AI receptionist built for accountants and CPA firms
Tax season triples your phone volume for 14 weeks. New clients in panic. Existing clients with questions. IRS notices that need same-week answers. Capture every call, route every concern, and stop losing decade-long relationships to a phone that nobody picks up in March.
What accounting and CPA firms actually deal with
Tax season buries your phone for 14 weeks straight
January 15 through April 15: every existing client wants their return prioritized, every new prospect panics about deadlines, every IRS notice generates a "what do I do" call. Your team is working 70-hour weeks; the phone is unanswerable for hours at a time. Each missed new-client call is potentially a decade of lost relationship revenue.
"How much do you charge for taxes" calls eat your day
Most calls during tax season are pricing inquiries from new prospects who shopped 4-5 firms. Each call takes 5-10 minutes to qualify properly (filing status, complexity, schedules needed). Multiplied across 30+ daily inquiries, that's an entire person's shift on initial qualification — while your CPAs need that time for actual work.
IRS notices and audit calls are time-sensitive
A client calling about an IRS letter, a CP2000 notice, or an audit selection has a response deadline. They need real guidance fast — and they'll panic-call competing firms if your team can't reach them. These calls require a real CPA, not a generic receptionist; EMOR triages and routes appropriately.
Each lost client is a decade of revenue
Average CPA client value: $1,500-$5,000/year for individuals (returns + occasional consultation), $5,000-$25,000+/year for small business clients (bookkeeping + payroll + returns + advisory). Average relationship length: 8-15 years. One missed call where the prospect went elsewhere is a $20,000-$200,000 lifetime loss.
What missed calls actually cost you
- Off-season: 12 missed/week × 4 = 48 missed/month → ~12 new clients lost × $1,500 avg = $18,000/mo
- Tax season: 40+ missed/week × 4 = 160+ missed/month → 40+ new clients lost in peak weeks
- Compound across 8-15 year client relationships and one missed business client = $50,000-$200,000+ LTV
- IRS-notice/audit calls have higher conversion; these typically convert to ongoing advisory engagements
How EMOR handles real accounting & bookkeeping calls
Tax-season new-client inquiry
"Hi, I need someone to do my taxes this year — my situation got more complicated. Are you taking new clients, and what do you charge?"
EMOR confirms you're accepting new clients, asks qualifying questions (filing status, complexity drivers — schedule C, rental property, K-1s, foreign income, etc.), shares your pricing tiers based on complexity, and books the new-client consultation. Captures the lead with full complexity context for the CPA to review.
New tax-season client captured. Initial consultation booked with full complexity context. CPA arrives prepared with the right engagement letter and pricing, not cold intake.
IRS notice — existing client
"I just got a letter from the IRS saying I owe additional tax for 2023. I'm freaking out — what do I do?"
EMOR responds calmly and professionally, captures the client's name, the type of IRS notice (CP2000, CP14, CP504, audit notice), the tax year and amount in question, and any deadline shown on the letter. Books an urgent consultation with the appropriate CPA, sends a confirmation text with what to bring (the IRS letter, copy of the prior return, supporting docs), and reassures the client that this is a process you handle regularly.
Client reassured during a stressful moment. CPA briefed with full notice context before the consult. High-trust positioning that often leads to expanded ongoing advisory engagement.
Small business — recurring bookkeeping inquiry
"I'm starting an LLC and I need someone to handle the bookkeeping and quarterly taxes. Do you guys do that, and what does it run?"
EMOR confirms you offer bookkeeping and quarterly services, asks about the business (entity type, projected revenue, transaction volume, payroll, industry), shares your bookkeeping tier pricing, and books the consultation. Captures the lead with full business context for the CPA to design an engagement.
High-LTV small business client captured. Recurring engagement potentially $5,000-$25,000/year. CPA arrives prepared with the right engagement structure and pricing.
Built for the way accounting and CPA firms actually run
Tax-season surge proof
When your phone rings 3-4× normal volume from January through April 15, EMOR answers every single call without backlog. There's no "we'll call you back tomorrow" voicemail that turns into a competitor signing the new client by Tuesday. Tax season is when EMOR pays for itself many times over.
Calls triaged correctly — pricing, IRS, advisory, existing-client
Pricing-shopper calls get qualifying + consultation booking. IRS-notice calls get urgent CPA routing. Existing-client questions get routed by complexity (admin handled directly, clinical/tax-specific routed to the right CPA). Your team's time goes to the calls that actually need a CPA.
Pricing answered consistently — no awkward "let me check"
Tax pricing varies by complexity (1040 only, schedule C, multiple states, rental property, etc.). EMOR pulls from your published pricing tiers and gives a consistent range based on what the prospect describes. Your front desk stops repeating the same conversation 30 times a week.
Calm, professional tone for stressful tax/IRS calls
Tax stress is real. Clients calling about IRS notices, audits, large unexpected bills, or filing-deadline panic need calm reassurance. EMOR is configured to handle these calls with the warmth of a great CPA receptionist — never dismissive, never alarmist, always action-oriented.
What accounting and CPA firms ask before signing up
Will EMOR give tax advice over the phone?+
No — and this is intentional. EMOR is configured with strict guardrails: never give specific tax advice, never opine on whether something is deductible, never discuss strategy. EMOR can give general procedural information (how engagement works, what to bring, deadline reminders, our pricing tiers) but every tax-specific question is deferred to the CPA consultation. Protects your firm from liability.
How does EMOR handle IRS notice and audit calls?+
EMOR is configured to recognize IRS-related calls (notice received, audit selection, levy notice, lien filing) and treat them as urgent. The client's notice details are captured (notice type, tax year, amount, deadline), the consultation is booked on a priority slot, and the CPA gets the full context before the call. Caught early, IRS notices often expand into ongoing advisory engagements — high-LTV revenue for the firm.
Can it qualify a tax inquiry by complexity?+
Yes. EMOR asks the standard qualifying questions during the call (filing status, schedules required, multiple states, rental property, K-1s from partnerships, business income, foreign accounts, dependents) and routes the inquiry to the appropriate complexity tier. Simple 1040s book into a different slot than complex business-owner returns.
Will it work with my accounting software (QuickBooks, Xero, ProConnect, Drake, Lacerte, UltraTax)?+
EMOR books appointments into a calendar you control — Google Calendar, Outlook, or a dedicated EMOR calendar — which most practice management platforms (Karbon, Canopy, TaxDome, Practice Ignition, Aero Workflow) read as their schedule source. Direct API integration with the major accounting practice platforms is available on Professional and Enterprise plans.
How does EMOR handle new-client onboarding paperwork?+
EMOR captures the new-client basics during the call (name, contact, filing status, basic complexity drivers) and routes the engagement-letter and intake-document workflow per your firm's process — typically by sending a TaxDome / Canopy / SmartVault link to the client to complete intake before the consultation. Reduces no-show rates because clients arrive prepared.
Can it handle Spanish-speaking clients?+
Yes. EMOR detects the caller's language and conducts the entire call in Spanish if needed — no separate plan, no extra cost. For accounting firms in Florida, Texas, the Southwest, and major metros, this captures meaningful new-client volume.
Does it handle existing-client questions (where's my refund, when do I file, etc.)?+
For routine existing-client questions (refund status, filing deadline reminders, document upload questions, appointment rescheduling), EMOR pulls from your knowledge base and your client's record (where integrated) and answers consistently. Complex questions route to the appropriate CPA. Saves your team hours per week during peak season.
How long until it's actually live?+
About 45-60 minutes for a CPA firm — slightly longer than other verticals because the IRS-notice triage rules and pricing tiers need careful configuration. Sign up, walk through the onboarding wizard (services offered, pricing tiers by complexity, IRS-notice routing rules, existing-client policies, multi-CPA routing), forward your business line, and the next call is answered. Most CPA firms set this up in November or December — before tax season arrives.
Stop losing accounting & bookkeeping jobs to whoever picks up first.
Free trial. No credit card. Forward your number, hear EMOR answer like a real receptionist, decide before you spend a dollar.