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 accounting firms choose Dialzara's AI answering service
Dialzara provides a customizable, AI-powered answering service for bookkeepers, CPAs, and accounting firms, ensuring your clients receive excellent service even during busy tax seasons.
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 clients
Make sure every client always reaches a helpful assistant and enhance your customer service.
How can our AI answering service benefit your accounting practice?
Professional service for your clients 24/7, powered by AI
Answer calls any time of day
When you send a client to voicemail, it doesn't send the right message. With Dialzara's AI answering service, you can be available 24/7 and give your clients a better experience.
- Handle urgent tax deadline questions
- Schedule consultations even after hours
- Provide immediate assistance during busy season
Schedule consultations and qualify leads
Save time on routine inquiries and focus on billable work. Your AI receptionist can schedule consultations, collect client information, and qualify leads based on your specific criteria.
- Schedule meetings with available calendar slots
- Collect client information and service needs
- Pre-qualify prospects for your services
Professional message taking with 99.8% accuracy
No more missing important client details. Our AI receptionist captures all the essential information and provides detailed summaries of each call.
- Receive detailed call summaries via email
- Capture client contact information accurately
- Document service requests and questions
Create your accounting firm AI receptionist
Ready in minutes, serving clients 24/7
Set up
Create an account and connect your existing accounting firm phone number or use the included dedicated number for your AI virtual receptionist.
Choose voice & number
Select from over 40 different professional voices for your AI receptionist, and get a dedicated local or toll-free phone number.
Train & refine
Give your AI agent information about your services, pricing, and common client questions. Create custom scripts for tax season and consultation scheduling.
Go live
Launch your AI receptionist and start serving your clients 24/7. Monitor performance and make adjustments as needed.
Ready to serve your clients 24/7?
Join accounting firms that never miss client calls with Dialzara's AI answering service.
Start Free Trial