Can it handle client-specific questions?

Vokaro can access client information you provide and answer basic questions about their account status, upcoming deadlines, and document requirements.

What about confidential tax information?

Vokaro doesn't access your tax software or confidential data. It handles scheduling and general questions, not specific tax advice.

How does it help during tax season?

Schedule extension consultations, collect missing document requests, answer deadline questions, and book appointments – all without interrupting your tax preparation work.

Does it integrate with accounting software?

Vokaro integrates with your calendar and can connect to practice management systems like Karbon and Canopy via API.

Can it differentiate new vs existing clients?

Yes. New inquiry calls can be flagged for sales follow-up while existing client calls are handled for service requests.

UpdatedSeptember 14, 2026

AI Phone Assistant for Accounting Firms

Focus on Numbers, Not Phones

The AI Phone Assistant for Accounting Firms

Tax season shouldn't mean constant phone interruptions. Vokaro handles client calls professionally while you focus on the work that matters.

20-40

Calls/day typical

~1 week

Setup time

24/7

Available

Experience the AI assistant live

Select industry

No signup · Free · 2 min demo

Try: "Do you have any appointments available next Tuesday?"

Max 2 min
per demo

GDPR
compliant

Real AI
voice

53,7 Jahre

beträgt das Durchschnittsalter im Berufsstand. Gleichzeitig ging die Zahl der Ausbildungsverhältnisse zum Steuerfachangestellten um 1,3 Prozent auf 17.081 zurück.

Quelle: Bundessteuerberaterkammer, Berufsstatistik · Vollerhebung der Steuerberaterkammern, Stichtag 01.01.2026 · Stand: 01.01.2026

Do You Know This Problem?

The typical challenges for Accounting Firms when it comes to phone availability.

typical call volume increase

Tax season call surge

Call volume can triple during tax season. Staff can't keep up while also doing tax work.

23 min

interruption recovery time

Interruptions kill productivity

Each interruption takes 23 minutes to recover from. Constant calls destroy focus.

65%

expect immediate response

Clients expect availability

Clients with tax questions don't want voicemail. Unanswered calls damage relationships.

Common problems for Accounting Firms

Tax season: When the phone never stops ringing

How accounting firms handle the seasonal call flood without hiring additional staff.

During tax season from January to April, call volume triples at accounting firms (AICPA survey). Over 50% of these calls concern routine questions about deadlines, required documents, or filing status. An AI phone assistant like Vokaro answers these standard questions automatically, books consultation appointments, and gives your team the quiet they need for focused client work.

higher call volume during tax season (Jan-Apr)

AICPA Firm Survey 2024

50%

of calls are routine questions about deadlines and documents

American Institute of CPAs Survey

$3,800

average annual revenue per client

AICPA Benchmarking Study

Monday, 9:05 AM in early March at the accounting firm

The new year is still young, but the panic is growing: when is the tax filing deadline? The receptionist answers this question for the eighth time this morning. Meanwhile, two clients are on hold, one with a complex question about property taxes. A new client who found the firm on Google hangs up after four minutes of waiting. The accountants behind closed doors hear the ringing and lose their train of thought while reviewing financials.

Routine questions automatic, consultations personal

1Answer deadline questions instantlyWhen is the tax return due? What are the extension deadlines? Vokaro knows the answers and provides them immediately.
2Walk through document checklistsClients learn on the phone which documents they need to bring for their tax return, organized by income type.
3Provide filing statusHas the tax return been filed? Vokaro can relay status updates per client that you've entered in the system.
4Book consultation appointmentsComplex matters like tax planning, estate taxes, or business formation are booked as consultation appointments in your firm's calendar.

Can Vokaro answer individual client questions?

Vokaro answers general questions about deadlines and documents. Individual client questions like 'How much is my refund?' are documented and forwarded as a callback request to the responsible accountant.

Can I use Vokaro only during tax season?

Yes, you can use Vokaro flexibly. Many firms activate the assistant at full capacity from January to April and only use it outside business hours for the rest of the year.

Does Vokaro integrate with accounting software?

Vokaro integrates via calendar with your appointment management. Direct integration with accounting platforms for client data is planned; currently, status updates are entered manually.

35% of your work time goes to answering the phone

How accountants can spend more time advising and less time on phone calls.

Accountants in solo practices and small firms spend about 35% of their work time on client phone inquiries (AICPA Workforce Study). Over 60% of these are status questions, appointment requests, or document inquiries that don't require accounting expertise. An AI phone assistant filters out these routine inquiries so accountants can focus on high-value advisory work.

35%

of work time accountants spend on phone calls

AICPA Workforce Time Study

23 min

it takes to return to full concentration after an interruption

University of California Irvine Study

$150-250

hourly rate of an accountant lost to phone interruptions

CPA Fee Schedule Survey

Thursday, 2:00 PM at the solo practice

Accountant Mr. Stein is working on a complex estate tax strategy. The phone rings: client Meier asks if his documents arrived. Five-minute interruption. Barely back to the numbers, it rings again. Mrs. Hoffmann wants to know if a meeting next week is possible. After the fourth call in one hour, Mr. Stein hasn't written a single paragraph and needs ten minutes each time to refocus.

Clients served, accountants undisturbed

1Take and categorize inquiriesVokaro answers the call, captures the concern, and categorizes it: status question, appointment request, document inquiry, or professional consultation.
2Answer routine questions directlyStandard questions like 'Have my documents arrived?' or 'When is the next filing deadline?' are answered by Vokaro immediately.
3Book appointmentsClients who want a personal consultation book directly into your calendar, without interrupting you.
4Forward complex questions with priorityComplex tax questions are forwarded as a prioritized callback request with all details to you.

Will clients complain about not speaking to me personally?

In our experience, clients are relieved to reach someone immediately rather than sitting on hold. And for personal consultations, they can always book an appointment.

What if a client urgently needs tax advice?

Vokaro recognizes urgent matters, for example, IRS notices with deadlines, and forwards them as a priority. You decide whether to respond immediately or schedule a prompt callback.

Doesn't $129/month cost less than the lost work time?

Much less. At an hourly rate of $150 and two fewer hours of phone time per week, you save over $1,200 monthly. The $129 for Vokaro is practically a rounding error.

What do missed calls?

A large share of calls to small businesses go unanswered. Calculate your potential revenue loss based on industry averages. Illustrative example.

Your Situation

Select your industry and missed calls

Industry

Plumbers, electricians, painters, roofers

Missed calls per week12

1 call50 calls

INDUSTRY DATA

Avg. Order Value$450

Close Rate45%

New Customer Rate30%

Only 30% of calls are new customer inquiries – support, follow-ups etc. are already filtered out.

Illustrative example

Your annual revenue loss

—

— per month

—

lost customers/year

624

missed calls/year

With Vokaro

Vokaro/year$1,548

plus $390 one-time setup

Savings, year 1—

ROI (year 1)—

Hear how Vokaro answers your calls in 2 minutes:

Get this calculation as a PDF report

Your numbers, the office-service vs. Vokaro comparison, and a short setup checklist — free, by email.

Illustrative example based on industry averages for Skilled Trades, including the one-time setup fee in the first year. No guarantee, actual results may vary.

How Vokaro Helps

Concrete use cases showing how Vokaro supports Accounting Firms day to day.

Use Cases

Appointment Scheduling

Tax consultations, quarterly reviews, planning meetings – clients book directly into your calendar.

Document Collection

Request missing documents, confirm receipt, and answer questions about what's needed.

Tax Season FAQ

Handle common questions about deadlines, extensions, and document requirements.

Your Benefits

Uninterrupted Focus Time

Do complex tax work without constant phone interruptions.

Survive Tax Season

Handle the call surge without hiring temporary staff or burning out.

Professional Client Service

Clients get immediate helpful responses even during your busiest periods.

Document Requests Automated

Stop chasing documents. Vokaro follows up systematically.

ROI Example

Tax season peace of mind: priceless

20-40 calls/day (higher during tax season)Typical Volume

$2,000+ per lost client relationshipCost per Missed Call

Frequently Asked Questions

The most important questions about Vokaro for Accounting Firms.

Works with Your Software

Vokaro integrates seamlessly with the tools you already use.

Google Calendar

Outlook

QuickBooks

Karbon

Related Resources

Guide

Ready to Never Miss a Call Again?

Get started with your own AI phone assistant for Accounting Firms, typically within a week.

Call now

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