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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