For Accounting Firms

AI Receptionist for Accountants — Never Miss a New Client

Especially during tax season.

Tax season phone volume is 5x normal. You can't answer during client meetings. And new client inquiries from business owners come after hours. Aria handles it all — professional intake, appointment scheduling, and overflow management.

No setup feeLive in a few minutesTax season ready
01 · The reality

Why Accounting Firms Lose Clients

Tax Season Overwhelm
Phone volume jumps 5x from January to April. You can't hire seasonal staff fast enough, and every missed call is a potential new client gone.
In Client Meetings
You can't answer the phone during a consultation. But new prospects calling for the first time won't leave a voicemail — they'll call the next firm.
Complex New Client Intake
Qualifying a new client takes 10-15 minutes — business type, needs, urgency, existing accountant situation. That's hours of billable time per week.
After-Hours Business Owners
Business owners research accountants evenings and weekends. If nobody answers, they move on by Monday morning.
02 · How Aria helps

What Aria Does for Your Firm

New Client Intake
Aria collects business type, service needs, urgency, and contact details — structured exactly how your firm needs it for qualification.
Tax Season Overflow
Unlimited simultaneous calls during your busiest months. No busy signals, no hold times, no lost prospects.
Appointment Scheduling
Aria books consultations, follow-up meetings, and document drop-off times directly into your calendar.
Bilingual Support
Serve every client in English or French. Critical for Quebec accounting firms serving bilingual business owners.
Answers Common Questions
“Do you handle small business taxes?”“What are your fees?”“Can I book a consultation?”“Do you offer bookkeeping services?”“What documents do I need to bring?”
EN · FR
Bilingual Support
Serve every client in English or French. Critical for Quebec accounting firms serving bilingual business owners.
“Last tax season we were drowning in calls. This year Aria handled the overflow and we onboarded 40% more new clients without hiring anyone.”
— Catherine L., Comptabilit' CL, Montreal
04 · The math

The ROI Is Clear

An accounting firm misses 3 new client calls per month during tax season. At $3,000 annual value per client, that's $9,000 in lost revenue per year.

$9,000/yr
in missed new clients recovered
Aria Pro pays for itself with one new client
05 · How fast

Get Started in Minutes

01
Share your firm details
Tell us your services, specialties, fee structure, and scheduling preferences.
02
We train Aria
Aria learns your firm — services, intake process, qualification criteria, and availability.
03
Grow your practice
Forward calls to Aria and capture every new client inquiry, even during tax season.
06 · Common questions

Real questions, real answers.

Accounting firms deal with high call volumes, especially during tax season, while CPAs are busy with clients. Aria ensures every call is answered professionally, captures new client details, and schedules consultations -- so you never lose a potential client to voicemail.
Absolutely. Aria handles unlimited concurrent calls with zero wait times. During tax season, when call volume can triple, she answers every inquiry, schedules appointments, and provides basic information about deadlines and required documents without any additional cost.
Aria is designed with privacy in mind. She never stores sensitive financial data, does not discuss other clients' information, and follows strict protocols about what information can be shared over the phone. All call data is encrypted and access-controlled.
Yes. Aria books initial consultations, tax preparation appointments, and follow-up meetings directly into your calendar. She captures the client's name, business type, and reason for the meeting so you can prepare in advance.

Stop Losing Clients During Tax Season

Start your free trial and see results in a few minutes. No credit card required.

07 · Keep exploring

Related Services

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02
AI Receptionist
See how Aria works as your 24/7 AI-powered receptionist.
03
Bilingual Answering
Serve clients in English and French seamlessly.