Missing calls during tax season
Prospects calling outside business hours hit voicemail and hire a competitor before your team opens. Peak season is when you can least afford dropped leads.
Typical impact
$5,000+ lost lifetime value per missed client
For Accounting Firms & CPAs
Never miss a client. Even at 2 AM during tax season
Every missed call is a lost engagement. Frontdesk AI answers 24/7, schedules consultations, handles deadline inquiries, and recovers no-shows, so your CPAs stay focused on billable hours.
Coverage
0/7
Avg response speed
< 0.0s
After-hours inquiries
0%
Avg client lifetime value
$0+
The Problem
Firms lose clients in the gaps
Tax season is the worst time to drop the ball, but it's exactly when call volume peaks and your team has the least bandwidth.
CPAs drowning in incoming volume
During peak season, every CPA fields 60+ calls per day. New inquiries, deadline questions, document requests. That leaves zero time for billable work.
Typical impact
60+ calls/day per CPA during peak season
Consultation no-shows kill pipeline
25% of initial consultations are no-shows, without fast, automated recovery, those leads hire someone else. Costing your firm $50,000+ annually.
Typical impact
$50,000+ lost annually from no-shows
How Frontdesk Works
One AI workforce for your entire firm
From first call to signed engagement letter, Frontdesk handles the front-office work so your team stays on billable hours.
AI phone receptionist
Answers every call in under 0.5 seconds, 24/7. Schedules consultations, captures client info, and recognizes returning clients from your CRM.
- Books appointments and sends confirmations automatically
- References past interactions for returning clients
- Escalates urgent tax deadline calls to senior staff
24/7 client chat
Qualify new prospects, answer service questions, and book consultations directly into your calendar. Even at 2 AM during filing season.
- Captures business needs, tax situation, and service requirements
- Provides real-time info about your firm and services
- Books consultations with real-time calendar availability
Smart no-show recovery
When a consultation is missed, Frontdesk immediately triggers outbound calls and messages. Recovering up to 40% of missed appointments automatically.
- Detects no-shows and launches recovery sequences instantly
- Smart retry logic with optimal timing
- Reschedules and syncs all systems automatically
Unified client CRM
Every call, chat, form, and text fills one timeline, from first inquiry through engagement letter signing and annual renewals.
- Auto-creates profiles from every touchpoint
- Tracks full journey from inquiry to signed engagement
- Integrates with QuickBooks, Xero, CCH Axcess, and more
Journey
From midnight call to signed engagement
See how Frontdesk turns a 2 AM inquiry into a long-term client, without your team lifting a finger.
1
Step 1
Client calls at 2 AM about LLC taxes
Frontdesk answers instantly, qualifies the inquiry, captures all details into the CRM, and books a Saturday consultation.
2
Step 2
Confirmation and reminders fire automatically
Confirmation emails and reminder sequences launch immediately after booking, no manual follow-up needed.
3
Step 3
No-show recovery kicks in
When the client misses the consultation, outbound calls and texts launch automatically until the appointment is rescheduled.
4
Step 4
Engagement signed. Client returns next year
Post-engagement intake forms auto-send, ongoing support runs via SMS and voice, and renewal outreach fires automatically the following tax season.
FAQ
Common questions from accounting firms
Answers on after-hours coverage, intake flows, and CRM-driven follow-ups for accounting practices.
Contact supportYes. Frontdesk answers 24/7, qualifies new client inquiries, schedules consultations, and handles urgent tax questions, all while your team is off the clock.
Get Started
Stop losing clients to missed calls
See how Frontdesk can capture every inquiry, automate consultations, and keep your pipeline full. Even through the busiest filing season.
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