Accountants & CPA Firms

Keep your calendar full through every tax season

Robyn AI handles appointment scheduling, client FAQs, and overflow calls year-round, so you can focus on the work, not the phone.

Tax seasonHigh volume
47 calls today

Available slots

Consultation confirmed · David Park, CPA

Tue 2:00 PM · Calendar invite sent

Trusted by accounting professionals

Paul N.

Paul N.

CPA & Partner, Nordstrom Tax Advisory

"February through April, my phone never stops. Every year I missed consultations because I was heads-down in returns. Robyn books every appointment automatically, and I haven't lost a single new client to voicemail in two tax seasons."
Diana C.

Diana C.

Managing Partner, Chen & Clarke CPAs

"We get the same questions every season, deadlines, document requirements, extension options. Robyn answers them all instantly and confidently. My team is focused on work that actually requires their expertise, not answering 'when's the last day to file?'"
Thomas B.

Thomas B.

Independent CPA, Blanchard Accounting

"I'm a solo practitioner. I can't answer calls while I'm with a client. Robyn is my front office, it books consultations, answers questions, and never lets a new business owner feel ignored. My client list grew 40% this year, partly because I was available every time someone tried to reach me."

The problem

Tax season floods your phone, off-season dries it up. Neither should cost you clients.

For accounting firms, the phone is feast or famine. During tax season, calls come in faster than anyone can handle. Off-season, you're chasing appointment requests that slipped through. Either way, the result is the same: potential clients who couldn't reach you and went elsewhere.

Robyn AI manages your phone intelligently year-round. During peak season it handles overflow instantly so no call is missed. Off-season it books consultations, answers deadlines questions, and keeps your pipeline moving. One consistent, professional voice, whatever the volume.

Tax season · call volume

💼

New client · needs filing help

Reached voicemail

Missed
💼

Extension request question

On hold 8 min

Frustrated
💼

Bookkeeping inquiry

No answer

Missed
💼

Business tax consultation

Gave up

Lost
⏱️

~40 calls/day during peak season · capacity issues every year

How it works

Handle tax season without dropping a single call

1
1

Consultations booked automatically

New clients can book a consultation while you're deep in a tax return. Robyn checks your calendar in real time and locks in the appointment, no interruptions, no callbacks needed.

A caller asks for a consultation

9:00 AM
10:30 AM
11:00 AM
2:00 PM
3:30 PM
5:00 PM
Wednesday 2 PM, selected
2
2

Deadline and FAQ questions answered

Filing deadlines, extension rules, required documents, business entity differences, Robyn answers these instantly so callers get information without tying up your team.

👤

"When is the deadline for corporate tax?"

"The federal corporate tax deadline is April 15th. For extensions, the deadline is October 15th."

< 0.5s
3
3

Peak season overflow handled

When calls stack up during tax season, Robyn handles every one professionally. Priority callers are flagged for immediate callbacks. New inquiries are queued and ready for your team.

Booking confirmed

Consultation · Wednesday May 22 · 2:00 PM

Calendar event

✓ added

Confirmation sent

✓ sent

What you get

Everything your front desk needs, without the overhead

Peak season overflow handling

Tax season phone volume stops being a problem. Every call is answered, every lead is captured, regardless of how many come in at once.

Call volume · by month

JanAprDec
All handled · no missed calls regardless of volume

Instant FAQ answers

Deadlines, extensions, documents, business structures, answered instantly from your knowledge base, 24/7.

What documents do I need?
answered< 1s
Can I file an extension?
answered< 1s
What's the penalty for late filing?
answered< 1s
Do you do bookkeeping?
answered< 1s

New client booking

Consultations book directly into your calendar. New clients are ready to meet, not waiting on a callback.

New client consultation

Wed May 22 · 2:00 PM

Consultation · 45 min

Calendar event

✓ added

Confirmation sent

✓ sent

Priority callback queue

Not all calls are equal. Robyn flags urgent callers, high-value leads, and time-sensitive inquiries for priority callbacks.

🔥Business owner · urgent · callback today
Warm lead · interested in bookkeeping package
📋Existing client · has questions

Who uses this

Built for every corner of the accounting profession

Tax preparation firmsCPA practicesBookkeeping servicesFinancial advisorsBusiness consultantsPayroll servicesAudit firmsNonprofit accountingEstate plannersForensic accountantsLaw firmsInsurance agencies

Never let a tax season cost you a new client again.

No contracts. No setup fees. Cancel any time.