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Stop losing accounting leads to missed calls.

24/7AI receptionist answers every firm call
ScreensCaller status, service need, and timing
RoutesCalls to the right accountant or team
BooksConsultations + sends reminders
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Ready

Talk to Clara

Hi, this is Clara with RevSystems. Who am I speaking with?

Ask Clara anything about RevSystems.

Talk to Clara

“How would you handle my calls?”

Ready

CONFIGURED CLIENT INTAKE

Know what the client needs before your team calls back.

Choose what your agent asks, in what order, and which next step follows the result.

Conversation
Caller

I received an IRS letter with a deadline.

AI agent

I can get a few details for the accounting team.

Your criteria. Your order.
  1. Caller statusCaptured: “Existing client”
  2. Service needCaptured: “Tax notice”
  3. TimingCaptured: “Due this week”
Firm route resolved
CONFIGURED OUTCOMES

You choose what happens next.

Connect the caller, book a consultation, or take a message based on the route you configure.

A qualification result can connect the call, book an appointment, or take a message. In this example, connect the call is selected.

Client intake result
  • Connect the callRoute to the assigned accountant, tax team, or preferred line.
  • Book a consultationSchedule on your calendar with real-time availability.
  • Take a messageCapture the request, callback details, service need, and timing.
AFTER THE CALL

Every conversation becomes something useful.

See calls, messages, handoffs and appointments organized in one place.

Call outcome captured
Synthetic Agent Center Inbox showing completed call outcomes for a fictional business.
Everything organized for your team
Appointment appears automatically
Synthetic Agent Center Appointments view showing confirmed appointments for fictional callers.
HOW IT WORKS

A better front desk for every accounting call.

Configure the intake details your firm needs, test new-client and existing-client paths, and keep tax-season calls out of voicemail.

  1. Tell your agent about your firm and services.

    Add the business details, services, voice, and greeting callers should hear.

  2. Configure intake, handoff, booking, and message paths.

    Choose qualification criteria, outcomes, booking, handoff, and message-taking behavior.

  3. Take your number live after a full test call.

    Use your RevSystems number or forward an existing line, then verify the full path with a test call.

Accounting Firm Call Handling

Protect billable time without letting new-client calls disappear.

Use focused, configured intake to organize the next step while your accountants keep tax and financial advice with qualified professionals.

  • 24/7 firm reception

    Give prospects and existing clients a responsive first point of contact, including during tax season.

  • Configured client intake

    Capture caller status, service need, entity type, timing, or another detail that changes the next step.

  • Prepared team handoff

    Connect priority calls to an accountant, tax team, or preferred line with a prepared fallback.

  • Consultation booking

    Check real-time availability and create a confirmed consultation when booking is enabled.

  • Structured message taking

    Capture the request, caller details, callback preference, intended recipient, and timing.

  • Organized follow-up

    Review calls, outcomes, messages, bookings, handoffs, and reports in Agent Center.

INDUSTRIES

One system. Built around the calls you get.

Explore how RevSystems adapts screening, routing, booking, and follow-up to each industry.

QUESTIONS

What teams ask before launch.

Straight answers, grounded in how RevSystems works today.

Explore the documentation
Can RevSystems answer calls for accounting firms?

Yes. RevSystems can act as a 24/7 AI first point of contact for new and existing client calls, then follow the screening, routing, booking, and message paths your firm configures.

Can new prospects and existing clients take different paths?

Yes. Caller status can be one of the two or three ordered criteria you configure so prospects, existing clients, and other callers can reach the next step your firm prepares.

Can the agent ask what accounting service the caller needs?

Yes. Service need can be a configured criterion for tax preparation, bookkeeping, payroll, advisory, or another category your firm supports.

Can RevSystems book accounting consultations?

Yes, when Calendar & Booking is connected and enabled. The agent checks current availability before creating a confirmed consultation.

Can the agent handle tax-season overflow?

Yes. It can answer inbound calls during busy periods, capture focused intake, and route each caller toward a configured handoff, booking, or message path.

Does RevSystems give tax or financial advice?

No. RevSystems handles the phone interaction and configured next step. Tax advice, financial advice, filing decisions, and professional judgment remain with your firm.

YOUR NEXT CALL

Ready to stop losing accounting leads?

Set up your AI receptionist, test the client-intake paths, and keep the next valuable call from disappearing into voicemail.

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Your setup stays yours to review before it answers real calls.