Never miss a call. Never miss a deadline. ServiceSpeak AI delivers instant responses, reduces filing delays, and keeps clients satisfied 24/7. Eliminate bottlenecks and automate routine tasks—freeing your team to focus on advisory work and high-value engagements.
ServiceSpeak AI helps tax and accounting firms eliminate missed calls, streamline scheduling, and automate client communications. By reducing manual work, your team can focus on advisory services and high-value client relationships.
Customizable Conversations
Custom automation to ensure your AI speaks the language of tax and accounting—sounding like a trusted member of your firm, not a generic bot.
Improved Customer Experience
Delivering timely, precise, and helpful answers drives stronger client relationships and repeat engagements.
Operational Efficiency
Cut out repetitive tasks so your team can focus on what matters most—your clients and their success.
24/7 Client Communication
Answer calls and website chats after hours and during peak season. Provide office info, intake guidance, and route urgent matters to the right person.
Automated Scheduling & Reminders
Book consultations, tax prep meetings, and review calls. Send confirmations and automated reminders for deadlines (e.g., filings, extensions, quarterly estimates).
Scalable Support
Whether you’re managing one office or multiple locations, ServiceSpeak AI grows with your business and flexes to meet seasonal peaks.
Seamless Integrations
Connects to common accounting and practice tools—calendars and CRMs, proposal/e-signature, billing and payment systems, and firm portals—to keep data consistent across your stack.
Expert AI Consulting
Our team partners with you to design, implement, and optimize solutions that transform your customer service and operations.
AI That Adapts to Your Accounting Firm
Whether you’re a solo tax preparer, a regional practice, or a multi-location firm, our AI integrates with your scheduling, CRM, billing, and practice management systems to keep operations seamless and clients satisfied.
Key Benefits
Eliminate missed calls and new-client opportunities
Free up staff from scheduling, status checks, and routine Q&A
Reduce no-shows and late filings with automated reminders
Speed up document collection and month-end close
Improve client satisfaction with fast, consistent responses
Keep your team focused on advisory and complex work
Give your customers instant, 24/7 answers while freeing your team from repetitive calls. Our AI Agent handles FAQs, shares information, and troubleshoots common issues on its own or seamlessly transfers to a live rep with full context intact.
From FAQs to complex requests, our enterprise-grade AI voice agent manages conversations in hundreds of languages, routes intelligently, and integrates with your systems—delivering fast, consistent support while freeing your team to focus on what matters most.
Let customers book appointments or demos instantly, no back-and-forth. Our voice agent connects to your calendar, checks availability in real time, suggests open slots, confirms bookings, and sends reminders automatically.
Replace clunky phone menus with an AI voice agent that understands natural conversation. No more “Press 1 for support”—just seamless dialogue that boosts customer satisfaction and delivers faster resolutions.
Free your team from repetitive calls. Our AI voice agent connects to your ERP or inventory system to instantly confirm stock, suggest alternatives, provide delivery timelines, and even locate the nearest store.
Reach customers instantly with promotions, seasonal deals, or new product launches. Our AI voice agent delivers tailored recommendations, upsells and cross-sells relevant items, and answers follow-up questions—driving sales and deeper customer loyalty.
Boost collection rates without overloading your team. Our AI voice agent reminds customers of upcoming or overdue payments, shares account details, and securely processes payments over the phone—eliminating the need for manual collection calls.
Collect authentic customer insights with ease. Our AI voice agent follows up after service interactions or purchases, runs short satisfaction surveys, and records open-ended feedback you can use to improve products and services.
Stay connected with your customers without tying up your team. Our AI voice agent can make thousands of outbound calls to share updates, promote new offers, confirm appointments, or deliver important alerts—while syncing all data directly with your CRM.
Our AI service is built for the tax and accounting industry to handle the demands of a deadline-driven, client-focused environment. From answering calls 24/7 and automating appointment scheduling to managing client inquiries and syncing with CRM, billing, and practice management systems, we ensure nothing slips through the cracks—keeping your staff focused on advisory and compliance work while AI manages the rest.
Customer Satisfaction
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Years of Experience
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- Integrate into existing scheduling applications
- Contact & Account Management
- Customer Service & Support
- Workflow Automation
- Integrate into any CRM system
- Sales / Marketing Automation
- Accounting Automation
- CRM / Practice Mgmnt
- Tax suites
- Accounting (QuickBooks, Xero, etc)
- Payment Applications
- Client Portals
- Calendars
- Proprietary Software
Completed projects
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Integrate into existing systems and/or software applications, enabling businesses to leverage AI capabilities seamlessly.