24/7 Support For Accounting & Bookkeeping Firms
Recepta.ai answers every call for your firm. We handle tax‑season surges, capture new client inquiries, and schedule meetings so your team can stay heads‑down on the numbers.
Get Started
Incoming calls
.webp)
Busy seasons don’t have to mean missed opportunities.
When deadlines loom, your phones ring nonstop. Recepta.ai keeps you responsive, even when your entire team is buried in returns, reconciliations, and reporting.
of customers expect a prompt reply to a sales question
of lead generation budgets are wasted on leads who are never contacted
of marketing leads never convert into sales
of customers who receive excellent service spend up to 14% more
From missed calls to ongoing accounting clients
Recepta.ai captures business size, service needs, and timelines, then schedules consultations for the right partner or manager, helping you grow profitable long‑term relationships.
Keep your focus on clients’ books. We’ll balance your call load.
Constant interruptions make it easy to miss details. Recepta.ai acts as your receptionist, so your staff can work accurately while we manage intake and scheduling.
Book a DemoDon’t lose tax‑season leads with 24/7 Chat & Text
Prospects exploring new accountants often reach out at night or on weekends. Recepta.ai responds instantly, explains your services from your script, and books intro calls when it works for them.
Book a DemoBook a Consultation
Enhance customer experience with round-the-clock support. Flexible features and pricing fit businesses of any size.
Frequently Asked Questions
Got questions? We’ve got answers
Recepta.ai blends AI with trained human receptionists, so you get the best of both worlds. The AI handles routine questions and workflows instantly, while humans step in for nuance, complex situations, and high‑value conversations. Every interaction follows your custom scripts, is logged in a structured way, and can trigger follow‑ups — so you get consistency, speed, and scalability without losing the human touch.
Not at all. You can create your receptionist in minutes by walking through a simple onboarding flow: tell us about your business, upload or build your scripts, set routing rules, and connect your calendar. From there, we’ll test everything with you and go live when you’re ready — no developers required.
Recepta.ai is designed to plug into the tools you already use. You can connect calendars, CRMs, help desks, and other systems so calls, messages, and bookings automatically show up where your team works. During onboarding, we’ll help you configure the right integrations and workflows for your specific stack.
We support English by default, and many teams also use Recepta.ai with bilingual scripts and Spanish‑speaking staff. If you need Spanish or other languages, let us know your requirements during onboarding and we’ll walk you through what’s possible for your account and plan.
When our AI detects that a caller or chatter needs something more nuanced, it seamlessly hands off to a human receptionist following your playbook. If the issue requires your internal team, we’ll route the call, schedule a follow‑up, or take a detailed message based on your rules. The goal is simple: no dead ends, no bots pretending to know what they don’t — just a smooth path to a real person when it matters.