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Super Intelligence (SI) receptionist for accounting and bookkeeping firms

Every call answered, day and night, in a natural voice. SI receptionist set up for accounting and bookkeeping firms, connected to Karbon, TaxDome or Canopy, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for accountants using SI automation.

  • Following up on client documents8 3 hrs a week
  • Answering status emails4 1.5 hrs a week
  • Sending engagement letters2 0.5 hrs a week
  • Invoicing and payment reminders3 1 hr a week
  • Screening new prospects2 0.5 hrs a week

How it works

  1. Calls you can’t take roll over

    When your team is busy or closed, calls to your existing number go to the SI receptionist instead of voicemail.

  2. It handles the call

    For a business owner emailing at midnight about a late filing, it answers questions, takes the details and books a discovery call if that’s what the caller needs.

  3. Urgent calls reach a person

    You decide what counts as urgent. Those calls are transferred live or texted to whoever is on call.

  4. Hang-ups get a text

    Anyone who hangs up gets a text from your number within a minute, so the conversation can continue.

  5. Everything is logged

    Recordings, transcripts and next steps are saved to Karbon, TaxDome or Canopy.

At a glance

Typical time saved
6–15 hours a week
Time to launch
2–4 weeks
Connects to
Karbon, TaxDome or Canopy

Every call is a chance to win business. Our SI receptionist picks up when your team is busy or closed, answers common questions in a natural voice, books appointments, takes detailed messages, and transfers urgent calls to a real person using the rules you set.

Ground rules

Client financial documents travel through your existing secure portal. The automation sends requests and reminders, never the files themselves.

It tells callers it’s an automated assistant, and anyone who asks for a person gets transferred or a fast callback.

Questions

Will it work with Karbon, TaxDome or Canopy?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

Do I need a new phone number?

No. We forward unanswered or after-hours calls from your existing number to the agent, so callers dial the same number they always have.

Does it tell callers it’s automated?

Yes. It introduces itself as an automated assistant. Hiding that costs more trust than it saves.

Related

More for accounting and bookkeeping firms

SI receptionist in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

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