, and captures new client inquiries 24/7 while your CPAs focus on billable work.
Live on your number before lunch7-day free trialPre-tuned for Accounting
40%
of accounting calls missed during tax season
$7,500
average annual value per new client
3x
call volume during Jan–April
62%
of new clients call outside office hours
The problem
Tax season buries your phones.
Five places billable hours leak into voicemail.
- 01
Tax-season overload
Your entire staff is buried in returns. Calls go to voicemail and prospects call the next firm.
- 02
Missed calls = lost clients
40% of firm calls go unanswered during peak. Each new client is $3,000–$12,000 in annual revenue.
- 03
Repetitive questions
Extension deadlines, estimated payment dates, document requests pull CPAs off billable work.
- 04
Advisory clients want fast
Year-round clients expect quick responses about IRS notices and quarterly filings.
- 05
Seasonal staffing fails
Hiring seasonal receptionists is expensive, slow, and unreliable. Training takes weeks you don't have.
The fix
Built for accounting firms, out of the box.
Every feature ships enabled on day one. No custom dev, no professional services invoice.
Deadline FAQ handling
Answers filing deadlines, extensions, and document checklist questions on the call.
Smart consultation booking
Books with the right CPA based on service: tax prep, bookkeeping, advisory, or audit.
New client intake
Captures business type, revenue range, current software, and specific needs.
Urgent matter routing
IRS notices, payroll emergencies, audit letters route to the right team member.
Pre-call file prep
Sends a document checklist with every confirmation so first meetings start in motion.
Calls your agent handles
Every call type. Every hour. Handled.
Urgent matters
Routed to your specialist- IRS notices and CP2000 letters
- Payroll processing failures
- Audit letters and exam notices
- Bank levy and lien emergencies
Routine calls
Logged for your team- Document submission questions
- Extension and deadline confirmations
- Quarterly estimated payment reminders
- Billing and invoice questions
New client intake
Pre-scoped for your CPA- New tax client consultations
- Bookkeeping and payroll inquiries
- Advisory engagement scoping
- Business formation and structuring
In the real world
Three calls, three wins.
Tax-season overflow
A small business owner calls panicked about the deadline. Your team left at 5. Your agent confirms the deadline, captures business type and EIN, and books a next-morning appointment with your senior CPA — before they Google another firm.
IRS notice mid-meeting
A long-time client received a CP2000 for $14,000 in unreported income. You're in another meeting. Your agent collects the notice number, tax year, and amount — then routes the case to your tax resolution specialist with full context.
New bookkeeping lead
A startup founder asks about monthly bookkeeping and quarterly filing. Your agent qualifies them — LLC, three employees, $400K revenue, QuickBooks — and books a Monday consult with your small business team.
Works with what you have
Plugs into the tools you already use.
QuickBooks, GoHighLevel, HubSpot, Calendly — one-click connect.
See all integrations
Free Guide
The 2026 Google LSA Playbook
Dominate your local competition, rank #1 on Google Local Services Ads, and turn Google into your top salesperson. Built for accounting firms.
Get it free- 56 pages of LSA ranking tactics
- Written for accounting firms, by operators
- Updated quarterly with Google's changes
2026 EDITIONGoogle LSA PlaybookFor accounting operatorsRevenue Squared
From the blog
Practical reading for Accounting operators.
AI Receptionist for Accounting and CPA Firms: Stop Losing Clients During Tax Season
CPA firms receive their highest-quality referral calls during tax season — and most go to voicemail. Here's how an AI receptionist with plain-English intake tuning captures those clients before your competitors do.
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AI Receptionist for Real Estate Agents: Never Miss a Listing
78% of buyers work with the first agent who responds — and the average agent takes 15 hours to call back. An AI receptionist that qualifies leads by timeline, motivation, and budget captures every listing opportunity your competitors are missing after hours.
Read more![Revenue Squared AI vs *Nextiva XBert* [2026]](/_next/image?url=%2Fimages%2Fblog%2Frevsquared-vs-nextiva-xbert.png&w=3840&q=75&dpl=dpl_8Zi4fRCkEK2euj53RTHzzyaJxyM6)
Revenue Squared AI vs Nextiva XBert [2026]
Nextiva XBert requires a full phone system migration before you get any AI. RevSquared activates on your existing number in 5 minutes, costs less at real call volumes, and improves itself after every call.
Read moreReady to never miss another client call?
Your agent is pre-configured for accounting firms the moment you sign up. Live on your number before lunch.