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AI Receptionist for Accounting & Tax Firms
Shtello Connect is a 24/7 AI front desk built for accounting firms. It answers every call, text and message, books appointments into your practice management, and captures every lead — so you never lose a customer to voicemail or a busy line.
Set up your AI front desk →The problem for accounting firms
- Tax season buries the phones
- New-client calls lost when staff are heads-down
- No after-hours coverage for deadline questions
One missed new-client call during tax season is an entire engagement lost.
What Shtello Connect does for accounting firms
- Answers 24/7 and captures new-client details
- Books consultations and tax-prep appointments
- Answers services, pricing and deadline questions
- Handles the tax-season call surge
- Sends reminders and confirmations
- Takes messages for anything requiring a CPA
Simple pricing
Starter
$199
/mo
Pro
$349
/mo
Premium
$895
/mo
12-month plan pricing, plus one-time setup. Minutes & texts billed on top. Cancel anytime after 3 months.
Start now →Frequently asked questions
Can it handle tax-season volume?
Yes — it answers every call during the surge, books consults and captures new clients so none slip.
Will it give tax advice?
No — it handles logistics and intake and takes a message for the CPA.
Does it book appointments?
Yes — into your calendar, with a text confirmation.