Meet A.R.I.A
Accounting Response & Intake (AI) Agent
Your Accounting Firm's AI Receptionist
Tax Season Is 90 Days.
Your Clients Don't Stop Calling After 5.
A.R.I.A answers every call when your team is buried in returns. She books consultations, answers tax season questions, and makes sure no client feels ignored — even at your busiest.
A.R.I.A — Always On
24/7 professional call handling
200+
calls missed by the average
CPA firm during tax season
68%
of clients say they'd switch
over poor responsiveness
67%
of callers won't
leave a voicemail
She Handles the Phones.
You Handle the Numbers.
A.R.I.A is trained specifically for accounting firm environments — from tax season overflow to client intake.
Answers Every Call, Even During Tax Season
A.R.I.A picks up every call — while your team is deep in returns, after hours, on weekends during busy season. Clients hear a professional voice, not voicemail.
Books Consultations & Appointments
She checks your calendar in real time and books tax consultations, planning sessions, and initial meetings.
Tax Season Overflow Handling
When your phones are ringing off the hook in March and April, A.R.I.A handles the overflow seamlessly.
Saturdays by appointment only.
Handles Common Financial Inquiries
Tax deadlines, document checklists, office hours, filing status updates — A.R.I.A handles the questions your staff answers 100 times during busy season.
Client Intake & Document Collection
New client calls get a smooth intake experience. A.R.I.A collects their information and sends a document checklist via email.
Full Dashboard & Analytics
See every call, consultation, and message in one clean dashboard. Track inquiry volume, peak times, and conversion rates.
Your Best Clients Shouldn't Get Voicemail
They've trusted you with their finances for years. But when they call during busy season and nobody answers, that trust starts to erode.
"Tom's a small business owner. His accountant hasn't returned his call in 3 days — because tax season. He calls your firm instead. Your team left at 5. Voicemail plays. Tom hangs up."
Tom Googles 'accountants near me' and calls the first firm that answers. By Friday morning, he's signed an engagement letter — with someone else.
A.R.I.A answers warmly, captures Tom's business details, and books a consultation for Monday at 10am. Tom feels heard. Your team starts Monday with a new client ready to go.
"Your phones haven't stopped ringing all morning. Three clients are on hold. A referral from your biggest client calls — and gets a busy signal. She tries twice more, then gives up."
That referral never calls back. Your biggest client awkwardly learns you couldn't even answer the phone for someone he personally recommended.
A.R.I.A catches the overflow, takes the referral's details, flags it as VIP, and books a callback. You follow up within the hour. The relationship deepens.
"Maria just got a W-2 that doesn't look right. She's worried about filing correctly. She calls her accountant — your firm — on Saturday morning. Nobody's there."
Maria spends the weekend anxious. Monday she calls H&R Block instead. A loyal client of 6 years, gone over a single unanswered call.
A.R.I.A answers, reassures Maria that the issue is common, takes detailed notes, and schedules a call with her accountant for Monday morning. Maria feels taken care of.
How A.R.I.A Handles Your Calls
Click each feature to see how A.R.I.A transforms your firm's call experience.
Answers Every Call, Even During Tax Season
A.R.I.A picks up every call — while your team is deep in returns, after hours, on weekends during busy season. Clients hear a professional voice, not voicemail. Always.
Books Consultations & Appointments
Tax Season Overflow Handling
Handles Common Financial Inquiries
Client Intake & Document Collection
Full Dashboard & Analytics
Up and Running in 48 Hours
No complicated setup. No IT team. We handle everything.
We Configure A.R.I.A for Your Firm
Tell us about your services, team, specialties, and client communication preferences. We build your custom AI receptionist — trained for accounting.
Forward Your Calls
Calls forward to A.R.I.A when your team is unavailable — after hours, during busy season overflow, or whenever you choose.
Never Lose a Client Again
Consultations booked, messages delivered, urgent matters routed. Review everything in a clean dashboard each morning.
What Accounting Firms Are Saying
"Last tax season we missed over 200 calls in March alone. This year, A.R.I.A handled everything. Not a single call went unanswered. We signed 18 new clients we would have lost."
Managing Partner
CPA Firm, 8 CPAs
"The ROI is absurd. One new business client during tax season covers the cost for the entire year. A.R.I.A booked us 6 in the first month."
Firm Administrator
Tax & Advisory Practice
"My team used to dread the phones during busy season. Now they can focus on actual work while A.R.I.A handles intake, booking, and questions. Morale has completely changed."
Senior Partner
Accounting & Bookkeeping Firm
Simple, Transparent Pricing
One new business client during tax season pays for A.R.I.A for the entire year. No contracts. Cancel anytime.
Starter
For solo practitioners
- Up to 100 calls/month
- Natural AI voice receptionist
- Consultation booking
- Message logging & delivery
- Email notifications
- Simple dashboard
Growth
For growing firms
- Up to 300 calls/month
- Everything in Starter
- Calendar integration
- Client intake & checklist emails
- Tax season overflow handling
- Practice management sync
Professional
For busy multi-partner firms
- Unlimited calls
- Everything in Growth
- Priority support
- Multi-location support
- Advanced call routing
- Detailed analytics & reporting
Common Questions About A.R.I.A
How does A.R.I.A handle sensitive financial information?
All communications are encrypted (AES-256) and stored securely. A.R.I.A never asks for SSNs, bank account numbers, or other sensitive financial data over the phone. She captures only the information needed to route and schedule — nothing more.
Can A.R.I.A integrate with our accounting software?
Yes. A.R.I.A integrates with popular practice management tools including Karbon, Canopy, TaxDome, and others. Appointments and intake data sync automatically.
Does A.R.I.A scale during tax season?
Absolutely. A.R.I.A handles unlimited concurrent calls on the Professional plan. Whether you get 10 calls a day or 100, she never gets overwhelmed and never puts anyone on hold.
Can clients tell they're talking to AI?
Most can't. A.R.I.A uses natural voice technology with professional tone and appropriate pauses. We'll demo her live during your call so you can judge for yourself.
What happens if a client has an urgent tax deadline question?
A.R.I.A can answer common deadline questions (filing dates, extension deadlines) from your firm's knowledge base. For urgent, specific questions, she flags the call and routes it to the appropriate team member immediately.
Can A.R.I.A send document checklists to new clients?
Yes. After intake, A.R.I.A can send a customized email with your firm's document checklist, engagement letter, and onboarding instructions — automatically.
Your Clients Deserve Better Than Voicemail
Book a 15-minute demo and hear exactly how A.R.I.A will sound to your clients. We'll build your custom AI receptionist live on the call.
No contracts. Cancel anytime. 14-day free trial.