Financial · Accountants & CPAs
Accountant & CPA answering service.
Live, U.S.-based agents answering for accounting and CPA firms — client calls handled, consultations booked and tax-season overflow absorbed, so your team keeps its head down on the work.
Why it matters
Busy season shouldn't cost you clients.
From January to April your phones don't stop — and every call that rolls to voicemail is a client wondering whether you still have room for them. We answer, so you don't have to choose between the return in front of you and the phone ringing beside you.
The opportunity
Your best work happens when the phone isn't ringing.
Accounting is deep, deadline-driven work — and nothing breaks concentration like a ringing phone during the March crunch. Yet those calls matter: a prospective client shopping for a CPA, an existing client panicking over an IRS notice, someone trying to book before the deadline. Send them to voicemail and many simply move on to the next firm.
ACC Solutions answers in your firm's name with professional, U.S.-based agents who take messages accurately, book consultations straight into your calendar, run new-client intake to your script, and handle the volume that spikes every busy season — all without interrupting the person doing the return.
Your staff stays focused, your clients always reach a helpful voice, and no new engagement slips away because nobody picked up.
How we help
Coverage tuned to an accounting practice.
From routine messages to booked consultations, we handle your callers the way your front desk would — only it never takes a lunch break or a sick day.
Overflow & busy-season
We absorb the tax-season surge so no client hits a busy signal or voicemail.
Consultation booking
Appointments and calls booked and confirmed directly into your calendar.
New-client intake
Prospective-client details captured to your script, ready for follow-up.
Accurate message taking
Clear, complete messages routed to the right person the moment the call ends.
After-hours coverage
Evenings, weekends and deadline nights answered by live agents.
Discreet handling
Financial matters handled professionally and delivered over secure channels.
Where it counts
The calls an accounting firm can't let slip.
Most of an accounting firm's growth and goodwill move through the phone — and the caller has rarely dialed only you. Whether it's a new engagement or a nervous existing client, the firm that answers with a competent human usually keeps the relationship. Our agents work from your script to handle the calls that matter most.
- Prospective-client intake — services needed, entity type, and contact details captured so you can follow up prepared.
- Appointment scheduling — consultations and review meetings booked into your calendar around your availability.
- IRS-notice and deadline calls — anxious clients reassured, details logged, and urgent matters flagged to the right partner.
- Bookkeeping and payroll questions — routed to the correct desk instead of a shared voicemail nobody checks until Monday.
- Tax-season overflow — the January-to-April surge handled live so your team stays on the returns.
Every call is answered live, in English or Spanish, and each message or booking reaches your firm instantly.
Built for busy season
Scale your phones up in January, back down in May.
Your call volume isn't flat, so your phone coverage shouldn't be either. Hiring and training seasonal front-desk staff for a ten-week surge is expensive and slow. We flex with you — absorbing the busy-season spike, then quietly handling steady-state volume the rest of the year, all on plans with no long-term contracts.
Point your line to us full-time, only after hours, or only when your own lines are swamped. Either way, every client reaches a live, professional agent and your team keeps its attention where the revenue is.
- Overflow answering that ramps with tax season and eases after
- Live U.S.-based agents on evenings, weekends and deadline nights
- Messages and bookings delivered to your inbox and calendar in real time
How it works
Live in a day, not a month.
Build your script
We tailor your greeting, message fields, booking rules and routing to your firm.
Forward your line
Point your number to us — full-time, after hours, or overflow only.
Go live
Every caller reaches a real agent, and messages and bookings land instantly.
Pairs well with
More ways we support financial firms.
Questions
Accountant answering, explained.
Yes — that's one of the most common reasons accounting firms hire us. We absorb the January-to-April overflow so no client hits a busy signal, then flex back to steady-state volume the rest of the year.
Yes. Agents schedule and confirm consultations and review meetings directly in your connected calendar, following your availability and booking rules.
Yes. We capture the services needed, entity type and contact details to your script, so your team can follow up already knowing what the prospect wants.
Complete messages are routed to the right person the moment the call ends — by email, text or into your system — so nothing sits in a shared voicemail.
Yes. We answer evenings, weekends and deadline nights with live U.S.-based agents, so clients calling outside office hours still reach a person.
No. You keep your existing number and forward your line to us whenever you want coverage — full-time, after hours, or only when your lines are busy.
Get started
Keep every client, even at the busiest hour.
Custom plans, no long-term contracts, and live coverage in as little as 24 hours. Your team stays on the work while we answer the phones.