AI Receptionist for Accounting Firms · Updated Aug 2026
Handle Tax Season Call Volume Without Seasonal Staff
Tax season brings more calls than a small team can answer. Voksha answers every call on the first ring, asks your screening questions, answers service questions and, on Premium, books consultations, so good new clients don't end up at the firm down the street.
By the Numbers.
- 24/7
- Answers nights, weekends and holidays
- $99/mo
- Premium, with booking and integrations
- < 5 min
- Setup, keep your number
The Problem
Challenges Accounting Firms Face.
Sound familiar? You're not alone.
The Tax Season Avalanche
January to April brings a flood of calls. You either hire temps or drown in voicemail, and miss good year-round clients.
Tire-Kicker Fatigue
Spending hours on the phone with DIY filers who won't pay your fees. You need a quick way to spot the right business clients.
Missing After-Hours Inquiries
Business owners call at night after reviewing their books. If you don't answer, they call the firm that does.
The Temp Cost
Hiring seasonal receptionists is a real expense that eats into your busiest, most profitable quarter.
The Solution
How Voksha Solves This.
Built specifically for accounting firms.
Designed for Accounting Firms
Voksha answers the calls you can't, following a script you write for your business. Booking and integrations are on Premium.
- First-Ring Answering 24/7: Voksha answers on the first ring and responds in under 200 ms, and handles many calls at once so callers never hear a busy signal.
- Simple Client Screening: Voksha asks your questions about entity type, business size and services needed, and flags the bigger opportunities in the call summary.
- Consultation Booking on Premium: On Premium, Voksha checks your calendar and books tax planning or discovery calls into open times.
- Practice Software on Premium: QuickBooks Online, Xero and FreshBooks can be set up with Voksha support on Premium or Enterprise, so call details land where your team works.
Voksha for Accounting Firms
Use Cases
How Accounting Firms Use Voksha.
See how accounting firms put Voksha to work every day.
Tax Season Overflow
Answer every call from January to April without hiring seasonal staff or sending good clients to voicemail.
Consultation Booking
On Premium, book tax planning, business advisory and new client meetings into open times on the CPA's calendar.
Client Screening
Ask qualifying questions about business size, revenue and complexity, so your team calls back the best opportunities first.
Service Information
Answer common questions about tax prep, bookkeeping, payroll, advisory services and pricing.
Voksha handles many calls at once, so a quiet off-season day and a packed April day work the same way, with no setup changes. It answers on the first ring, responds in under 200 ms, asks your screening questions and answers service questions, so you need fewer temps or none at all.
Yes. Voksha asks qualifying questions about business entity (LLC, S-Corp, C-Corp), annual revenue, complexity (multi-state, international) and service needs. The call summary flags the bigger business clients so your team calls them back first, while simple filers get the information they need.
Integrations come with Premium or Enterprise. QuickBooks Online, Xero and FreshBooks can be set up with Voksha support, and Google Calendar or Microsoft Outlook you can connect yourself from the dashboard. On Starter, you get call summaries and email and SMS alerts instead.
Voksha explains your services and pricing, captures the new client's details and needs, tells them which documents to have ready and, on Premium, books the first consultation. Your CPAs then spend their time with clients who are ready to move forward.
Yes. Voksha answers common questions about tax preparation, bookkeeping, payroll, advisory services, pricing, deadlines and documents needed. Specific tax advice is never given; those calls are flagged and your team is alerted to follow up.
Starter is $14/month for 15 calls, then $1 per additional call. Premium is $99/month for 150 calls and adds booking and integrations. There are no per-minute charges or after-hours premiums.
Yes. Voksha handles many calls at once, so callers never hear a busy signal and the January to April rush never sends clients to voicemail.
Every plan captures new-client details and service needs and sends you a summary, so your team calls the best leads first. Booking consultations into your calendar comes with Premium.
More resources for Accounting Firms
Explore pricing, ROI, answering-service pages, and integrations relevant to accounting firms.
Accounting Integrations
Cities We Serve
Get through tax season, from $14/month.
From $14/month. Live in under 5 minutes by forwarding your existing number. Book a free demo call, and every plan has a 7-day money-back guarantee.