Rachel answers the number you forward, takes the caller's name, number and what they need — in the words an accounting firm actually uses — and writes one sentence on the record. From $49 a month, on the full EngageSuite360 CRM shaped for accounting.
Then Rachel listens. Short sentences, one question at a time, the number read back once, and what happens next: you call back.
That word is in the sentence Rachel writes, so your callback list reads like a accounting desk, not a voicemail box.
During tax season and quarter-end, a call that lands while everyone is buried in returns waits until someone surfaces, and a new client rarely waits with it. Rachel answers that call, every time, and you decide what happens next.
By the numbers: 85% of business decision-makers say responsiveness is very or extremely influential when choosing an accountant (TaxDome survey of 350+ U.S. businesses). Source: CPA Practice Advisor, reporting TaxDome 2025 Niche Business Accounting Report, 2025.
Every plan includes the EngageSuite360 CRM, set up for accounting from the first login. Rachel writes each call onto the right record in those words.
Inquiry → Discovery Meeting → Proposal Sent → Engagement Letter Signed → Documents Collected → Filing Complete
On every client: Entity Type, Fiscal Year End, Filing Status, Assigned CPA.
The caller becomes a contact, the company is matched from the number, and the sentence is emailed to you. No recording, no transcript on the Starter plans — that is the AI Front Desk plan, one rung up, same number, same CRM.
From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
How an accounting firm handle calls, follow-up and the work behind them — written by Rachel on AgentWorks Studio.
EngageSuite360 arrives shaped for accounting: the pipeline, the fields and the vocabulary. Free to start; Rachel writes every call into it.
From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
"Thanks for calling your business, this is Rachel. I'll take your name, number and a note for the team." Then Rachel listens, takes the name, the callback number and what they need, reads the number back once, and says you will call back.
Rachel never quotes a price or a range, confirms an appointment time, sends a text or an email, transfers the call, or pitches anything. On the Starter plans it is one logged sentence and you call back; the AI Front Desk plans add transcripts, texting and booking.
A contact (or the one you have), the company when the number matches, and one line on the record that names what they needed — new client, tax deadline question, document dropoff, bookkeeping question, billing question. The same line is emailed to you.
Clients, with engagements moving through Inquiry, Discovery Meeting, Proposal Sent, Engagement Letter Signed, Documents Collected, Filing Complete. The EngageSuite360 CRM in every plan is set up for accounting, with filings and engagements as records of their own.
During tax season and quarter-end, a call that lands while everyone is buried in returns waits until someone surfaces, and a new client rarely waits with it. Rachel answers every call you forward, so that caller reaches someone.
One receptionist per industry, each with a name, a voice and that trade's vocabulary. Meet all 27 →