24/7 Accounting Answering Service
Instead of stressing over phones while juggling 42 spreadsheets, let Sloane do the answering. We'll pick up, sound like a professional CPA sidekick, and never once mispronounce “depreciation.” Your clients hear competence; you hear silence (the sweet sound of billable hours piling up).
The Challenge Accounting Businesses Face
Tax season hits, the phones melt down, and suddenly you're less "accountant" and more "call center rep." Hiring a receptionist sounds nice—until you look at payroll and cry into your receipts. After-hours clients call in a panic like the IRS is personally standing on their lawn. And let's be real: scheduling eats time you could be billing at $200/hour. With Sloane, you stop bleeding hours (and money) because we don't take lunch breaks, vacations, or sick days.
Problem 1
Missing client calls during tax season costs you revenue
Problem 2
Hiring full-time receptionists is expensive for small firms
Problem 3
After-hours calls from anxious clients go unanswered
Problem 4
Managing appointment scheduling takes time from billable work
⚠️ These challenges are costing your accounting business valuable time and revenue
Your Own Accounting AI Assistant
Think of us as your caffeine-fueled front desk, except we don't burn out. Sloane handles high-volume chaos during April like it's just another Tuesday. Greetings are polished enough to impress the IRS (should they ever call). Appointments sync to your calendar so you never double-book. We even flag urgent "I'm-about-to-get-audit-anxiety" calls before they explode. Your clients feel heard, you feel rich.
Tax Season Ready
Handles high call volumes during busy seasons
Professional CPA Greeting
Tailored responses for accounting firms
Calendar Integration
Appointment scheduling synced with your calendar
Urgent Call Prioritization
Flags tax deadline and audit-related calls
✨ Our comprehensive solution addresses all your accounting industry challenges seamlessly
A Customizable 24/7 Phone Answering Service
Comprehensive AI-powered solutions designed specifically for your accounting business
Unique Business Greeting
Customize a professional greeting for your business
Custom Business Hours
Set your business hours for anyone who wants to know
Bespoke Service Explainers
Let Sloane explain your business services/ products
Custom FQ&A Pairs
Train Sloane how to handle frequently asked questions and collect answers
Call Transcripts & Recordings
Access realtime call management in your dashboard
New Call/Event Notifications
Customize how & when you receive notifications
Bank-level Data Security
Have the peace of mind your calls are secure and confidential
Booking/Calendar Links
Let Sloane text booking links to callers and manage your calendar
Form Creation/ Form Links
Create your own forms for Sloane to text callers and collect responses
Info Texts
Let Sloane send informational texts to callers (e.g., prices, menus, etc.)
Multi-Language Support
Customize different languages for Sloane to speak
Smart Call Transfers
Customize when Sloane transfers a call to you - and when she shouldn't!
Smart Message Taking
Customize Sloane to ask specific questions when capturing caller messages
Spam Filters
Turn on spam filters and say goodbye forever to junk calls!
Custom Voice Options
Configure the style and tone of Sloane's voice
Questionnaire Mode
Design a unique set of questions for Sloane to ask & collect the responses
Document Upload Training
Upload documents that describe your business to better train Sloane
Custom Development
Need something that doesn't exist yet? Contact us and we can build it for you!
✨ All services work together seamlessly to provide comprehensive coverage for your business
Bespoke Solutions for Accountants
Sloane takes the chaos of tax-season phone calls off your plate and answers every client like a pro. We schedule appointments, flag urgent "IRS panic" calls, and keep your firm looking polished while you stay focused on billable work. Think of it as your front desk—minus the payroll taxes.
24/7 Call Answering
Professional call handling during tax season and year-round
- After-hours tax consultation requests
- Emergency client support
- Holiday coverage during deadlines
Appointment Scheduling
Smart calendar management for consultations and meetings
- Tax consultation booking
- Meeting conflict prevention
- Automated appointment reminders
Urgent Call Prioritization
Immediate routing of time-sensitive tax and audit matters
- IRS deadline flagging
- Audit anxiety call screening
- Emergency tax issue escalation
🔧 Each service is fully customizable and integrates seamlessly with your existing accounting workflows
Your Own Accounting AI Assistant
Think of us as your caffeine-fueled front desk, except we don't burn out. Sloane handles high-volume chaos during April like it's just another Tuesday. Greetings are polished enough to impress the IRS (should they ever call). Appointments sync to your calendar so you never double-book. We even flag urgent "I'm-about-to-get-audit-anxiety" calls before they explode. Your clients feel heard, you feel rich.
Tax Season Ready
Handles high call volumes during busy seasons
Professional CPA Greeting
Tailored responses for accounting firms
Calendar Integration
Appointment scheduling synced with your calendar
Urgent Call Prioritization
Flags tax deadline and audit-related calls
⭐ These powerful features work together to transform your accounting business operations
Hear Sloane Handle Accounting Calls
Listen to how our AI receptionist professionally manages calls specific to accounting firms, from tax consultations to appointment scheduling.
Sample Call Recordings
Form 1099 Inquiry
Bookkeeping Inquiry
Ready to Try Sloane?
Start the free plan and experience how Sloane can transform your accounting practice.
How It Works
Get started in minutes, not hours. Here's how simple it is:
Quick Setup
Onboard your accounting business today to start training Sloane what to say.
Go Live
Forward your calls to your new free business number or just use it as a second number.
Track Results
Turn on appointment booking, customize smart call transfers, configure info texts and let Sloane grow your business.
🚀 Join thousands of accounting businesses already using Sloane to streamline their operations
What Our Clients Say
"Last April, we were drowning in calls. Sloane picked up every client who needed last-minute filings and scheduled them without a single mix-up."
"We used to lose hours to rescheduling consults. Now Sloane syncs directly with our calendar—clients get instant confirmations, and we stay focused on returns."
"When an IRS audit notice hit, our client called after hours. Sloane captured the details and flagged it as urgent—we were ready the next morning."
💬 Join thousands of satisfied customers who trust our AI-powered solutions
Trusted by Leading Companies
Join thousands of businesses that rely on Sloane for professional phone answering
🏢 Trusted by leading companies across various industries
Frequently Asked Questions
Explore Other Industries
Sloane serves businesses across many industries
Stop Calculating Missed Calls as a Business Expense
Fire up Sloane today and let us do the talking while you do the math. Spoiler: your bottom line loves this equation.