Essential
US$449/month
600 minutes included each month.
- 24/7 voice answering
- FAQs, booking and human handoff
- Summary, transcript and recording
Best AI receptionist for accounting firms & CPAsLet the phone ring.
We have it.
Stay with the client in front of you. Your AI receptionist answers the call, gathers the details and books or hands over the next step. TQP builds and configures it for your firm.
From US$449/month.600 included minutes. Free setup. No contract.
Looking for the accounting website offer?Your accounting firm / Incoming call
“We’re looking for help
with our bookkeeping.”
- Approved answers
- Useful caller context
- Booking or human handoff
Example call path. Set up around your firm.
The call is handled.
You have the details.
Not another voicemail to decode. A useful summary lands with your team, so the conversation can move forward.
Summary by text
A quick view of why the caller reached out.
Transcript by email
The summary and transcript, sent to your admin address.
Call recording
The conversation available for your team to review.
Your FAQs.
Your booking rules.
Your firm’s voice.
From the first greeting to the final handoff, we build around the way you want calls handled.
- 24/7 answering in English, Spanish or French
- Answers your approved FAQs and collects caller context
- Sends your booking link or books directly on the included calendar
- Missed-call text back
Your professionals handle tax advice and client decisions. External integrations and outbound agents are scoped separately.
Useful for the calls that interrupt.
- The new enquiryCapture what they need and the best next step.
- The routine questionAnswer from the information your firm approves.
- The existing clientCollect the reason and hand over to the right person.
Hear the answering.
Then talk about your firm.
A real conversation tells you more than a list of AI features. Start with our live receptionist demo.
Three calls worth trying.
- A new business enquiry.Can it capture the service, useful context and the next step?
- An existing-client request.Can it recognise that the caller needs your team rather than a sales meeting?
- A question needing an accountant.Does it hand over instead of improvising professional advice?
Our public demo shows the answering experience. Your firm's questions, booking and handoff are configured and tested for your setup.
A real answering service.
Set up for you.
Choose the allowance that fits your call volume. Every plan includes setup and the approved call experience.
Growth
US$789/month
1,200 minutes included each month.
- Everything in Essential
- A separate after-hours agent
- Priority support
Also included while your plan is active: AI Business OS, an Essential Website and the owner mobile app.
Your plan includes the voice minutes listed and normal texting and email for your business. Third-party carrier and registration fees are billed separately at cost. Need more minutes? Add a prepaid top-up pack or move up a plan. Custom connections, outbound agents and advanced routing are quoted separately.
We build the receptionist. You hear it before launch.
- Show us your firm.Your services, your team and what needs to work better.
- We put it together.Design, copy, configuration and testing, handled by TQP.
- Make it yours. Then launch.Walk through the experience with us before clients use it.
Looking for the accounting
website offer?
Our accounting-specific Professional or Premium website, intake and booking package is a separate starting offer. Choose the service that fits your firm's immediate need.
The answering plans above already include an Essential Website and operating platform. We confirm the right mix with you before you buy.
Popular · Solo + AI tools
US$399US$299/month total
Setup waived. Monthly rate locked. Subscribe by December 31, 2026.
Professional: US$3,300US$0 setup
Premium: US$5,500US$0 setup
A few things
you may be wondering.
Can we keep our current business number?
We review how your current number can route to the receptionist before setup. Call forwarding, caller identification and transfer destinations are checked with you before launch.
What about peak call volume during filing season?
We review your expected call load, approved overflow and human handoff before launch. Your plan includes its stated minutes; we confirm how the setup should handle the busy periods your firm expects.
What does the AI receptionist do for our firm?
It answers in a natural voice, handles your approved FAQs, captures caller context and sends your booking link or books on the included calendar. Your admin receives the summary and transcript by email, with a text summary and call recording included.
Can it answer during tax season and after hours?
Yes. The receptionist answers 24/7, with the greetings, questions and handoff your firm approves. The Growth plan includes a separate after-hours agent and more included minutes.
Can it give tax advice or connect to our practice software?
It does not provide professional tax advice or make professional decisions. Connections to external software are separately checked, mapped and quoted. Your firm keeps responsibility for client advice and engagement acceptance.
What happens if we need more call minutes?
Your plan includes the voice minutes listed and normal texting and email for your business. Third-party carrier and registration fees are billed separately at cost. Need more minutes? Add a prepaid top-up pack or move up a plan.
Is this the AI upgrade on the accounting client system?
No. AI answering is a separate managed service. The accounting client system's optional AI tools upgrade covers content and related assistant tools, not voice AI or custom agents.
Keep the client conversation. Hand us the ringing phone.
Bring the work you want to simplify. We will show you where a managed system could make the biggest difference.
Book my Systems ReviewOpen the booking calendarFrom the guides
Go deeper before you decide
Test busy-season calls, human transfers and the records your firm receives before choosing call coverage.
- Accounting Busy Season: Cut the Calls That Interrupt Your Work
- AI Receptionist Call Transfers: What If You Don't Pick Up?