AI receptionist for financial and accounting firms
Streamline client communication with an AI receptionist service that schedules consultations, answers FAQs, and provides 24/7 availability for your business.
Why accountants choose Dialzara's AI answering service
Affordable
Get top-notch phone answering service from an AI receptionist that actually knows and cares about your business, without the price tag of hiring in-house staff.
Customizable
Train your AI receptionist to fit your needs. Whether it's answering common questions, transferring urgent calls, scheduling consultations or taking everyday messages, Dialzara's virtual AI answering service is perfect for your accounting practice.
Available 24/7
Never worry about missing calls again. Our AI receptionist is available around the clock and can handle multiple calls simultaneously.
Increased productivity
Free up your time to focus on projects, manage client relationships, and make strategic decisions for your accounting firm.
Scalable
From solo CPAs to full-size accounting firms, our AI answering service fits any size business with ease.
Happier callers
Make sure every client always reaches a helpful assistant and enhance your customer service, especially during tax season.
How can our AI answering service benefit your accountants business?
Professional AI phone answering for accounting firms. Handle client calls, schedule consultations, and provide 24/7 support during tax season and beyond.
Answer calls any time of day
When you send a caller to voicemail, it doesn't send the right message. With Dialzara's AI answering service, you can be available 24/7 and give your callers a better customer experience.
Automate routine phone calls, capture crucial information, and transfer callers to the right point of contact
Answering the phone or not can make the difference between keeping a client or letting them go to a competitor. With an AI answering service on your side, your callers never have to wait. Train your AI receptionist to answer questions and collect important information. Easily pass this info to your CRM with our integrations.
Take messages with 99.8% transcription accuracy
Nobody wants to spend time after a long day listening to voicemails. Our AI receptionist asks the right questions, takes notes on the call, and emails or texts you an easy to read summary, as well as a full call recording and transcription for every call so you can prioritize followups.
Create your accounting firm AI receptionist
Ready in minutes, working 24/7
Set up
Create an account and connect your existing accounting firm's business phone number or use the included dedicated number for your AI virtual receptionist. Dialzara seamlessly integrates with your current phone setup.
Train your AI
Give your AI agent information about your services, specialities, and tax deadlines. Create tailored scripts for different types of calls like taking messages, handling urgent calls, and answering common questions.
Test & refine
Live chat with your agent and place test calls to understand how your AI is handling inquiries. Use the information gathered to modify your AI's knowledge base, refine training, and further optimize call handling processes.
Go live
Set up call forwarding to have your AI receptionist immediately begin fielding calls, capturing qualified leads, and giving you back your time. Our AI answering service is on call 24/7 so you never miss an opportunity.
Frequently Asked Questions
How does Dialzara handle tax season call volume?
Dialzara is built to handle unlimited concurrent calls, which makes it perfect for accounting firms during tax season. While your human staff might be overwhelmed, our AI receptionist maintains the same level of service regardless of call volume, ensuring every client receives prompt attention without long wait times.
Can the AI answer questions about tax deadlines and requirements?
Yes, you can train your AI receptionist with information about current tax deadlines, filing requirements, and other common questions. The AI can provide accurate information about these topics while clearly stating that it's not offering tax advice. For more complex questions, it can collect information and schedule a consultation with a CPA.
How does the AI handle client confidentiality?
Dialzara is designed with privacy and security as top priorities. All conversations are encrypted, and you maintain control over what information is collected and stored. The system implements multiple security measures to protect client information, and you can configure the AI to adhere to your firm's specific confidentiality protocols.
Can the AI schedule appointments and consultations?
Absolutely. Your AI receptionist can integrate with your calendar system to check availability and schedule appointments in real-time. Clients can call to book initial consultations, tax preparation appointments, or follow-up meetings without taking up your administrative staff's time.
How does the AI transfer urgent client matters?
You can configure your AI receptionist to recognize urgent keywords and immediately transfer these calls to the appropriate team member. For after-hours emergencies, the AI can follow your customized protocol, such as sending urgent notifications to designated staff or scheduling high-priority callbacks for the next business day.
Is there a free trial?
Yes, we offer a 7-day free trial so you can experience how Dialzara's AI receptionist handles your accounting firm's calls before committing to a subscription. During the trial, you'll have full access to all features and customization options.
Try our accountants AI answering service for free
Join hundreds of other companies using Dialzara - an AI answering service for accountants and bookkeepers that picks up the phone when you can't. Try it free for seven days.