Stay Responsive During Tax Season – Without Overloading Your Team
Tax accountants face a surge of calls during peak filing periods. Missed calls mean missed clients and lost revenue. Intellivizz Ai Receptionist ensures every inquiry is answered instantly, appointments are booked automatically, and your team stays focused on filing – not phones.
Why Tax Accountants Choose Intellivizz Ai Receptionist
24/7 Call Answering During Tax Season
Never miss a new client or urgent filing question — even after hours.
Appointment Scheduling & Reminders
Automatically book, confirm, and reschedule tax consultations.
Client Pre-Qualification
Capture filing type, business or individual status, and urgency before your team engages.
Instant Call Summaries & Transcripts
Receive detailed intake notes for faster, more accurate follow-ups.
Smart Call Routing
Forward high-priority or complex tax matters directly to the right accountant.
Professional, Consistent Client Experience
Eliminate hold times, voicemails, and rushed conversations.
Multilingual Support (7 Languages)
Serve clients in English, Spanish, French, German, Portuguese, Italian, and Dutch.
Reduce Staff Workload
Free your team from repetitive calls so they can focus on compliance and filings.
CRM & Calendar Integration
Sync all calls, leads, and appointments with your accounting software.
Pricing
Plan Name: Volt
Price: $199/month (USD)
$499 one-time setup fee
1–2 week setup time
Cancel anytime
Make Every Client Call Count
Quick Links
Request a Call Back
Discover how Ai can streamline your tax practice communications.
Frequently Asked Questions
Can the Ai handle sensitive financial questions?
Yes. The Ai is trained to communicate professionally and securely with tax-related inquiries.
What information can the Ai collect from callers?
Filing type, business or personal tax status, deadlines, and contact details.
Will clients know they are speaking with an Ai?
The Ai sounds natural and conversational, designed to feel professional and helpful.
Can urgent tax matters be routed to my team immediately?
Yes. High-priority calls can be transferred live with full context.
Does the Ai book appointments automatically?
Yes. It schedules, confirms, and reschedules appointments 24/7.
Is client data secure?
Yes. Strong security standards protect all client communications and data.
Does it support multilingual clients?
Yes. Supports 7 languages, including Spanish.
Will this replace my receptionist or staff?
No. It works as overflow, after-hours, or seasonal support.
How long does setup take?
Typically 1–2 weeks, including customization to your workflow.
Can it integrate with my accounting software?
Yes. Integrates with CRMs, calendars, and accounting systems.
Is this suitable for tax season spikes?
Absolutely. The Ai scales instantly to handle high call volumes.
How does this help increase revenue?
By answering every call promptly and booking more consultations, fewer leads are lost.
Blog
