Outsourced support teams
Answering services
Unified CCaaS platform Voice, chat, QA, and workforce management — unified. accounting
AI agents and multilingual specialists that handle client onboarding, document collection, and deadline-driven inquiries in 65+ languages — so your firm scales without burning out.
The short version: a named, dedicated agent from US$5.80 an hour, because an accounting call is often a client asking about their own money and the note of what was said matters as much as the answer. A shared live team from US$300 a month covers steady volume; AI voice at US$0.15 a minute takes appointment booking, document-checklist and deadline questions. Nobody gives tax advice on our side of the line.
how it plays out
Document confusion peaks in Q1
Deadline anxiety drives call volume
A tax notice goes to a person and then to the CPA.
Deduction questions are advice, and advice is the firm’s.
the team behind it
real members of the global team Client Support for Accounting Firms
65+ Languages
Follow-the-Sun Coverage
what it costs
Most vendors in this category quote by form. These are our published packages — not a quote, since language mix, hours and volume all move the number. The per-minute figures are simply the monthly price divided by the included minutes.
| Option | Published price | Per minute | What it's for |
|---|---|---|---|
| Dedicated agent | from US$5.80 | per hour, per agent | A dedicated, named agent who learns your client base and knows exactly where the advice line sits |
| AI voice | US$0.15 | per minute | Appointment booking, office hours and deadline reminders — predictable and repetitive |
| Web chat | US$0.15 | per session | Document-checklist questions from your website: what to bring, where to upload, what is missing |
| Live shared team | from US$300 / month | includes 500 min → ≈ US$0.60/min | A shared live team for steady year-round client contact outside filing season |
| Live shared team | from US$650 / month | includes 1,500 min → ≈ US$0.43/min | Filing season, when three months of call volume arrives in six weeks and your staff are billing |
Anything involving a person is a starting price. Two things move it: which languages you need, and how senior an agent the work actually requires — a bilingual agent handling refund authority is not the same hire as one taking bookings. AI voice and web chat are flat, because there is no hiring in them. And every model above is open to every business on this page: which one fits is a question about the shape of your volume, not about your industry.
Minimum engagement is half a seat — not a five-seat block. We also bill per resolved issue, from US$1, where you pay nothing if it is not resolved; that model fits businesses where a customer problem actually gets solved on the call, not businesses where the call is intake.
who takes which call
Most vendors sell you either an AI receptionist or a live answering service and leave the allocation to you. Since we run both, here is the split we would actually recommend — including the calls we think should never touch automation.
| The call | Route to | Cost of getting it wrong |
|---|---|---|
| Booking a meeting, office hours, where to send documents | AI | Low. Process questions with documented answers. |
| "What do I need to bring?" | AI | Low. Your checklist, read back verbatim. |
| "How much will I owe?" | Live agent | High. It is advice, and the answer is a scheduled call with you. |
| Notice from the tax authority | Live agent | High. Deadlines are running and the client is worried. |
| Invoice or fee dispute | Live agent | High. Money in dispute is never routine. |
| New business or advisory enquiry | Live agent | High. One retained client is worth a year of routine calls. |
setup
Five days is our normal window to staff a live account — that is five days to find and place an agent who fits your business, not five days of software setup. AI voice can go live sooner because there is no hiring step.
your existing software
We work inside the CRM, practice system or case tool you already run, rather than handing you a second inbox to check. Every contact leaves a timestamped record — who called, what was asked, what was said back, what was promised — because in your line of work the question six months later is not "did someone call" but "what exactly did we tell them". Tell us what you run and we will say straight whether we connect to it today.
questions
AI voice is US$0.15 per minute and web chat is US$0.15 per session. Live agents start at US$300 per month including 500 minutes — about US$0.60 per minute — or from US$5.80 per hour for a dedicated agent working only your account. The minimum engagement is half a seat, not a five-seat block.
Five days is our normal window to staff a live account — that is five days to find and place an agent who fits your business, not five days of software setup. AI voice can go live sooner because there is no hiring step.
Yes, on the same number, with agents in our Bolivia and Nicaragua operation centres — native Spanish, not machine translation. English and Spanish share one queue, and we cover 60+ more languages if you need them.
That is the normal setup. You decide which call types go to AI and which reach a person, and you can change the split as your volume changes. Nothing about that decision is locked in at signup.
Never, and the boundary is written into the script before go-live. They will confirm what documents you need, what your deadlines are, what your fees are if published, and when you are available — and anything that starts to look like advice becomes a booked call with you, with a note of what the client asked. An agent improvising about deductibility is a liability for your firm, not a service. We would rather book the call.
Per-minute and monthly-minute pricing both scale up for those six weeks and back down afterwards without renegotiating, which is the point — you are not carrying filing-season capacity in August. If you want the same named people through the season rather than shared capacity, five days is our normal window to staff a live account, so the decision can be made in December and be running for January.
compliance
start
We'll show you document collection, deadline management, and client triage with your firm's workflows.