Accountants: never miss a client call.
for accounting and tax firms

Accountants: never miss a client call.

An answering service for accountants keeps the phone from running your day, because tax season turns every ring into a fire alarm. Ansio answers every client call 24/7, takes the intake details, and books the meeting on your calendar, so you can stay inside the spreadsheet and still never miss a new client. Forward your number and go live the same day, flat monthly price, no contract.

No contract, no asterisk · 3 days free, cancel anytime · Live the same day, no IT ticket

0/7Always answering
Same dayGo-live setup
0+Languages spoken
0%Calls answered

Do not take our word for it

Hear Edward answer a real call

Edward is our own front desk, not a recording. He calls you back in seconds, or dial him at (647) 424-1001. Ask him anything a customer would.

SOC 2 compliantHIPAA compliantEU GDPR compliantPIPEDA compliant, CanadaCCPA compliant

SOC 2, HIPAA, GDPR, PIPEDA and CCPA aligned

What it does

What Ansio does for your firm

Every new client, captured

Gets each caller's name, number, and what they need, so your team can follow up and quote instead of chasing voicemails.

Books consultations on the call

Schedules, reschedules, and cancels consultations on your Google, Outlook, or Square calendar while the client is still on the line.

Calm in the tax-season storm

Answers every call during peak filing weeks with no hold queue, no busy signal, and no scramble to hire temps.

Always answers, day or night

Picks up nights, weekends, and holidays with no voicemail, no hold, and no busy signal to send clients elsewhere.

Sends callers to the right desk

Routes existing clients or specific matters to the right accountant by your firm's own rules.

Every call on the record

Logs each call in your dashboard with a transcript and recording you can pull up whenever you need it.

How it works

How it works

1

Forward your firm's number

Point your existing line at Ansio. No new hardware, no new number, and no contract to sign.

2

Ansio answers and acts

It greets callers, runs intake, books consultations, and sends existing clients to the right accountant by your rules.

3

You get the record

Every call arrives in your dashboard with a transcript, a recording, and the caller's intake details ready for follow-up.

Why Ansio

More than an answering service, an intake form, or a missed-call voicemail

How Ansio compares to the common alternatives. Varies means some providers offer it, often at extra cost or on a higher tier.

CapabilityAnsioOther AI receptionistsAnswering serviceVoicemail
Answers & engages every caller live, 24/7Varies
Books & reschedules on your own calendarVaries
Dispatches a job to your tech & texts the customer a live ETA
Speaks 30+ languages, switching mid-call (English ↔ French)Varies
Texts callers back with two-way SMS
Records, transcribes & scores every callVariesVaries
Time to go liveSame dayMinutes to daysDays: account + scriptingInstant, but the caller is lost
Straight talk

The deal, in plain words

No contracts. Ever.

You read contracts for a living. Ours doesn't exist. Stay because the pipeline grows. Leave any month with one click, no negotiation required.

Free for 3 days.

Three days of your real calls. While you're in a closing, Edward answers, books the consult, and captures every name and number. If it doesn't pay for itself, walk away.

Live the same day.

Sign up in the morning, live by the afternoon. No hardware, no IT ticket, no training day. The least dramatic rollout your office will see this year.

Edward calls you back in seconds. Cross-examine him. He doesn't mind.

FAQ

Accountant answering service FAQ

What is an answering service for accountants?

An answering service for accountants answers calls from prospective and current clients on the firm's behalf, captures new-client intake, and books or routes each one. Ansio does this with AI: it answers 24/7, collects the caller's name, number, and service need, books consultations on your Google, Outlook, or Square calendar, sends existing clients to the right accountant, and logs every call with a transcript and recording.

Can it handle new-client intake?

Yes. Ansio gets the caller's name, phone number, and what they need (tax prep, bookkeeping, an audit question, or a new engagement), then saves it to your dashboard so your team can follow up with a quote or onboarding.

Can it keep up during tax season?

Yes. Ansio answers every call at once, so a packed filing week never makes a hold queue or a busy signal. Callers get booked or captured around the clock while your accountants stay on returns, and you add no seasonal staff.

Can it book a consultation during the call?

Yes. Ansio books, reschedules, and cancels consultations on your Google, Outlook, or Square calendar while the caller is still on the line, then texts them a confirmation with the time.

How much does it cost?

One clear monthly plan, starting at $39 a month with call minutes included. You pay the same whether call volume is light or heavy, so a tax-season surge never spikes your bill. No contract, cancel anytime.

How fast can my firm go live?

Most firms are live the same day. You forward your existing number to Ansio. No new hardware, no new number, and no contract.

Honest answers

The questions every owner asks first

Fair concerns about handing your calls to an AI helper. Here are the straight answers.

Will callers know they are talking to a computer?

Most do not, and you can judge it yourself. Edward calls you back in seconds, so cross-examine him the way a new client would. He answers in a natural voice, speaks 30+ languages, and when a matter needs a person, he captures every detail and hands it to you.

What if it gets an intake wrong or cannot handle a complex caller?

Ansio captures every name, number, and reason for calling, books consults against your live calendar, and records and transcribes every call so nothing is lost or misremembered. Anything that needs your judgment is routed to you with the full context, not guessed at.

Am I locked in, and how hard is it to start?

No contract, ever. Flat from about $39 a month with minutes included, cancel anytime in one click. Setup is same-day, no hardware, no IT ticket. Try it free for 3 days on your real line before you decide.

Get started

Catch every client through tax season and beyond

Forward your firm's number and Ansio answers every call, captures intake, and books consultations around the clock, through tax season and beyond. Live the same day, cancel anytime.

  • 24/7 AI call answering

  • Setup the same day

  • No contracts, cancel anytime

SOC 2 compliantHIPAA compliantEU GDPR compliantPIPEDA compliant, CanadaCCPA compliant