AI Phone Answering for Accountants
Every client answered, even at tax time.
From February to April the phone rings more than you can answer. Callspace picks up every call, captures what the caller needs, and books the meeting, so you stay on the return in front of you.
7-day free trial · 5-minute setup · Trained on your business · No contract
- Books new clients while you are on a return
- Answers deadline and document questions the same way every time
- Takes several calls at once through tax season
Answering for
- Inspiration Commerce Group
Coverage
Every call, handled.
Callspace picks up 24/7, books the meeting, and texts the caller what to bring. Questions about a specific return reach the accountant on the file as a message.
- 01
Takes new-client intake
Individual or business, what they need, whether they are switching from another firm, and how big the file is. The agent books the first meeting and sends a confirmation with what to bring.
- 02
Handles the busy-season surge
The week before a deadline, every call gets answered. The agent takes several at once, books what it can, and sends the rest to you as messages with callback numbers.
- 03
Answers the deadline and document questions
Filing dates, what to bring, how to send documents securely, whether you handle payroll. Your answers, given consistently, with your portal link texted to the caller.
- 04
Takes existing-client calls
A client asking about their return gets a message to their accountant with a callback number. Figures, status, and advice stay with the person who knows the file.
Boundaries
What it will not do
- It does not give tax or financial advice, or answer a question about a specific return.
- It does not read a balance, a refund status, or a filing status back to a caller.
- A notice, an audit letter, or a deadline today goes to the accountant on the file with the transcript attached.
Training
Trained on your business, inside and out.
- 01
Your services
Knows what you do and who you do it for, from personal tax and small-business bookkeeping to payroll, corporate year-ends, and advisory, and books the right meeting for each.
- 02
Your prices
Answers what a personal return, a corporate year-end, or monthly bookkeeping starts at with the ranges you set, and explains how you quote larger engagements.
- 03
Your customers' questions
"When is the deadline?" "What do I need to bring?" "Can you fix what my last accountant did?" Trained on what clients ask during busy season, and on which questions go to you.
- 04
How you sound on the phone
Organised and calm. A client who just opened a letter from the tax authority hears someone who knows exactly what to collect.
Integrations
Connects to what you already run.
Live integrations are the ones the agent can act through today. The rest are on the way, and anything not listed reaches us through webhooks or a custom integration.
- Avaros EMR Soon
- Attio Soon
- Salesforce Soon
- HubSpot Soon
- Slack Soon
- Pipedrive Soon
- Zapier Soon
- Stripe Soon
- n8n Soon
FAQ
Questions we get asked.
Does it work with our practice software?
Callspace books straight into Google Calendar and Calendly today. For Karbon, TaxDome, Canopy, or another practice system, we connect through webhooks or build the integration for you.
How does it handle a client asking about their refund?
It takes the message and sends it to the accountant on the file with a callback number. Return details stay with the person who has the file.
Can it send clients our document checklist?
Yes. It texts the caller the link or checklist you give it, and confirms the meeting at the same time.
What about client confidentiality?
Every call is recorded and transcribed, and only the people you give access to can read them. Recording links expire in five minutes. Turn on compliance mode and caller details stay inside the app, with a log of who read what.
Never miss another customer.
Callspace picks up tonight — so the next call doesn't go to your competitor. Setup takes about five minutes, and you can turn it off whenever you want.