AI Receptionist for
TaxDome
An AI receptionist for accounting firms that run on TaxDome — answering every call, chat, and WhatsApp message around the clock and booking consultations straight onto your connected calendar.
How It Works
Get your TaxDome AI Receptionist up and running in minutes.
Open the FONE app and add TaxDome to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
Connect your calendar (Google or Outlook) so your AI can book consultations directly.
Key Features
Everything your AI needs to handle TaxDome inquiries like a pro.
24/7 Answering
Your AI answers every call, web chat, Facebook, Instagram, and WhatsApp message — capturing new-client enquiries and questions when your team is heads-down in returns.
Appointment Booking
Consultations and review calls are booked directly onto your connected calendar — Google Calendar or Outlook — with real-time availability so you never double-book.
Lead Capture
Every new caller's name, number, and reason for calling is captured, so a prospective client during tax season becomes a booked consultation instead of a voicemail.
Answers From Your Setup
Your AI answers common questions — services, pricing posture, hours, and the questions you configure — using the details you set up in the FONE app.
See It in Action
Here's how your AI Receptionist for TaxDome handles a real conversation.
Hi, I'm looking for an accountant to handle my small business taxes this year. Do you take new clients?
We do. I'd be glad to set up a consultation with one of our accountants. Are mornings or afternoons better for you this week?
Thursday afternoon works.
Thursday afternoon it is — I have 2 PM or 3:30 PM open. Which do you prefer? I'll get you on the calendar and send a confirmation.
Frequently Asked Questions
Built for Practice Management & Accountants
Your AI receptionist works your client list — surfacing status, chasing documents, and logging every call — so your team stays on the work.
For your firm
- Stay on deadline work. Routine "where's my return?" and "what do you need from me?" calls are answered automatically, so staff aren't pulled off prep during the busy season.
- Nothing falls through. Every inbound call is logged to the client record — caller, topic, and follow-up — so the whole team has a complete history.
- Coverage that scales. After-hours and overflow calls are handled 24/7 without adding front-desk headcount as your book grows.
For your clients
- Real answers. Clients hear their actual return, project, or document status instead of waiting on hold or for a callback.
- Always reachable. Questions get answered evenings and weekends, not just during office hours.
- Clear next steps. Clients are told exactly which documents or approvals are still outstanding and how to provide them.