AI Receptionist for Accounting Firms in Chicago, IL

Whether you are in the Loop, Lincoln Park, or serving Cook County, if you run an accounting firm in Chicago, IL, you know tax season — the phones ring non-stop, your staff is buried in returns, and every missed call is a client filing an extension or going to a competitor. Our AI receptionist answers every call 24/7, books tax prep appointments, guides new clients through your intake process, and handles routine inquiries so your CPAs stay focused on the work that matters.

1

Tax season overflow — AI handles the surge when your phones are ringing off the hook

2

Client onboarding — AI guides new clients through your intake process and document checklist

3

Appointment booking — AI books tax prep and consultation appointments into your calendar

Real Results from a A South Florida CPA firm Client

50% reduction in tax-season missed calls

$8,000+ in billable hours protected annually

2-day setup during peak season

Frequently Asked Questions

How fast can an accounting firm get this live?
Most accounting firms are live within 48 hours. We integrate with your scheduling system and train Sofia on your services, pricing, and tax-season workflow.
Can the AI handle tax questions from clients?
Sofia answers general service questions like "Do you do business returns?" and "What do I need to bring?" She never gives tax advice and always routes tax-specific questions to your CPAs.
What about document collection and client portals?
Sofia can email clients your document checklist and portal login instructions. She follows up automatically until documents are received.
Will this work with our accounting software?
We integrate with QuickBooks, Xero, and most scheduling platforms. If your system has calendar sharing or API access, we connect to it.
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