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Accounting Firms/Updated March 1, 2026

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.

3x
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

1

Answer deadline questions instantly

When is the tax return due? What are the extension deadlines? Vokaro knows the answers and provides them immediately.

2

Walk through document checklists

Clients learn on the phone which documents they need to bring for their tax return, organized by income type.

3

Provide filing status

Has the tax return been filed? Vokaro can relay status updates per client that you've entered in the system.

4

Book consultation appointments

Complex matters like tax planning, estate taxes, or business formation are booked as consultation appointments in your firm's calendar.

Calculate your savings for Accounting Firms

More Information

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FAQ

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.

Survive the next tax season stress-free

Vokaro handles routine calls while your team focuses on client work. No additional staff needed.

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