Perfecto AI receptionist for accountants
Help turn missed calls into booked consultations
When you are meeting a client or buried in tax returns, your AI receptionist answers the call, screens for service type and urgency, captures the tax situation, and texts your booking link. Help your team receive qualified consultations, not voicemails.
Keep your number · Answer on your terms
What an unanswered call can cost
A business owner facing a filing deadline may not leave a voicemail and wait for a callback. They may dial the next CPA in the search results. By the time you finish the return in front of you and check your messages, that client has already booked with whoever answered live and captured their tax situation on the spot. Every missed call is a client who goes somewhere else.
When you cannot answer
Call forwarding follows the rules you choose.
The right details, captured
Your intake questions shape the conversation.
A clear next step
Booking, a callback or an approved escalation.
Built around your calls
Every kind of call, handled thoughtfully.
Perfecto finds out first whether the caller is an existing client or a new one. Existing clients get a message taken or a transfer, while new callers move straight into screening, so nothing about the call is generic. Screening follows your approved questions; professional assessment and advice stay with your qualified team.
Perfecto screens every new caller for service type, whether it is tax preparation, business filing, bookkeeping, payroll, tax planning or audit representation, and confirms it fits what you take on before it books any of your time. Screening follows your approved questions; professional assessment and advice stay with your qualified team.
Build the intake around the information your team needs: entity type, revenue level, what prompted the enquiry, and any deadline pressure. You arrive at the consultation already knowing the situation instead of starting cold. Screening follows your approved questions; professional assessment and advice stay with your qualified team.
When a caller is ready to move forward, Perfecto texts your scheduling link and drops the consultation into your calendar with the full summary attached. No phone tag, no chasing, no double entry. Screening follows your approved questions; professional assessment and advice stay with your qualified team.
Not every caller is a client you want. Perfecto politely declines requests outside your services, such as estate planning or legal advice, then emails you the summary so you still know who called and why. Screening follows your approved questions; professional assessment and advice stay with your qualified team.
Caller
First time. I just started an LLC and I need help with the tax side.
AI agent · Perfecto
Thanks for calling. Are you an existing client of the firm, or is this your first time reaching out?
Intake details captured · Ready for team review
A better outcome for every enquiry.
Screen
Find out what the caller needs before the handoff.
Capture
Keep contact information and intake details together.
Connect
Route the enquiry to the next step you approve.
Source platform case study
Trillet’s published Google Cloud customer story
Deployment results in this story belong to Trillet, not Perfecto.
Read the published case studyIntegrations
Your calendar.
Your way of working.
Discuss a calendar connection or send callers your booking link. Prefer a callback? Collect the enquiry and let your team arrange the appointment.
Explore integrationsConnection availability and live booking require configuration with our team.
- Keep your existing business number and choose the forwarding rules.
- Use your approved services, service area and intake questions.
- Set clear escalation rules for urgent or sensitive matters.
- Review recording, transcript and retention settings before going live.
- Confirm pricing, availability and terms with our team.