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AI Receptionist for Accounting Firms

AI Phone Receptionist for Accounting Firms

It is April 10th. Your phone is ringing off the hook. Your CPAs are buried in returns. New client inquiries go straight to voicemail — and those callers find another accountant. Crixin answers every call so you capture every client, even during your busiest season.

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Accounting firms miss 40% of calls during tax season

The Problem

Every missed call is a customer your competitor gets

1

Tax season overwhelms your phone lines

January through April, call volume triples. Existing clients need status updates, new clients need appointments, and your staff is focused on filing. Calls go unanswered.

Accounting firms miss 40% of calls during tax season

2

New client leads lost year-round

Business owners looking for a new accountant call once. If they reach voicemail, they move on. You never know the lead existed.

75% of new client calls that reach voicemail do not call back

3

Repetitive status questions consume CPA time

When is my return going to be filed? Did you receive my documents? What do I still owe? These calls interrupt the deep focus work your CPAs need.

35% of tax season calls are return status inquiries

The Solution

How Crixin works for accounting firms

New Client Intake

Collects business type, revenue range, current tax situation, and specific needs. New leads arrive pre-qualified and ready for a consultation.

Appointment Scheduling

Books consultations, document drop-offs, and review meetings. Collects the client's availability and reason for the meeting.

Tax Season Overflow

Handles unlimited concurrent calls during your busiest months. No hold music, no busy signals, no missed leads.

Service FAQ Answers

Answers questions about your services, pricing, deadlines, and what documents clients need to bring.

The ROI

The math is simple

12

Missed calls per week

$350

Avg. revenue per call

$218,400

Lost annually

At 12 missed calls/week and $350 average revenue per call, you are losing roughly $18,186/month. Crixin starts at $99/month — it pays for itself if it captures just one extra call.

FAQ

Common questions about Crixin for accounting firms

Can Crixin handle tax season call volume?
Yes. Crixin answers unlimited concurrent calls. Whether you get 20 or 200 calls in a day during April, every caller is answered and every lead is captured.
Does it collect new client information?
Crixin gathers business type, revenue range, current accounting situation, and specific service needs. Your team receives a complete lead profile.
Can it answer questions about deadlines?
Upload your deadline information and Crixin provides accurate filing deadlines, extension dates, and estimated tax payment dates.
What about existing client status questions?
Configure status updates for common inquiries. Crixin can share general timeline information and direct specific questions to the assigned CPA.
How does it handle different services?
Crixin routes tax, bookkeeping, audit, and advisory inquiries to the right team member based on your configuration.

Stop missing accounting firms calls

Set up in under 5 minutes. No credit card required. No contracts. If you do not love it, you have lost nothing.

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No credit card required. No contracts. Cancel anytime.

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