AI Phone Assistant for Accountants

Tax Season Shouldn't Mean Missed Calls

When you're heads-down in returns and financials, phone calls pull you out of focus. ProFront captures every client inquiry so you can stay in the zone.

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Trusted by hundreds of accountants businesses nationwide

Precision Accounting Services
Accounting

This is how ProFront sounds for your accounting business

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Sound Familiar?

These are the calls you're missing right now.

1

The Tax Season Tsunami

January through April, your phone never stops. Every call breaks concentration on complex returns. But not answering means losing potential clients who need help now.

2

The Deep Work Dilemma

Financial work requires focus. Reconciliations, tax strategy, and complex analysis need uninterrupted time. Phone calls are the enemy of accuracy.

3

The Seasonal Client Challenge

Some clients only call once a year. They need to schedule their annual tax prep. They're not going to call back if they reach voicemail. They'll just find another accountant.

4

The Scope Creep Conversation

New client inquiries often take 30 minutes to understand their situation. That's time you can't bill, but you can't skip if you want to quote accurately.

How ProFront Works for Accountants

Real scenarios. Real results. Zero missed calls.

New Client Tax Inquiry

Caller needs help with tax preparation. ProFront captures their situation: filing status, income sources, previous preparer, and specific concerns. You can quote accurately before calling back.

Call in progress
Lead captured successfully

Business Advisory Consultation

Business owner wants to discuss entity structure. ProFront gathers business details, revenue range, and specific questions. You can prepare informed recommendations.

Gathering details
Appointment booked

Document Drop-Off Coordination

Existing client ready to bring in their tax documents. ProFront schedules a drop-off time or confirms mailing instructions.

Answering questions
Message delivered

Deadline Questions

Caller unsure about filing deadlines or extension processes. ProFront provides accurate information for common deadlines and captures complex situations for your follow-up.

Qualifying lead
Quote request sent

The Client Lifetime Value

A tax client spending $500 annually stays an average of 10 years. That's $5,000 per client. Business clients? $3,000-10,000+ annually for years.

During tax season, you might miss 10-15 calls per week while working on returns. If just 2 of those would have become clients, that's $10,000+ in lost lifetime value.

ProFront captures every lead during your busiest season.

Common Questions

We get it. Here are answers to what you're probably thinking.

What Accountants Owners Say

Real results from businesses like yours.

Last tax season, ProFront captured 67 new client inquiries while I was working on returns. I signed 41 of them. It completely changed my business.

Clear Books Accounting

Clear Books Accounting · Portland, OR

I used to dread phone calls during tax season. Now I focus on returns knowing every call is handled. My accuracy improved because I'm not constantly interrupted.

Michael S., CPA

Certified Public Accountant · San Diego, CA

The pre-qualification is perfect. I know a potential client's situation before I call back. I can prepare recommendations and sound like a genius instead of asking basic questions.

Ledger Financial Services

Ledger Financial Services · Boston, MA

Hear How It Sounds for Your Practice

Set up in minutes. No credit card required. Hear exactly how ProFront will sound answering your business calls.

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