Stop Missing Client Calls During Tax Season
Call to hear your AI receptionist —
it's live right now
No signup · No commitment · Just call and experience it
CALL ANSWER RATE
SECOND AVERAGE RESPONSE
COVERAGE INCLUDING HOLIDAYS
DAYS TO GO LIVE
How It Works
From demo to live in three simple steps
Tell Us About Your Firm
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
Tell Us About Your Firm
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
The Difference Is Clear
Without Callis
Missing new client inquiries during busy season when voicemail boxes fill up and prospects move on to competitors
CPAs and senior accountants interrupted constantly for scheduling requests, reducing billable hours and productivity
Paying $35,000-$45,000 annually for a full-time receptionist who can't work nights, weekends, or handle multiple calls simultaneously
Clients frustrated by long hold times during tax deadlines, leading to negative reviews and lost retention
No centralized system to capture caller details, track inquiry sources, or follow up on potential clients systematically
With Callis
AI-powered excellence
Capture Every Client Call
Capture every client call during tax season crunch, busy season, and after-hours—when 40% of accounting inquiries happen outside business hours.
Consultations Book Themselves
Automatically book tax consultations, financial reviews, and client meetings directly into your calendar with service-specific time blocks and buffer periods.
HIPAA-Grade Data Protection
HIPAA-compliant conversations that protect sensitive financial information. Screen calls intelligently and route urgent matters to the right CPA or bookkeeper.
White-Glove Client Experience
Greet clients by name, answer common questions about services, deadlines, and document requirements—delivering the white-glove service your firm is known for.
Protect Your Billable Hours
Stop interrupting CPAs and accountants for routine calls. Let your professionals focus on high-value client work while AI handles intake, scheduling, and FAQs.
Simple, Transparent Pricing
No contracts. Cancel anytime. No hidden fees.
+ $999 one-time setup
Cancel anytime · No contracts
Everything included
Your $999 setup includes:
Custom AI Training·Phone System Setup·Call Flow Design·Testing & QA·Go-Live Support·Dedicated Account Manager
The Real Cost of Missed Calls
See how Callis compares to traditional staffing
Full-Time Office Receptionist
With Callis
RecommendedYour Estimated Savings
$3,600 - $5,300 / month
That's $43,200 - $63,600 saved per year
Frequently Asked Questions
Everything you need to know about AI receptionists for accounting firms
See Callis Book a Real Tax Consultation
See how your AI receptionist handles real calls
With your firm name, your services, your client protocols.
+1 (936) 262 4300OR
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Join 400+ businesses already using Callis