Protect billable focus
Keep routine calls from interrupting tax preparation, bookkeeping, payroll, reviews, and advisory work.
AI receptionist for accounting firms
Protect billable time. Answer every call.
Aira answers accounting firm calls 24/7, separates new-client inquiries from routine requests, handles approved appointment and message workflows, and gives your team a complete handoff during tax season and the rest of the year.
24/7 answering · New-client intake · Appointment booking
Aira call flow
Working in real time
Incoming call
AI receptionist for accounting firms
Aira handles it
Protect billable focus
Your team gets the outcome
Scale for tax-season demand
Answers
automatically
Captures
automatically
Connects
automatically
Sort every caller type
Separate new prospects, current clients, appointments, document questions, billing, vendors, and urgent team contacts.
Scale for tax-season demand
Answer simultaneous inbound calls without hiring a temporary front desk for the busiest months of the year.
Why it matters
Peak-season calls arrive when your highest-value people are least available
Tax preparers, bookkeepers, CPAs, and advisors cannot stay focused when appointment requests, document questions, new-client inquiries, and status calls all interrupt the same line. Voicemail only postpones the interruption. Aira gives the firm a consistent first response, sorts the request, and sends the right next step to the right place.
How Aira helps
Give every accounting caller the right next step
New-client intake that fits your firm
Collect the requested service, entity or return type, timing, location, and consultation preference without asking for sensitive financial data you do not want handled by phone.
Appointment requests without phone tag
Use your approved calendar and booking rules for tax preparation meetings, bookkeeping consultations, reviews, and advisory conversations.
Routine requests stay organized
Provide approved portal or document-submission instructions, capture the exact question, and route anything requiring professional judgment to your team.
No tax or financial advice
Aira is a receptionist, not an accountant or advisor. It should never interpret a tax situation, recommend a filing position, or improvise financial guidance.
Simple to launch
Build the accounting call flow
- 1
Separate the caller jobs
Map new clients, existing clients, appointments, document questions, billing, vendors, and urgent team contacts.
- 2
Define the safe answer set
Add approved services, hours, scheduling, portal instructions, intake questions, and professional-advice boundaries.
- 3
Test tax-season scenarios
Run surge, interruption, correction, sensitive-information, and transfer scenarios before forwarding the public number.
Best fit
Best for firms protecting focused client work
Aira handles the repeatable front-desk work while your professionals keep the judgment, advice, and sensitive decisions that require their expertise.
- CPA and tax preparation firms
- Bookkeeping and payroll service businesses
- Advisory firms protecting focused client work
- Practices that need seasonal call capacity without seasonal front-desk hiring
Explore the next question
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Questions answered
Frequently asked questions
Can Aira handle tax-season call volume?
Aira can answer simultaneous inbound calls without requiring one receptionist to finish the previous call first. Your firm should still test its full peak-season intake and escalation scenarios before launch.
Can Aira give tax or financial advice?
No. Aira should provide only the firm-approved business information and intake flow. Questions requiring accounting, tax, legal, or financial judgment go to a qualified team member.
Can Aira book accounting appointments?
Yes, when the firm's calendar, availability, meeting types, and booking rules are configured.
Can call details go into our current technology?
Yes. Aira supports integrations and workflow connections for the technology your firm already uses. The exact path depends on the destination and may use Zapier or another supported connection.
Keep the firm focused and the caller moving
Give clients an immediate answer and give your team a cleaner request instead of another vague voicemail.
Start with Aira