The AI Voice Agent for Canadian Accounting Firms
Manage your client calls, book consultation appointments and never miss a tax deadline — automatically.
CPAs, accountants and bookkeepers across Canada are overwhelmed with calls during tax peak periods. Our AI voice agent answers 24/7, books appointments, answers frequent questions and triages emergencies — while you focus on your clients' files.
Benefits for Your Industry
Discover how our AI voice agent transforms your industry
Consultation Appointment Booking
The agent books tax consultation, financial review or planning appointments according to your real calendar. No more phone tag — clients choose their slot and receive immediate confirmation.
Client Document Collection
Before each appointment, the agent proactively reminds clients to confirm and which documents to bring — T4, bank statements, receipts. Reduce incomplete appointments and unnecessary back-and-forth.
Frequent Question Answering
Your clients often call for simple questions: filing deadlines, required documents, payment methods, refund status. The agent answers these questions without involving you.
Tax Deadline Reminders
The agent proactively contacts your clients before important deadlines — T1, T2 filings, QST/GST, financial statements. Reduce last-minute panic calls and build client loyalty.
New Client Qualification
For calls from potential new clients, the agent collects basic information — file type, complexity, history, needs — and schedules the initial consultation directly in your calendar.
Financial Data Confidentiality
Our agent is configured to never collect or store sensitive financial data by phone. Communication is secure and compliant with PIPEDA and CPA Canada professional standards (with provincial CPA bodies — CPA Ontario, CPA BC, CPA Alberta, CPA Quebec — recognized in configuration).
How It Works
A simple process to automate your communications
Business Cycle Analysis
We map your peak periods (tax season, year-end, QST deadlines), client types (individuals, SMBs, corporations) and most frequent call types to configure a precise agent.
Calendar and Rule Configuration
Your agent is synced with your calendar (Google Calendar, Calendly, Acuity) and appointment rules — durations by file type, availability, preparation time between clients.
Knowledge Base Population
We integrate your tax FAQs, important deadlines, required document lists by file type and information about your services and fees. The agent answers precisely without improvising.
Launch and Seasonal Adjustments
The agent is activated and our team adjusts it seasonally — tax season mode in March-April, planning mode in June-July, year-end mode in December.
Use Cases
Real-world scenarios tailored to your business
CPA Firms — Individuals
CPAs serving individuals handle hundreds of calls during tax season. The agent books appointments, collects preliminary information and answers questions about deadlines and refunds.
- Income tax return appointment booking
- Automatic reminder of required document list
- Answers to deadline and refund questions
- New individual client qualification
Business and SMB Accountants
SMBs call year-round for QST, payroll, financial statement and tax planning questions. The agent handles these calls and routes complex files to the right accountant.
- Call triage by file type and urgency
- Planning and review appointment booking
- QST/GST remittance and deduction deadline reminders
- Accounting emergencies escalated to the right person
Bookkeeping Services
Bookkeepers receive many client calls about monthly statements, expense categories and document preparation. The agent centralizes and prioritizes these requests.
- Monthly statement and report questions
- Document submission coordination
- Monthly review meeting scheduling
- Request follow-up and SMS confirmations
Tax Season Without Phone Chaos
Between February and April, accounting firms receive 3 to 5 times more calls than normal. Without a voice agent, you spend hours on the phone instead of filing returns. Our agent handles this volume peak automatically, books all appointments and answers frequent questions — letting you process more files in less time.
- Call volume multiplied 3-5x during tax season
- Automatic appointment booking even outside business hours
- Instant answers to T1 and T2 deadline questions
- Document list automatically sent after appointment booking
Integration with Your Practice Management Tools
Our agent integrates with the tools used by Canadian accounting firms. Calendar sync with Google Calendar or Calendly for appointments. Notifications to accountants via Slack or email. Prospect tracking in HubSpot or Zoho CRM. Billing in QuickBooks or Xero when applicable.
- Google Calendar, Calendly — centralized appointment management
- Slack — real-time notifications for client emergencies
- HubSpot, Zoho CRM — prospect and client tracking
- Automatic SMS and email reminders before appointments
What Our Clients Say
Real results shared by businesses like yours
« The 2024 tax season was our first with the voice agent and the difference is incredible. We processed 30% more files because we weren't spending our days on the phone. The agent booked all the appointments and answered basic questions while we filed the returns. »
« My clients can now reach me 24/7 for simple questions or to schedule our monthly meetings. I stopped losing clients because they couldn't reach me by phone. »
Frequently Asked Questions
Other Industries
Explore our solutions for other sectors
Get Through Tax Season Without Phone Chaos
Deploy an AI voice agent that books your appointments, answers frequent questions and triages your emergencies — while you focus on your clients' files.