For accounting and tax firm owners
Get through tax season without drowning in calls and emails
In tax season the phones and inboxes explode with new-client inquiries, document questions and “where’s my return?” calls. BookAI Studio answers, qualifies and routes them, so your team can do the work clients pay for.
AI Audit line (786) 983-4442: talk to us about what you need or get the $999 AI 10-Hour Blueprint. Demo line (888) 983-0443: hear a live demo of the agent for your accounting business.
- New-client inquiries wait days during tax season
- “Where’s my return?” and document calls bury your staff
- Prospects who aren’t a fit take up consultation time
- Missing documents hold up returns
- Off-season follow-up for bookkeeping and advisory gets skipped
Two ways to start
Know what you want? Talk to us
Call the AI Audit line and tell us what your accounting business needs, or get the AI 10-Hour Blueprint: our AI phone agent learns how your week runs (about 10 minutes, any time) and we map where AI saves you the most time and money.
$999 one-time
ROI report · 3–5 exact tool picks · click-by-click install guides · staff SOPs · delivered in 72 hours · 100% money-back if we don’t find 3+ hours a week.
📞 AI Audit line (786) 983-4442
Want to hear it first?
Call the demo line and talk to a live AI agent the way your clients would: the receptionist, onboarding, training, ticketing, missed-call text-back, win-back and review agents below.
What we build for accounting and tax firms
Every agent is trained on your accounting business: your services, your rules and your hand-off to a real person.
AI Accounting Firm Receptionist
Answers every call, separates new prospects from existing clients, and books consultations or routes questions.
Bronze $197/mo · Silver $397/mo · Gold $697/mo
New-client onboarding
After engagement, sends the document checklist, collects what you need and explains deadlines and next steps.
Custom quote
Employee training agent
Gives preparers and staff instant answers on firm procedures, checklists and policies.
$400/month (Internal Company AI Agent)
Ticketing agent
Turns document questions, return-status requests and notices into tickets routed to the right preparer.
Custom quote
Missed-call text-back
When a call is missed in tax season, the caller gets a text right away so the new client doesn't call another firm.
Custom quote · also an option in the $199/mo Lead-Ready Starter website plan
Win back old clients
Reaches past clients before tax season and prospects who never engaged, and books the consultation.
Custom quote
Google review requests
After the work is done, happy clients get a request for a Google review.
Custom quote · included in the $450/mo Growth Automation website plan
AI agents accounting and tax firms start with
AI Lead Capture Agent
Responds to new-client inquiries instantly, asks about services, entity type and timing, and books a consultation.
$350/month
AI Receptionist
Answers every call, separates new prospects from existing clients, and books or routes them.
Bronze $197/mo — 250 minutes
Silver $397/mo — 600 minutes
Gold $697/mo — 1,500 minutes
AI Ticket Agent
Turns client requests — document questions, return status, notices — into tickets routed to the right preparer, and follows up until closed.
Custom quote
Custom Agent
Need something specific to accounting and tax firms? We build an agent around your exact workflow: intake, scheduling rules, quotes or compliance steps.
Custom quote
Websites for accounting and tax firms
Need a better website too? Monthly website systems from BookAI Studio SMB Site Services.
Lead-Ready Starter
$199/mo
$549 due today ($350 setup + $199 first month). Your next $199 payment is due 30 days after your site goes live.
- Mobile 1-3 page website
- Call, text, map, hours, and booking CTA
- Lead form + missed-call text-back option
- QR code, review link, and monthly edits
Website + Business System
$250/mo
$750 setup for website, portal, CRM, forms, and launch support.
- 5-page managed website
- Branded client portal + CRM setup
- Lead forms, booking request, and auto-reply
- Monthly edits, lead report, and support
Growth Automation System
$450/mo
$1,200+ setup depending on payments, store, automations, and content needs.
- Website, portal, CRM, and payment flow
- Email/SMS follow-up and review requests
- Offers, landing pages, or simple store
- Analytics, lead source report, and growth tasks
Questions from accounting and tax firms
Will it give tax advice?
No. It collects information, books consultations and routes requests. Tax advice stays with your licensed professionals.
How do you handle client privacy?
We scope exactly what the agent may collect and keep sensitive items like Social Security numbers out of it. Documents go through your own secure portal.
What’s the difference between the two phone numbers?
Call (786) 983-4442, our AI Audit line, when you know what you want or want the $999 AI 10-Hour Blueprint. Call (888) 983-0443, our demo line, to hear a live demo of an AI agent before you decide.
Should I get the audit or go straight to an agent?
If you already know the problem — missed calls, slow lead replies, a buried help desk — pick the agent that fixes it. If you’re not sure where AI would save you the most time and money, start with the $999 AI 10-Hour Blueprint and we’ll map it for you.
What’s in the $999 AI 10-Hour Blueprint?
You talk to our AI phone agent about how your week runs (about 10 minutes, any time, 24/7). Within 72 hours you get an ROI report, 3–5 exact tool recommendations with real pricing, click-by-click install guides and staff SOP templates in your private portal. If it doesn’t find at least 3 hours a week you can recover, you get a 100% refund.
How fast can an agent go live?
It depends on how many services, rules and connections your business needs. We train the agent on your services, policies and FAQs, connect it to your phone, website or inbox, and give you a timeline on the first call.
Does the agent sound like my business?
Yes. It answers in your business name, uses your services and terms, and hands off to a real person when it matters.
Talk to us about your accounting business
Tell us what’s slowing you down. We reply within 24 hours.
Or call the AI Audit line (786) 983-4442 · hear a demo at (888) 983-0443 · email admin@bookaistudio.com