For accounting · Tax firms · Vertical-tuned · No agency
Your 24/7 AI receptionist for accounting and tax firms.
Analese answers your phone while the partners are buried in returns, captures engagement-letter context without giving tax advice, records caller-stated notice deadlines, and follows the firm’s configured handoff rules during filing season. Built for one-CPA shops and multi-partner practices alike — same self-serve signup, no agency in between.
- Runs engagement-letter intake
- Captures notice deadlines for staff review
- Covers tax season when the partners can’t pick up
What you get on day one
Six things your AI does the moment your accounting or tax firm signs up.
Every feature ships in the product — nothing to unlock, nothing extra to buy, nothing an implementation partner has to wire up first. Point Analese at your phone line and start catching the next tax-season call on day one. The AI receptionist keeps engagement-letter intake moving while the partners stay focused on returns.
- 01
Catches the seasonal spike that drops billable engagement
January 15 estimated-tax calls, March 15 partnership returns, April 15 individual and corporate filings, October 15 extensions, and every state-specific pass-through deadline compress into the same six-week window where the partners are buried in returns. Analese answers in seconds, captures the engagement-letter details, and books the discovery or drop-off slot so a missed call becomes a booked engagement instead of a missed revenue line.
- 02
Runs engagement-letter intake without quoting tax advice
Captures entity type (sole proprietor, single-member LLC, partnership, S-corp, C-corp, individual), fiscal-year end, prior-year return status (filed, extension pending, unfiled), and the current-year deliverables the caller is asking about. Never quotes fees, never characterizes refund outcomes, and never offers a tax position it cannot verify on the spot — those answers come from the engagement partner after intake, with the captured details already attached to the booking.
- 03
Captures IRS and state notice deadlines
Short-deadline federal and state notices can be recorded with the caller-stated response window and routed through your configured follow-up path. The receptionist does not give tax advice or decide a filing position; the engagement partner reviews the notice and deadline.
- 04
Captures the document context before the prep meeting
W-2s, 1099s (NEC, MISC, INT, DIV, R, B, G, K), K-1s from partnerships and S-corps, 1098s (mortgage interest, property tax, student-loan interest), brokerage 1099-Bs with cost-basis statements, charitable contribution receipts, state-specific additions and subtractions, and prior-year carryforwards (NOL, charitable, capital-loss, basis) — captured on the call and attached to the booking so the preparer walks into the prep meeting with the checklist already in front of them.
- 05
Covers the hours the firm cannot staff during filing season
When the partners are mid-prep, in a client review, or off for the weekend in March — the AI answers in seconds with a greeting tuned to your real hours and your real escalation policy. The Solo plan at $99/month was built for the sole practitioner or two-partner firm that fields a few dozen calls a week during tax season and never wanted to bill prep hours while worrying about the front desk.
- 06
Routes new and existing clients differently
New callers get the longer engagement-letter intake — entity type, fiscal-year end, prior-year return status, current-year deliverables — and are booked into a discovery slot or routed to the engagement partner. Existing clients get a shorter path: name lookup, matter or return reference, the question (extension request, document drop, K-1 follow-up, amendment status), and the booking lands on the right preparer’s calendar without the longer intake.
- 07
Keeps the engagement log, transcripts, and daily summary in one place
Transcripts filterable per engagement, daily summary email grouped by return status (intake complete, documents outstanding, in prep, review, e-filed) — so the partners walk in and read the day in one screen instead of checking three places, and the preparer who picks up a return mid-flow has the full intake already attached.
How it works for an accounting or tax firm
Sign up. Connect your phone line. Go live.
No agency kickoff, no platform fee, no developer ticket. Three steps, fifteen minutes, and the next caller to your firm gets an engagement-letter intake before they hang up and try the next CPA on the Google results.
01 — Configure
Sign up, point Analese at your phone line and calendar, then set your engagement-letter intake in plain English — entity types you serve, fiscal-year ends your practice handles, the document checklist you want captured before the prep meeting, and your escalation rules for short-deadline federal and state notices.
02 — Tune
Pick the accounting and tax vertical preset, edit the greeting and the after-hours notice-triaging message, set escalation rules for IRS and state notice response windows. The first line of every call opens with a clear AI disclosure — your callers are not misled about who (or what) is on the line.
03 — Go live
Connect your phone line or pipe in voicemail transcription. A caller gets a disclosed AI answer and the configured next step while the partners are mid-prep, on the weekend, or reviewing a time-sensitive notice.
Already have a phone line, a calendar, and an engagement-letter intake you wish you had time to run during tax season? You are fifteen minutes away from a live AI receptionist tuned to your practice.
Get startedQuestions CPAs and tax practitioners ask first
Things to know before you hand your phone line to an AI.
Engagement-letter intake, document-collection context, after-hours federal and state notice triage, statutory response windows, and pricing that fits a one-CPA shop — the objections that arrive before an accounting or tax firm signs up. An AI receptionist can handle that first operational layer without giving tax advice. If the answer you need is not here, the signup form is one click below.
Start here
Sign up. Cover your phones in 15 minutes.
Self-serve, no agency in between. When you are ready to go live with real client calls during filing season, the pricing page has every tier — pick one and pay in the same checkout. A-CRM, the built-in CRM, is included on Team and Multi-location — your leads and pipeline stay in the same dashboard as your calls. Your AI receptionist is ready to keep the next inquiry moving while the firm handles the work only a partner can do.
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