# AI Answering Service for Accountants > Canonical: https://dialzara.com/industries/accountants > Summary: Accounting answering service for CPA firms: handles tax-season call spikes, screens new clients and books consultations 24/7. From $29/mo, 7-day free trial. ## Accounting Answering Service & AI Receptionist for CPA Firms Tax season doubles your call volume, not your staff. Dialzara answers your firm’s calls 24/7, sorts existing clients from new prospects, books consultations by service type and routes urgent calls, such as a client with an IRS notice, to the right person. ## The problem you face every day ### The Tax Season Phone Flood Tax deadlines, quarterly filings, and audit notices don't follow a 9-to-5 schedule. Your clients call when they're worried, and if they reach voicemail, they start wondering if their accountant is really on top of things. ### The Focus You Keep Losing You became an accountant to help people manage their finances, not to spend half your day returning phone calls. Every time you step away from a complex return to answer the phone, you lose focus and make mistakes. ### Financial Trust Starts With Availability People trusting you with their financial future deserve to reach a knowledgeable voice the moment they call. ## We understand your world We work with accounting firms that were drowning in calls during their busiest months. Your receptionist can't handle the volume during tax season. Your voicemail can't explain extension deadlines. We built Dialzara to be the reliable front desk your practice needs year-round. ### By the numbers - **24/7** — Answering, including nights and weekends - **Unlimited** — Simultaneous calls, so callers don't hit a busy signal - **$29/mo** — Starting price, with a 7-day free trial - **10** — Languages, with automatic detection > "I'm very pleased with your service. Your virtual receptionist has done a remarkable job, and I've even recommended Dialzara to other business owners and colleagues because of my positive experience. — Derek Stroup, business owner" ## Two paths forward ### With Dialzara - Every client call is answered promptly, even during your busiest filing periods - You complete tax returns without constant phone interruptions - New client inquiries are captured and qualified before your first conversation - After-hours calls about IRS notices get immediate professional attention - Your team focuses on billable work instead of playing phone tag ### Without Dialzara - Clients question your reliability when calls go unanswered - New prospects choose a competitor who picked up the phone first - Tax season becomes a chaotic cycle of missed calls and apologies - Your best CPAs waste billable hours returning routine phone calls - Revenue plateaus because you can't serve more clients without more staff ## Built for the Rhythm of Accounting Every feature designed for how accounting firms actually operate — from tax season surges to year-round advisory calls. ### Client Intake & Screening Captures service needs, entity type, and urgency level so your team can prioritize effectively. ### Tax Season Overflow Handling Scales to handle call volume spikes during peak filing periods without missing a single inquiry. ### Priority Routing IRS notices and urgent filing questions reach the right CPA immediately. Routine calls are scheduled for callback. ### Confidential Information Handling All caller data is encrypted and handled with the discretion your clients' financial information demands. ### Service-Based Routing Routes tax, bookkeeping, payroll, and advisory calls to the appropriate department automatically. ### Appointment Scheduling Books consultations directly into your calendar with the right time blocks for different service types. ## How Dialzara Transforms Your Accounting Practice ### 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 clear summaries and transcripts 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. ## Your Practice Is Live in Under a Day No IT department needed. We handle the setup while you handle the financials. 1. **Share Your Practice Profile** — Tell us your services, peak seasons, and how you want calls handled. 2. **We Configure Your AI** — Your AI receptionist learns accounting terminology, screening questions, and your scheduling preferences. 3. **Forward Your Lines** — Route your office line, after-hours line, or marketing numbers — all in one place. 4. **Start Serving More Clients** — Every call is answered, every lead is qualified, and your team stays focused on billable work. ## Questions Accountants Ask About Dialzara ### Can Dialzara handle calls about specific tax situations? Dialzara captures the caller's situation, urgency, and service needs, then routes to the appropriate team member. It doesn't provide tax advice — it ensures every inquiry reaches the right person quickly. ### How does it handle existing clients vs. new prospects? Your AI receptionist identifies existing clients by phone number and provides personalized routing. New prospects go through your intake screening process to capture their needs before the first consultation. ### What happens during tax season when call volume spikes? Dialzara handles unlimited simultaneous calls with no wait times. Whether you get 10 calls or 100, every caller gets an immediate professional response. ### Can it schedule appointments based on service type? Yes. Tax preparation, bookkeeping setup, and advisory consultations can each have their own scheduling rules, time blocks, and preparation requirements. ### Is client financial information kept secure? All data is encrypted in transit and at rest. We maintain strict confidentiality protocols appropriate for handling sensitive financial communications. ### Is Dialzara an answering service or an AI receptionist for accountants and CPA firms? Both. Dialzara is an AI answering service that works like a virtual receptionist: it answers every call 24/7, captures the caller's details and reason for calling, books appointments where you allow it, and sends you a summary, so accountants and CPA firms don't lose leads to voicemail. ### Can Dialzara send urgent calls for accountants and CPA firms to me right away? Yes. You set the rules for what counts as urgent, and Dialzara can transfer those calls or notify you immediately, while routine calls are handled and summarized for later. ### How much does an AI answering service for accountants and CPA firms cost? Dialzara plans start at $29/month (Business Lite: 60 receptionist minutes, then $0.48 per minute). Busier firms usually choose Business Pro ($99/month, 220 minutes) or Business Plus ($199/month, 500 minutes). Inbound plans include a 7-day free trial, monthly billing and no setup fees, and white-glove setup is included with paid plans. That is typically 85–95% less than hiring in-house reception staff. ### Does it work with our practice management software? Dialzara sends call summaries and booking details by email and SMS and connects to other tools through Zapier, Make and webhooks. Confirm the exact workflow for your practice management software during setup. ## Get started [Start Answering Every Call](https://dialzara.com/pricing)