AI receptionist for accounting firms
The AI receptionist for accounting firms
Books new-client consultations, sends document checklists, and answers deadline and status questions all year, not just in tax season.
From $19 a month after the trial. No setup fee. Cancel any time.
What Neria handles for accounting firms
Set up with your services, prices, hours and rules on a kickoff call. When something needs a person, Neria hands it to your team.
- Answers calls during tax season when your team is buried
- Books client meetings and document drop-offs
- Answers questions about services, fees and deadlines from your own list
- Follows up prospects who asked for a quote
- Sends reminders for missing documents
Three plans, one team of agents
Every plan answers in English and Spanish, on the phone and on your website. Prices grow with your call volume.
Essentials
From $19/mo
Receptionist. Answers every call, books appointments and takes messages.
Growth
From $119/mo
Receptionist and Sales. Adds lead follow-up by phone, text and email.
Complete
From $319/mo
Receptionist, Sales and Support. Looks after existing clients.
Questions from accounting firms
Will Neria answer tax questions?
Only the general ones you approve, like deadlines and what documents to bring. Anything about a client's specific situation goes to your team.
Can it handle a seasonal spike?
Yes. Neria answers every call at once, so a busy week doesn't mean voicemail. Pick a call pack that fits the season and move up or down.
How much does Neria cost?
Essentials starts at $19 a month, Growth at $119 and Complete at $319. Prices grow with your call volume. Your first 7 days are free, there's no setup fee, and paying yearly gets you 2 months free.
Will callers know they're talking to AI?
Neria speaks in a natural voice, in your business's name. If a caller asks for a person, Neria hands the call to your team.
How long does setup take?
You pick a plan, then we set up your number and connect your tools on a kickoff call. The Neria team does the setup.
Is there a contract?
No. Monthly plans can be cancelled any time.
Other industries
- Med spas and wellness clinics
- Dental offices and clinics
- Home service businesses
- Law firms
- IT service providers and MSPs
- Real estate agents and brokerages
- Salons, barbershops and studios
- Veterinary clinics and animal hospitals
- Auto repair shops
- Restaurants
- Gyms and fitness studios
- Hotels, inns and resorts
- Property management companies
- Insurance agencies
- Schools, tutoring and training providers
- Chiropractic and physical therapy clinics
- Cleaning services
- Pet grooming and boarding
- Childcare and daycare centers
- Car dealerships
- Travel agencies
- Event venues
- Roofing and solar companies
- Government and public services
- Website chat
Every call answered. Every client booked.
Try Neria free for 7 days. Talk to sales at .
Start your free trial