Never Lose a Tax Client to a Missed Call Again
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
Share Your Practice Details
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.
Share Your Practice Details
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
Missed calls during tax season mean clients go to competitors who answer immediately—losing you $500-$2,000+ per client in annual revenue
Hiring temporary receptionists for 3-4 months costs $12,000-$20,000 plus training time you don't have when you're buried in returns
Phone tag with clients about missing documents delays filings, creates bottlenecks, and causes last-minute April 15th panic for everyone
After-hours calls go to voicemail where urgent extension requests and new client inquiries sit unanswered until morning—or get forgotten entirely
You're interrupted every 10 minutes answering basic questions about pricing, hours, and documents needed—destroying your focus on complex tax situations
With Callis
AI-powered excellence
Capture Every Tax Season Call
Your AI receptionist handles unlimited simultaneous calls during peak season—no busy signals, no voicemail, no lost revenue when clients need you most from January through April.
Book Appointments Instantly
Books consultations, tax prep appointments, and extension meetings directly into your calendar 24/7. Clients schedule when convenient for them—even at 11 PM on a Sunday.
Automate Document Checklists
Automatically provides clients with customized document checklists based on their tax situation—W-2s, 1099s, mortgage statements, business expenses—reducing back-and-forth and no-shows.
Handle Client Information Securely
Collects basic client information securely while maintaining HIPAA-level privacy standards. Never discloses sensitive tax details over the phone, only schedules and directs appropriately.
Save 90% on Reception Costs
Get professional call answering for 90% less than hiring seasonal staff. No payroll taxes, no training time, no overtime during April's crunch—just reliable service year-round.
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 tax professionals
See Callis Handle a Real Tax Preparation Call
See how your AI receptionist handles real calls
With your firm's name, your services, your protocols.
+1 (936) 262 4300OR
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Join 400+ businesses already using Callis