AI-Powered Accounting Answering Service
Built for CPAs, tax preparers, bookkeepers & multi-partner firms
Tax Season Won't Drown Your Phone Again
Hailey is an accounting answering service powered by AI — she picks up every call in under a second, qualifies new clients, books advisory meetings, and routes urgent IRS notices to the right CPA 24/7. April 15 won't blow up your front desk.
Trusted by CPAs and bookkeeping firms across the US to capture every tax-season call and keep partners focused on returns.
Live in 24-48 hours. Forward your number, set your client rules, done.
An accounting answering service built for tax-season volume
Hailey is an AI receptionist for accountants that answers every call 24/7 — built specifically for new-client intake, urgent IRS-notice routing, and the call surges that hit between January and April.
Answers Before the Third Ring
Every call picked up in under a second — even during peak tax season when 60 calls hit before lunch.
Qualifies New Clients
Captures entity type, last-year revenue, complexity (W2, 1099, K1, multistate), and service needs before booking — your CPA walks into a pre-qualified consult.
Routes Urgent IRS Calls
Existing clients with IRS notices or audit letters get routed to the assigned CPA with full context — not stuck in a tax-season hold queue.
Books Meetings in Real Time
Schedules consults, year-end reviews, and tax-planning sessions directly into Karbon, Canopy, or your practice management software.
Handles Tax-Season Surges
Unlimited simultaneous calls. The week before April 15, every caller gets the same fast response — no rollover, no missed prospects.
Covers Extension Deadlines
Open 24/7/365. The October 15 extension caller at 9 PM gets booked instead of going to next year's competitor.
Built for accounting practice reality
Every situation your firm faces — handled automatically, around the clock.
New Business-Client Intake
Small business calls about switching CPAs. Hailey captures entity type, prior-year complexity, current pain points, and books a discovery call with the right partner.
IRS Notice Triage
Existing client got a CP-2000 letter. Hailey pulls the client file, routes to the assigned CPA with the notice details, and books a same-day callback — keeping the audit clock managed.
Tax-Season Appointment Booking
March 20, 45 calls before lunch. Hailey books every individual return drop-off, every business client review, and prioritizes high-complexity work to senior staff.
Advisory Service Upsell
Existing client asks about CFO services or tax planning. Hailey explains the service tiers, captures the need, and books an advisory consult — converting compliance clients into higher-value retainers.
After-Hours Extension Inquiry
Caller realizes at 8 PM they missed the deadline. Hailey calmly explains the extension process, captures their info, and books a same-week filing slot.
Bookkeeping Status Check
Bookkeeping client wants a status update. Hailey pulls their engagement, identifies the assigned bookkeeper, and routes the call with the current month's progress summary.
Your partners will thank you — try Hailey free.
Book Your Demo →Hailey vs. the alternatives
Live answering services don't know tax terminology. Voicemail loses prospects during the busiest season. Hailey does both jobs better, at a fraction of the cost.
| Hailey AI | Live Answering Service | Voicemail / No Answer | |
|---|---|---|---|
| Monthly cost | Flat monthly rate | $300–$2,500+ per month | $0 upfront |
| Hours covered | 24/7, 365 days | Business hours mostly | — |
| Missed calls | Zero | Hold queues in tax season | Every call missed |
| Client qualification | Entity, complexity, service needs | Name and number only | No |
| IRS-notice triage | Direct to assigned CPA | Generic message | No |
| Books into Karbon/Canopy | Real-time, integrated | Manual data entry | No |
| Handles tax-season surges | Unlimited parallel | Hold times kill prospects | N/A |
| Knows tax terminology | Trained on 1040, K-1, S-corp, etc. | Generic scripts | — |
| Setup time | 24-48 hours | 2–4 weeks | — |
Works with your accounting software
See it handle a real tax-season call surge in 15 minutes.
Book a Free Demo →From sign-up to first booked client in 24 hours
Forward Your Main Line
Point your existing firm number to Hailey in under three minutes. No new hardware, no IT call.
Set Your Client Rules
Tell Hailey your service tiers, minimum engagement size, client-fit criteria, partner assignment logic, and tax-season escalation rules. She adapts to how your firm operates.
Start Capturing Every Client
Hailey begins answering, qualifying, and booking immediately — sending your team a client brief after every call.
Ready before tax season? Most firms are live same day.
Get Started in Minutes →See what missed tax-season calls are costing you
Adjust the sliders to match your firm. Most accounting firms lose more new clients in tax season than they realize.
About your practice
Your estimated losses
New patients lost per week
11
Revenue lost per month
$30,960
Revenue lost per year
$371,520
Estimates based on US accounting industry averages. Actual results vary by firm size, service mix, and retention rate.
Turn missed calls into signed engagements
Accounting firms miss an average of 35% of inbound calls during tax season. That's new clients walking straight to the CPA across town who picked up. Hailey makes sure that never happens.
- Capture 100% of tax-season calls during peak weeks
- Save your front desk 20+ hours a week between January and April
- Qualify new clients on entity type and complexity before booking
- Route urgent IRS notices to the right CPA with full context
- Convert compliance callers into advisory-service consults
"March used to be a war zone — phones ringing constantly, partners getting interrupted, prospects going to voicemail. Hailey handles every call now, qualifies the new business, and routes existing clients to the right CPA. We signed 22 new business clients this tax season — up from 9 last year."
Got Questions?
Everything you need to know about Hailey for Accounting & Tax Firms.
An accounting answering service handles your firm's calls when partners are heads-down on returns — capturing new-client leads, routing IRS notices, and booking meetings 24/7. Hailey is an AI-powered version that runs every minute of every day.
Hailey handles unlimited simultaneous calls with no queue. From January through April, every caller gets the same fast response — qualified, routed, or booked without your partners losing focus on returns.
Yes. Hailey captures entity type, prior-year complexity, multistate factors, service needs, and budget bucket — so your partner walks into a discovery call with the full client picture.
Yes. Hailey integrates with Karbon, Canopy, TaxDome, Jetpack Workflow, QuickBooks, Xero, Salesforce, and Google Calendar to check availability and book meetings in real time.
Traditional live accounting answering services run $300–$2,500+ per month with per-minute overages during tax season. Hailey is a flat monthly rate with no surcharges and no overage fees — even during the April crunch.
Yes. Hailey identifies the client, pulls their engagement file, routes the call to the assigned CPA with the notice context, and books a callback inside your firm's response SLA.
No. Hailey uses natural-language voice AI that handles complex tax vocabulary like estimated payments, S-corp elections, depreciation methods, and multistate sourcing. Most callers don't realize they're talking to an AI.
Every tax-season call that goes to voicemail is a client your competitor just won for the year.
Book a 15-minute demo and hear Hailey handle a real accounting client call — live, no sign-up needed.
Book a Free Demo →Across All Industries.
Explore how Hailey transforms sectors similar to accounting & tax firms and beyond.
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