Tax season inbound is a tidal wave. Your three-person firm can’t answer all of it. So you turn business away.
A 24/7 AI receptionist for accounting firms. Answers tax-season FAQs you authorize, qualifies new-client inquiries, books discovery calls into your calendar. $197/mo flat. Live in 10 minutes.
Watch Ovox close customers on your site.
Drop your details. Your AI sales agent is ready in 30 seconds.
Try it on your firm’s actual website — paste your URL above.
The reality of running a small accounting firm
From January to April you turn business away. The rest of the year you wonder if it found you.
Accounting firm inbound is famously seasonal and famously unpredictable. The standard small-firm response — “we’re booked through April; call back in May” — is the single biggest growth killer in the industry.
March 19th. Five new-business inquiries today.
Your front desk has been on the phone non-stop with existing-client document requests. The five new inquiries get a callback voicemail that says “we’re not taking new clients until May.” Three of them sign with the firm down the street that took the call. Annual fee per business client: $1,800. You just turned away $5,400/yr.
Sunday 9pm. A small-business owner reading reviews.
He’s comparing your CPA firm against two others. Yours is the highest-rated, but the only one without after-hours chat. He fills out a contact form that promises a callback in 48 hours. By Tuesday morning he’s already had a discovery call with one of the others.
Year-end. K-1 season. Everyone wants documents.
Twenty existing clients call in the same week asking the same five questions: “what documents do I need to send?”, “did you receive my upload?”, “what’s your portal URL again?”. Your team burns 40+ hours that should have been billable, answering the same things.
The accounting-firm growth math
The seasonal pattern most CPAs accept as inevitable — isn’t.
average business-client fee at a US small CPA firm.
Individual returns: $300–$600/yr. Combined business+personal: $2,500–$5,000/yr.
of new accounting clients are acquired Jan–April per AICPA member surveys.
If you’re not capturing tax-season inbound, you’re missing your growth window.
of buyers hire the first firm that responds.
Especially during tax season when the buyer needs an answer before April 15.
of front-desk time burned on routine document/portal questions in March.
All of which could be answered by an agent reading your published policy + portal docs.
Sources: AICPA Private Companies Practice Section benchmarking 2024 · Harvard Business Review (Oldroyd 2011) · Drift 2024 State of Conversational Marketing.
Run your firm’s numbers
How many new business clients are you turning away every tax season?
Honest defaults below. Average business-client annual fee: $1,800/year. Combined business+personal: $2,500–$5,000.
Tell us your numbers
Honest defaults below — tweak to match your business.
Your Google Analytics or Search Console number, monthly.
Industry average for service businesses is 3–5%.
Business: $1,800/yr. Individual: $400/yr. Combined: $2,500+/yr.
You're losing roughly
$18,662
every month, to leads that arrive while no one's there to catch them.
With Ovox you recover
$7,258/mo
That's $87,091 a year — for $197/mo.
Ovox pays for itself 36× over — every single month.
Conservative assumptions. Honest math.
Real customers, every month.
Two paths forward
Same calendar. Same Google traffic.Two completely different next 12 months.
Without Ovox
March new-client inquiries get “call back in May” voicemail — they don’t.
Front desk burns billable hours on “did you receive my upload?” and portal-password questions.
Your client-intake form takes 12 fields and bounces 80% of prospects.
After-hours website visitors during tax season bounce because nobody answers.
Existing $1.85/call answering service compounds during tax season.
With Ovox
Every new-business inquiry gets qualified (entity type, revenue size, services needed) and booked into a discovery call after April 15 — with confirmation.
Ovox answers routine portal/document FAQs from your published policy, escalating only the cases that actually need a human.
Conversational intake captures entity type, revenue, services needed, urgency in 3–4 turns — then books a discovery call.
Real conversation 24/7. Tax-season inbound captured even when the office closes at 7pm.
$197/mo flat. Same price during the April tidal wave as during the August quiet.
Built for busy owners
From your website to booked customers — in the time it takes to drink your coffee.
No agency. No onboarding calls. No 6-week implementation. You. Your laptop. 10 minutes.
Show Ovox your business
Paste your website. Ovox studies your services, pricing, hours, FAQs and tone of voice — like a sales rep who shadowed you for a week.
Done in under 30 seconds.
Make Ovox yours
Tell Ovox what to capture from every customer — budget, urgency, insurance, project type, whatever you want. Connect your calendar so it books straight into your schedule.
Done in under 3 minutes.
Go live on your site
Flip the switch. Ovox goes live as a chat & voice agent on your website, ready to greet, qualify, and book every visitor — 24/7.
Live in under 10 minutes.
Already running a business management tool (Dentrix, ServiceTitan, Clio, Booksy, Jobber)? Ovox sits on top. Zero migration. Zero switching cost. Just clean leads dropped into your existing workflow.
Purpose-built for accounting firms
What every accounting front desk should do — done 24/7, for $197/mo.
Same product as every other Ovox vertical. Accounting-coded playbook out of the box.
24/7 AI receptionist on your firm’s site
Chat and click-to-talk voice on every page. Knows your service mix (tax / audit / bookkeeping / advisory), client types served, and seasonal availability windows.
New-client vs existing-client intake
Different flows. New-client flow qualifies entity type, revenue size, services needed; books discovery call. Existing-client flow handles portal questions, document status, scheduling.
Portal + document FAQ answers
Reads your published portal policy, document checklist, and engagement letter to answer the routine questions that burn 30+ front-desk hours a week in March.
Seasonal-availability scheduling
You configure when you accept new business (e.g. “no discovery calls Jan 15–April 15”) and Ovox books accordingly — capturing the lead now, scheduling the conversation when you’re ready.
Service-mix qualification
Asks the right questions to route the inbound to the right partner (tax-only vs full-service vs advisory).
Action-only lead cards
One-screen card: entity type, revenue, services needed, urgency, contact. Not transcripts — those live in the dashboard.
What you actually get
$3,000 worth of customer-acquisition tools.Bundled into one $197/mo product.
Every line below is real, ships in V1, and benchmarked against a real competitor price.
24/7 AI Chat Agent
Captures every visitor as a lead, in your voice.
$400/movs Tidio / Drift
✓ Included24/7 AI Voice Agent
Visitors click-to-talk. AI qualifies and books them by voice.
$1,500/movs My AI Front Desk
✓ IncludedAuto-trained on your website
No setup, no scripting. Live in 30 seconds.
$500one-time, vs $2K of dev work
✓ IncludedVertical-tuned sales playbook
14 verticals. AI runs your sales process, not a script.
$300/movs custom prompt eng.
✓ IncludedConfigurable intake fields
You pick what info to capture. Budget. Urgency. Insurance. Anything.
$200/movs Typeform + Zapier
✓ IncludedAction-only lead emails
Single-screen lead card — name, phone, what they want, one tap.
$200/movs Drift / HubSpot
✓ IncludedCalendar auto-booking
AI books straight into your calendar with conflict checking.
$200/movs calendar tool + dev setup
✓ IncludedCustomer confirmation emails
Every booked customer gets proof in their inbox. Fewer no-shows.
$100/movs no-show automations
✓ IncludedDaily digest + CSV export
Drop captured leads into Dentrix, Clio, Follow Up Boss, anything.
$100/movs Zapier + 3 tools
✓ Included
Total standalone value
$3,000/mo
Your price
$197/mo
Cancel anytime. No contracts.
$2,803 of value, every single month, in your pocket. Or roughly $33,000/year you don't pay anyone.
Pricing
Everything Ovox does.
$197 a month.
One price. Everything included. No tiers, no annual contracts, no surprise upsells.
Total package value
$3,000/mo
Your price
Cancel anytime · No contracts · 30-day money back
- A 24/7 AI sales agent that knows your business cold. Trained on your website in 30 seconds. Speaks your services. Sounds like one of your team — chat or voice, the customer's choice.
- Captures the customer details that close the deal. You decide what every conversation must extract — budget, urgency, insurance, project type, anything. Ovox brings back exactly that. No more, no less.
- Books straight into your calendar. Conflict-checked. Customers leave with an appointment. You wake up to a full week.
- One-screen lead emails. Not transcripts. Name, what they want, when they want it, one tap to call. The action card every sales rep wishes their CRM sent.
- Sits on top of the tools you already run. Dentrix, ServiceTitan, Clio, Booksy, Jobber. Ovox feeds them — never replaces them. Zero migration. Zero switching cost.
- Live on your site in 10 minutes — or we set it up for you. No 6-week rollout. No agency. No “come back next quarter.”
30-day money back — no questions asked.
Don't love it? Reply to any email and we refund you in full. We don't even ask why.
$197/mo · 30-day refund · Cancel anytime
We took every reason to say no off the table.
You don't have to trust us. We trust you.
30 days
Money back. No questions asked.
Try Ovox for a full month. If it doesn't pay for itself, email us and we refund you in full — no forms, no hoops, no hard feelings.
10 minutes
Live, or we do it for you.
If you can't get Ovox live on your site in 10 minutes, share your login — we hop on a Zoom and do it for you, free. That's a promise.
Anytime
Cancel from your dashboard. No contracts.
No annual lock-in. No buyout clauses. No “talk to a rep to cancel.” One button in your dashboard ends it — the way it should be.
The risk of trying Ovox is smaller than the risk of not trying it. That's the point.
Accounting firm owner FAQ
Questions firm owners ask before activating Ovox.
How is this different from CCH Axcess, ProConnect, Drake, Lacerte, QuickBooks Online Accountant?
Those are your tax-prep and practice-management software. Ovox is the missing front door on your firm’s website that captures new-client inquiries (especially during tax-season overflow), qualifies them, books discovery calls, and answers routine document/portal questions. We don’t replace your tax-prep software. We sit on top of it.
Can it handle tax-question conversations?
Ovox is explicitly not designed to give tax advice. It answers process questions you authorize (“you’ll need your W-2s, 1099s, and prior-year return”, “upload via portal at [link]”) and defers anything substantive to a real conversation with a CPA. This is the right division: clients get instant help on routine stuff, you bill for the actual advisory.
What about confidentiality and SOC 2?
Customer conversations are encrypted in transit and at rest. US data residency is available on request. No customer conversations are used to train any model. SOC 2 Type II audit is in progress (Q3 2026 target). For firms with strict confidentiality requirements, the enterprise plan includes dedicated processing and an MSA covering data handling.
How does seasonal availability work?
You configure when you accept new business in the dashboard. During tax season Ovox can capture the new-business inquiry but schedule the discovery call for May (“we’re fully booked through April 15; can I get you a 30-minute spot the week of April 22?”). Inquirers feel cared for; you don’t lose them to a competitor; partners aren’t overwhelmed.
How fast can it go live on my firm site?
10 minutes for most firms. Paste your URL — Ovox reads your service mix, partner bios, client types, and FAQ. Confirm the intake fields and seasonal-availability window. Drop the embed code or share dashboard access and we install it for free.
Still on the fence? Email us directly — we read every message.
One last thing
65% of your growth is acquired in tax season. Make sure your firm captures it.
$197/mo. Live in 10 minutes. 30-day money-back.
$197/mo · 30-day refund · Cancel anytime