Answering Service for Accounting and Tax Offices: Tax Season Calls Answered While You Are Doing the Returns
It is the week before a deadline and the phone will not stop. Emily, the AI receptionist from OnCrew, answers in your firm's name, takes each caller's name, number and what they need, and sends you the list by text and email.
Free for 14 daysNo card requiredCancel anytime
Quick answer
What is an answering service for accounting and tax offices?
- Answers your business line 24/7 in your business name.
- Takes the caller's name, number and need in their own words.
- Flags a call urgent on the caller's own word.
- Texts and emails you the details after every call.
- Plans start at $49/mo for 150 minutes.
Busy Seasons Are When Calls Get Missed
People shopping for a preparer call several offices. When Emily answers, they hear your firm's name, say what they need and know someone will call back.
- Callers hear your firm's name, not a beep
- New client or existing client, noted in each summary
- Appointment requests wait with the details written down
From New Clients to Notice Questions
She asks who is calling and a callback number, then the reason. Your notes can add questions, such as business or personal.
New client inquiries
Someone needs a preparer or a bookkeeper. She notes whether it is personal or business and what they need.
Appointment requests
She takes the kind of meeting and the times that suit them. With Google Calendar connected she can offer open slots.
Existing clients
A client asks about a document or the status of a return. She takes the message for the right person.
Notices and letters
A caller got a letter from a tax agency. She notes it and flags it urgent when the caller says a deadline is close. She gives no tax advice.
Document drop-offs
She takes the question and the callback number, and your notes can say how clients should send documents.
After-hours greeting
A separate greeting can give your hours and your deadline-week schedule.
Emily gives no tax or accounting advice and does not look at anyone's records. She takes the details and your firm follows up.
A Deadline-Week Call, as It Reaches You
5:30 PM, with the office in back-to-back appointments. Within seconds of the call ending, your phone shows this:
Example text · 5:30 PM
OnCrew new call: Greg L. +15085550134 - New client: self-employed returns. Self-employed, needs help with this year's return and quarterly payments. Prefers a call after 4. Full summary: https://oncrew.ai/c/Vn3Kd8Rq1Lw6Hz9Tb2Xm5Jc0Pg7Sy4Fa8Ue1Oi6Nh3Wr9Ck2Mt5Qb0Dv7Ls4Gx1Ye8Zp6J Reply STOP to stop texts.
Calls reach her from your existing number: forward all of them, or only the ones you do not answer. She can also put a caller through to a person you name, and takes a message if nobody picks up.
Plans for Accounting and Tax Offices, Nights and Weekends Included
A call at 9 PM costs the same as one at 9 AM. Overage is $0.49 per minute on Starter, $0.39 on Pro, $0.29 on Multi-Truck. Every plan has live call transfer, a separate after-hours greeting and a text and email after each call.
Starter
$49/mo
150 included minutes
extra at $0.49/min
A solo preparer or a small bookkeeping practice.
Pro
$149/mo
500 included minutes
extra at $0.39/min
A busier office, or a second number for tax season.
Multi-Truck
$349/mo
1,500 included minutes
extra at $0.29/min
A larger firm with several lines.
Details for every plan are on the pricing page.
Two Ways to Try It
Start the 14-day free trial, no card needed, and call your own new line the way a customer would. Or hear her first: the demo line (213) 319-5075 asks what kind of business you run and answers as its front desk, so you hear how a call to one of the accounting and tax offices like yours would go. You can also ask her anything about OnCrew.
Answering Service for Accounting and Tax Offices, Answered
Does she give tax advice?
No. She takes the caller's details and what they need and passes them to your firm.
Can I turn it on just for tax season?
Yes. Plans are monthly and you can forward all calls or only the ones you miss, and turn forwarding off at your phone company whenever you want.
Can clients book consultations?
With Google Calendar connected and booking switched on, she offers open slots for the meetings you choose.
How much is an answering service for accounting and tax offices?
Plans start at $49 a month for 150 included minutes. Pro runs $149 with 500 minutes and a second number, Multi-Truck $349 with 1,500 minutes, and anything past that is $0.49 per minute on Starter, $0.39 on Pro, $0.29 on Multi-Truck. The 14-day free trial starts without a card.
Do we keep the phone number we already have?
Yes. You forward your existing number to OnCrew, either every call or only the ones nobody picks up, and your phone company can turn the forwarding off whenever you want. Callers keep dialing the number they know.
What do we get after each call?
A text and an email to the owner after every call: who called, the number, what they need, and in the email a recording and transcript. Urgent calls are marked as such.
Can she put a call through to a person?
Yes, on every plan. She announces the caller to the person you named, connects them, and takes a message if nobody picks up. You choose who she tries.
Is there a different greeting after hours?
Yes. You can set a separate after-hours greeting, and your notes decide what she says about what happens next.
Try her out first
Hear how she handles a call, then decide
During the free trial, phone your new line yourself and call it the way one of your customers would. Emily answers in your business's name.
Emily asks what kind of business you run and answers as its front desk. You can ask her anything about OnCrew, too.
14-day free trial·No credit card to start·30-day money-back guarantee
OnCrew answers for any business that takes calls. Other pages: law firms, property management companies, real estate offices, auto repair shops, salons and spas, veterinary clinics, insurance agencies, cleaning services, towing companies. See the AI receptionist overview.