Answers 24/7
Nights, weekends and holidays. She introduces herself as a virtual assistant.
Accounting & tax
An AI receptionist for accountants and tax preparers.
Tax season means a lot of calls. Ava answers every one, books the appointment, or takes a clear message.
Demo line (401) 417-4142 answers as Summit Roofing, a made-up roofing company. Try booking an estimate.
- CallerI need help getting my taxes done this year.
- AvaHappy to help with that. Can I get your first and last name?
- CallerPat Rivera. R-I-V-E-R-A.
- AvaThanks, Pat. What’s the best number to reach you?
What Ava asks
- Why they’re calling (tax prep, bookkeeping, a question…)
- Name, with the last name spelled out
- Best callback number
- Email for the confirmation
What she books
Appointments of the types you set up — or a clear message.
Emergencies
No after-hours emergency transfers — only clients you’ve marked VIP reach your team. If something can’t wait, she marks it urgent in your call log so you see it first.
Good to know
She only shares facts you’ve given her — questions about a return go to your team as a message.
Every plan includes
The whole receptionist.
Books into your calendar
Real open times from your calendar. The caller picks one and it’s booked on the call.
Learn morePress 1 for a person
During business hours callers can press 1 or ask for someone. No answer? She takes a message.
Learn moreEvery call saved
A plain-English summary, the full transcript and a 1–5 star quality score for every call.
Learn moreYour own portal
Call log, weekly numbers, and settings you change yourself: hours, greeting, team, on-call, services.
Learn moreSee if Call Captain fits your accounting firm.
Call the demo line, then tell us about your business.
