AI receptionist for accountants Tax season calls, handled.

How accounting firms use GreetWise

From January to April, a CPA firm’s phone rings hardest exactly when the team has the least time to answer it. GreetWise works as a virtual receptionist for CPA firms, tax preparers, bookkeepers, and payroll services. It picks up every call, including evening and weekend calls during tax season, and handles the ones that don’t need an accountant.

Add your fee schedule, document checklist, and filing deadlines as FAQs, and GreetWise answers “what do I need to bring?” the same way every time. New clients can book a consultation on the call, and status questions become a detailed message for whoever is handling the return.

Tax season gets the attention, but the phone matters year-round: a bookkeeping client with a payroll question in July, a business owner shopping for a new CPA in the fall, someone who just got an IRS notice and is anxious to talk. The prospect you answer in October becomes the return you prepare in April, so GreetWise makes sure off-season callers reach a real conversation instead of voicemail, then scales up to handle the January-to-April flood without anyone getting a busy signal.

• New client

  “I need help with my small business taxes this year.”

  BookedPro

  A consultation in an open slot on your calendar.

• What to bring

  “What documents do I need for my appointment?”

  Answered

  From your document checklist.

• Return status

  “Is my return filed yet?”

  Message taken

  With their name and number, for your team to call back.

• Fees

  “How much do you charge for a personal return?”

  Answered

  From the fee schedule you added.

• Upload documents

  “How do I send you my W-2?”

  Link textedPro

  Your client portal, texted while they’re on the phone.

• Deadlines

  “When is the extension deadline?”

  Answered

  From the deadlines you added as FAQs.

Common questions, answered.