Professional services · Accounting and bookkeeping
Wirepilot AI answers your accounting or bookkeeping firm's phone, especially during tax season. It books meetings, answers the questions you approve about documents, fees and deadlines, qualifies new clients, and takes clear messages so your team can keep working.
Your plan starts after 7 days unless you cancel. Cancel anytime from your dashboard.
Your accounting firm
New personal tax client
Caller: Wants their taxes done and asks what to bring.
Receptionist: We'd be happy to help. Bring your T4s and other tax slips, receipts for any deductions like medical or childcare, and last year's notice of assessment. I can book a drop-off appointment this week.
Try it: ask what documents to bring for your tax return, or ask about monthly bookkeeping for a small business.
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Accounting phones are seasonal. From February to the end of April, personal tax clients call about documents, deadlines and appointments, all while the team is preparing returns. Corporate year-ends and payroll deadlines bring their own peaks through the year.
Most of those calls are routine: "What do I need to bring?", "Can I drop my slips off?", "When will my return be done?", "Do you do small-business bookkeeping?". Every one of them interrupts focused work.
An accounting client typically returns year after year, and a small-business client may need bookkeeping, payroll and year-end work every month. New clients often choose a firm in a hurry before a deadline, so the firm that answers and books a meeting first usually wins them.
Interruptions have a cost too. Every routine call that pulls someone out of a return costs focus and time. Answering routine questions automatically and taking structured messages for the rest keeps your team productive in the busiest weeks.
See your own numbers with the missed-call calculator.
Real situations, and exactly what Wirepilot AI says and does in each one. Names, prices and times are examples; yours come from your setup.
The caller: Wants their taxes done and asks what to bring.
The receptionist says: “We'd be happy to help. Bring your T4s and other tax slips, receipts for any deductions like medical or childcare, and last year's notice of assessment. I can book a drop-off appointment this week.”
What it does: Books the appointment and texts your document checklist.
The caller: Runs a small contracting business and needs monthly bookkeeping and HST filing.
The receptionist says: “That's a big part of what we do. Roughly how many transactions do you have each month, and do you use accounting software now? I'll book you a call with one of our partners.”
What it does: Qualifies (business type, volume, software), books a discovery call and sends the lead summary.
The caller: Asks if their return has been filed.
The receptionist says: “I can't see file status, but I'll ask your accountant to update you by email today.”
What it does: Sends a structured message to the client's accountant.
The caller: Asks whether they can deduct their home office.
The receptionist says: “That depends on your situation, and it's a good question for your accountant. I'll note it for your appointment, or I can book a quick call.”
What it does: Doesn't give tax advice. Notes the question or books a call.
The caller: Received a letter from the CRA and is worried.
The receptionist says: “Please don't worry. Our team deals with these often. I'll book you a time to go over it, and you can send a copy of the letter before then.”
What it does: Books a meeting and flags it as time-sensitive.
The caller: Hasn't filed taxes for three years and is worried.
The receptionist says: “You're not alone, and we help people catch up all the time. I'll book a confidential meeting with one of our accountants to go over it.”
What it does: Books a meeting, notes the years involved and flags it for a senior accountant.
Every call answered during your busiest weeks. See 24/7 call answering.
What to bring, sent right after booking.
Business type, size and needs captured before the first call. See lead qualification.
Advice questions become meetings or messages for your accountants.
We set up:
Firms often switch to a "tax season" greeting from February to April, which covers drop-off hours, document lists and expected turnaround. It answers most calls before they need a person.
Wirepilot AI books meetings into Outlook or Google Calendar or Calendly, and sends messages to your team by email or Microsoft Teams. On Growth and Pro, automations can add new clients to HubSpot, log calls to a Google Sheet or connect to QuickBooks.
Best fit
300 minutes included, then $0.45/min
Starter suits most small firms and bookkeepers for most of the year. During tax season, you can move to Growth for more minutes, smart transfers and texting, then move back.
Free setup. 7-day free trial. No contract.
No. It answers practical questions you approve (documents, fees, deadlines) and books time with your accountants for anything else.
Yes. It answers up to 20 calls at once. You can move to a bigger plan for the season and back afterwards.
Not unless your status is available through a connected tool. Otherwise it takes a message for the accountant.
QuickBooks is a supported integration for automations on Growth and Pro.
Yes. Clients can ask for their accountant by name.
Call data is only visible to your firm's users and our support team when needed. See security and privacy.
Yes. It explains your client portal or document drop-off process.
Yes. Returning clients can ask for their accountant by name.
We set it up for you, free. Try it for 7 days, or book a 20-minute demo and hear it handle calls like yours.
Your plan starts after 7 days unless you cancel. Cancel anytime from your dashboard.
