Overview
A regional CPA firm experienced heavy spikes in incoming calls during tax season. Rather than hiring temporary staff, they implemented an AI receptionist solution to manage call intake, capture client details, and schedule callbacks.
The Challenge
Tax season created significant operational strain:
- High call volume during peak hours
- Seasonal inquiries from both new and existing clients
- Limited capacity for administrative follow-up
- Expensive and inefficient seasonal staffing options
The firm needed a way to remain responsive without compromising billable work or taking on short-term hires.
The Solution
The firm deployed an AI receptionist to:
- Answer incoming calls
- Complete client intake questions
- Forward urgent cases to the CPA’s team
- Document non-urgent inquiries for callback
- Schedule follow-ups during off-peak hours
Results
Within the first season, the CPA firm saw measurable operational improvements:
- 86% reduction in missed calls
- 34% fewer admin tasks for CPAs
- 19% increase in new client consultations
- 0 temporary staff hired
Impact
Instead of spending on seasonal labor, the firm maintained responsiveness and improved workflow. CPAs stayed focused on tax work, while clients received faster communication and consistent service during peak season.
