Accountant and Tax Professionals

FACT 67% of Calls Go Unanswered

How Much Money are you leaving on the table? Find Out!

Missed Call Lost Revenue Calculator

Transform Your Front Desk with AI Built for Accounting Professionals

In the world of accounting, every missed call could mean a missed opportunity especially during tax season or client onboarding crunch time. That’s why Global Velocity AI offers a purpose-built AI receptionist that never clocks out.

Designed specifically for accountants, CPAs, bookkeepers, and tax preparers, our AI Employee Plan takes over repetitive, time-consuming front desk tasks so your team can focus on high-value client work.


Stop Missing Calls. Start Capturing More Clients.


Whether it's after-hours inquiries, busy-season call overload, or prospects asking the same intake questions over and over, our AI receptionist handles it all—24/7. It greets every caller with professionalism, answers common service questions, and instantly routes qualified leads to your team or can book an appointment for you.


What Our AI Does for Your Accounting Firm:

  • 24/7 Call Handling: Never miss another call from a prospective or existing client—day or night.

  • Appointment Booking: Syncs directly with your calendar to book tax consults, financial reviews, and onboarding meetings.

  • Lead Qualification & Capture: Collects contact details, service needs, and timelines, sending hot leads straight to your inbox or CRM.

  • Answering FAQs: Handles recurring questions about pricing, services, required documents, and turnaround times with 100% consistency.

  • Multilingual Support: Serve clients in multiple languages without hiring additional staff.


Why Accounting Firms Are Switching to AI Receptionists


Traditional receptionists can’t scale to meet seasonal demand or provide coverage after hours. With Global Velocity AI, your firm gets a virtual front desk that’s always on, always accurate, and never overwhelmed. Whether you're a solo CPA or a multi-location firm, we help you streamline client intake, reduce call volume stress, and never lose a lead to voicemail again.

Book your Free Consultation or get started with Global Velocity AI today, and together, we’ll explore how our AI Services can help your business achieve its goals faster and smarter.

Making Your Businesses Early for the Future

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