Why CPA Firms Choose Intellivizz AI Receptionist
24/7 Client Support
Never miss an important client call, even during peak tax season.
Appointment Scheduling
Automates bookings and reminders for consultations and reviews.
Bilingual & Multilingual Support
Communicate seamlessly with diverse clients.
Secure & Confidential
Built with HIPAA-grade compliance for financial data protection.
Smart Call Routing
Directs calls to the right accountant or department.
Payment & Billing Reminders
Keeps clients updated on invoices and payments.
Lead Qualification
Identifies potential clients and routes them to your team.
Scalable for Busy Seasons
Perfect for tax deadlines and peak workload months.
CRM Integration
Syncs with your existing practice management software.
Pricing
Plan Name: Pulse
Price: $649/month (USD)
HIPAA-compliant
$999 one-time setup fee
1–2 week setup time
Ready to Experience the Power of AI?
Request a Call Back
FAQs
How can an AI Receptionist help my CPA firm?
It answers calls, schedules client meetings, provides tax deadline reminders, and manages FAQs, letting your accountants focus on client work.
Is it secure enough for financial data?
Yes, the Pulse Plan is HIPAA/GDPR compliant, ensuring your clients’ financial information is protected.
Can it remind clients about tax deadlines and billing?
Absolutely. The AI Receptionist can send reminders for tax filing deadlines, invoice payments, and scheduled meetings.
Will it integrate with my existing practice management system?
Yes, it integrates with CRMs and accounting software to keep client interactions seamless.
Can it handle multiple accountants’ schedules?
Yes, it manages calendars for multiple CPAs and ensures smooth appointment coordination.
Do I need to train the AI for accounting-specific terms?
The system comes pre-trained for financial and accounting workflows, with customization options available.
Quick Links
Blog
