Starter Intake
KPI: Qualified intro calls
Starting at $199/mo
- • Lead capture + callback
- • Service-type qualification
- • Meeting booking
Accounting Packages
Client Intake + Document Collection on Autopilot
Reduce admin overhead and speed up onboarding.
Looking for detailed industry guidance? View the Accounting industry page.
Review before launchNo long-term contractBilingual EN/ES
24/7
Always On Coverage
48h
Typical Launch
EN/ES
Bilingual Voice
<2 min
Lead Response Speed
Growth Onboarding
KPI: Onboarding cycle time
Starting at $399/mo
- • Document checklist follow-ups
- • CRM pipeline automation
- • Reminder sequences
Premium Renewal
KPI: Client retention and expansion
Starting at $699/mo
- • Renewal campaigns
- • Upsell triggers
- • Weekly optimization
How rollout works
1) Strategy Call
We map your call flows, handoff rules, and ideal lead criteria.
2) Build + QA
We configure your AI voice agent, booking logic, and CRM routing.
3) Go Live + Optimize
Launch in production and tune weekly based on real calls.
FAQ
How fast can we launch?+
Most accounting clients go live within 48–72 hours after kickoff.
Can this plug into our CRM and calendar?+
Yes. We support booking + CRM workflows on Growth and Premium tiers.
Do you support bilingual callers?+
Yes, English/Spanish support is included for relevant call flows.
Can this help during tax-season call spikes?+
Yes. We handle high-volume intake, route by service type, and keep response SLAs intact during peak periods.
Can document collection reminders be automated?+
Yes. Growth and Premium include reminder workflows to reduce back-and-forth during onboarding.