Book the call while you're doing the work.
When you're with clients, new inquiries wait. AI answers your phone, books discovery calls on your calendar and keeps in touch with past clients.
- Accounting / CPA
- Tax prep
- Insurance agencies
- Financial advisors
- Consultants
- IT services
Summit Tax & Accounting
AI assistant · replies instantly
The gaps most professional firms live with.
Calls go to voicemail during client work
A prospect calls, gets voicemail and contacts someone else.
Past clients drift away
People you've helped before don't hear from you between engagements.
Thin online reputation
Prospects check Google before they reach out, and reviews aren't being asked for.
From first contact to booked, automatically.
- 1
A prospect reaches out
By phone, website chat or message, any time.
- 2
AI answers and qualifies
What they need and whether it fits the services you offer.
- 3
A call is booked
On your calendar, with a confirmation sent automatically.
- 4
Past clients hear from you
Reactivation campaigns invite them back when it's time.
What does your firm need? Answer a few questions.
About a minute. We'll suggest the right products and show the price.
Where is your business losing the most customers?
Pick all that apply.
Where we'd start.
Start with the first one. Add the others when you're ready.
AI Voice Agent
Answers your phone during client work and books discovery calls.
Database Reactivation
Reaches out to past clients and old inquiries in your database.
Review Growth
Asks satisfied clients for a Google review.
Secure checkout: you pay the setup and first month today. Voice, text and AI usage are billed on actual use. Not sure? See all pricing or get a free action plan.
Call it. Chat with it. Then decide.
Call Sophia, our demo receptionist
(854) 333-7691Tell her what your business does and she'll role-play a real call for it.
Chat with the AI right now
Open the chat in the corner and ask it anything a customer would.
Real questions. Straight answers.
Stop losing leads between the first call and the follow-up.
Try it live, then pick where to start. Month to month.