AI Answering Service for Accounting Firms

Built for accounting firms. Answers like an accountant.

  • We’ll set it up for you - 100% customized to your firm
  • Tailored voice, script & responses to match your firm’s tone
  • Answers calls any time - even late evenings
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Most AI Sounds Robotic. Ours Doesn’t.

Trained on thousands of real conversations, Integra’s AI answering service doesn’t just answer—it builds trust, qualifies leads, and keeps clients happy.

Why Accounting Firms Love Our AI Receptionist

Why Accounting Firms Love Our AI Receptionist

Accounting teams are overloaded — with deadlines, client follow-ups, and constant calls. Our AI receptionist handles routine communication so your team can focus on what matters most.

  • Instantly answers every client call — 24/7
  • Books meetings, discovery calls & tax consultations in real time
  • Captures leads and takes detailed messages intelligently
  • Speaks in a natural, professional voice — just like your team would
  • Escalates complex or sensitive cases directly to your team
  • Starts at just $38/month — no hiring, no overhead
Reviews

What Our Clients Say About Integra’s AI Receptionist

Why Firms Choose Integra’s AI Receptionist

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Fully managed service

We handle setup, scripting, and ongoing maintenance so you don’t have to lift a finger.

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Handles multiple calls simultaneously

No client waits, no missed opportunities.

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Dedicated support

Priority assistance and a dedicated account manager to keep everything running smoothly.

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Tailored specifically for accounting firms

Custom scripts and responses crafted to fit your services and firm culture.

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Seamless software integration

Syncs with your existing calendars and tools for effortless scheduling.

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Continuous AI improvements

Your receptionist gets smarter and more efficient as your firm grows.

Frequently Asked Questions

How is this different from a regular phone answering service?

Integra’s AI receptionist isn’t just a live agent or scripted bot. It uses advanced AI designed specifically for accounting firms — answering client calls, handling frequently asked questions, taking messages, and booking appointments 24/7 without breaks or shift coverage.

What if a caller asks something too complex?

Complex calls are immediately escalated through email to the right person on your team, so nothing slips through the cracks.

Can the AI really understand accounting-related questions?

Yes. It’s trained with accounting-specific knowledge, covering tax, bookkeeping, payroll, audit, accounts payable and more. We also customize it during setup to match your firm’s services, terminology, and style.

Can it schedule appointments or consultations?

Absolutely. It integrates with your Google calendar to book meetings, consultations, and discovery calls in real-time, just like a human assistant.

Is it easy to set up?

Yes. We manage the full setup — scripting, call flows, voice selection, tone training, and integrations. Most firms go live within 2–3 business days.

Is this service secure and compliant?

100%. We follow industry-leading privacy protocols, with encrypted data handling and full compliance.

Ready to convert 30% more leads with a 24/7 AI receptionist?

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