Book Your Free AI AuditThe AI voice agent for accounting firms that answers every call, qualifies the client, and follows up until the return is signed — 24/7 tax season call answering, even in April.
Intake qualified & synced
Ready for preparation · 1040 & Schedule C
Riley is an AI receptionist — it never gives tax advice. Any tax question is handed to a licensed preparer on your team.
It's rarely one big thing. It's a handful of small, expensive leaks.
A prospect calls in March wanting a quote. If no one answers, they call the next firm on the list.
During tax season your team is buried in returns while the phone keeps ringing with new intake calls.
Without fast, consistent follow-up, a client who said yes never sends their W-2s and the file stalls.
Click through an after-hours new-client intake call, start to finish.
One continuous system, not three separate tools.
Riley picks up in under 2 rings, any time, any day — even April 14th at 11pm.
Filing type, entity, and documents needed — captured and handed off clean.
Nova chases missing documents and signatures for 14 days until the return is done.
A CPA answering service built in two layers — Riley handles the moment, Nova handles what happens after.
Real tax practices, real April — Riley and Nova keep the work moving while the team stays focused on returns.
Not just call-answering — a full system for keeping returns moving.
Collects required documents without back-and-forth emails.
Auto-texts before filing deadlines to prevent late penalties.
Proactive texts so clients don't have to call in for status.
Pre-screens filing type and complexity before handing off to a preparer.
Books tax planning and review calls automatically.
Suggests add-on services based on client profile.
Captures new leads while your competitors' voicemail boxes fill up.
Automated reminders close the loop on completed returns.
Don't take our word for it — call Riley live and hear exactly how a new-client intake gets answered, qualified, and booked, start to finish.
Live line — call from your phone right now. Riley picks up in under two seconds, day or night.
Commit to a year of Complete AI 360 and we'll waive two months — the equivalent of running tax season on the house. One approved offer, no fine-print gymnastics.
Answer a few questions, see your yearly gap, then pick your call time.
About 4 minutes.
Setup takes 21–30 days · A monthly plan is required after setup · Voice overage is $0.15/minute · Unlimited minutes is a $175/month add-on.
Everything you need to know about putting your front desk on autopilot.
Setup typically takes 21–30 days · Voice overage $0.15/min · Unlimited minutes $175/mo add-on. No long-term contract required.
The difference between a frantic tax season and an automated one.
Voice agent setup only. Prices may vary if your build includes more than the voice agent. Results vary; no guarantees. Ends Nov 29, 11:59 PM CT.
Deploy Riley and Nova this week and ensure every single return inquiry turns into a signed client before deadline day.