Tax season is when new clients call — and when your team is most buried. Attendly answers every inquiry, books consultations, handles billing questions, and captures high-value leads 24/7 — so you never miss a client worth $10,000+/year.
A local business owner finally decided to find a CPA. They called three firms. You were the most qualified — but the only one who didn't answer. They signed with someone else. That's $5,000+/year in recurring fees you'll never see.
This happens every day during tax season. Attendly makes sure it never happens again.
The average small business accounting client generates $2,000–$10,000+ per year in recurring fees for tax prep, bookkeeping, and advisory services. Attendly costs $99/month. One captured lead during tax season covers the entire year — with money left over.
Attendly handles the accounting-specific scenarios your team deals with every busy season.
When a new business owner calls asking about your services, Attendly gathers their situation — entity type, revenue range, current pain points, previous CPA — and books a consultation directly into your calendar. You get a warm, pre-qualified lead instead of a voicemail you'll never return in time.
Books tax consultations, review meetings, and advisory calls around the clock. Clients can schedule at 10pm before a busy deadline day without waiting for your office to open. Sends confirmations and reminders automatically.
Answers common questions about document requirements, extension deadlines, and filing status — without interrupting your workflow. Routes complex questions to the right team member with full context attached.
Handles client questions about outstanding invoices, payment methods, and billing disputes professionally and instantly. Routes billing issues to the right staff member so nothing falls through the cracks during your busiest periods.
Proactively reminds clients about upcoming deadlines, missing documents, and required signatures. Reduces the last-minute scramble your team deals with every April by keeping clients informed weeks in advance.
During January–April when call volume spikes 3–5x, Attendly handles the overflow automatically. No missed inquiries, no call back queue, no new clients walking away because they couldn't reach anyone. Every inquiry captured and triaged.
Real examples of what your AI receptionist does while you're focused on client work.
Attendly answers at 3pm on April 4th while you're finalizing a return. It gathers their business type, revenue, and current tax situation, answers questions about your services and pricing, and books a consultation for next week. You finish the return and wake up to a qualified lead in your calendar — one you would have missed entirely.
Attendly reassures the client, confirms exactly which documents are still outstanding based on their account notes, explains the extension process as a fallback option, and sends your team a flagged summary. The client hangs up calm. You get a clean handoff in the morning instead of a panicked voicemail at midnight.
Client calls with a question about whether a specific payment should be categorized as an operating expense or capital expenditure — urgent because they're presenting financials to a bank tomorrow. Attendly collects the full context and routes immediately to the right team member with everything they need to respond in minutes instead of hours.
A warm referral calls on a Sunday evening. Attendly answers, explains your services, confirms you're accepting new clients, and books a priority consultation for Monday morning — including gathering context on their previous CPA relationship. You start Monday with a near-certain new client instead of a missed opportunity.
Real results from CPAs that stopped missing high-value calls.
"Tax season used to mean missed calls and lost leads — we were simply too buried to answer. Since adding Attendly, every inquiry is captured and pre-qualified. We picked up four new business clients in one tax season we would have never had."
"Our clients used to call with deadline questions at 9pm and get silence. Now they get an answer and a follow-up from my team the next morning. The reduction in client anxiety alone is worth the subscription."
"I was skeptical that an AI receptionist would work for an accounting firm. But Attendly handles intake questions better than I'd expect from a human — it knows what to ask new business clients and routes everything cleanly. Setup took under a day."
Less than the value of one new client. Cancel anytime.
First month: $224
Includes one-time $125 setup fee — then $99/mo
First month: $324
Includes one-time $125 setup fee — then $199/mo
Attendly works via an email-based intake flow and syncs with Google Calendar for appointment scheduling. Deep integrations with practice management tools (Canopy, TaxDome, Jetpack Workflow) are on the roadmap. Most firms are live in under 24 hours with the current setup — the $125 setup fee covers white-glove configuration of your intake flows and routing rules.
Attendly is trained to collect the full context of any question it can't definitively answer and route it to the right CPA with all the information needed to respond quickly. Nothing falls through the cracks — complex questions get queued for human review instead of going to voicemail and getting forgotten during your busiest period.
Yes. During onboarding you configure your service descriptions, fee ranges, intake questions, and routing logic. Attendly speaks your firm's language — not a generic script. You control exactly how new clients are qualified and what information is collected before their first consultation.
Attendly collects contact and intake information via a secure web interface — no sensitive financial data is transmitted through the AI layer. Client documents and financial details are handled through your existing secure channels. Attendly's role is intake and scheduling, not document management.
Most accounting firms are live within 24 hours of signing up. The $125 one-time setup fee covers white-glove onboarding — we configure your AI receptionist with your firm's services, intake questions, team routing, and scheduling rules for you. You review and approve before going live.
Every missed call during tax season is a client choosing another CPA — likely permanently. Attendly makes sure every inquiry is captured, every consultation is booked, and every existing client feels taken care of — even when you're buried in returns.
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