AI Answering Service for CPAs
You're not getting 50 calls a day, but when a business owner calls looking for a new accountant, that's a $50,000+ lifetime client. Trillet screens every caller, captures tax situation details, and books consultations, so you never miss the whale because you were buried in returns.
The Old Way
Missed call from 847-555-0198
Called competitor instead - $50K lifetime client lost
The Trillet Way
New Business Client: Marcus T. - S-Corp, $800K Revenue
Switching Accountants - Thu 2pm consultation booked
Your Client Screening Process, Executed Perfectly. Every Time.
You don't need an AI to say 'we'll call you back.' You need one that knows whether a caller needs tax prep, bookkeeping, or business advisory, and whether they're a $300 individual return or a $10,000 S-Corp engagement. Trillet follows your exact screening logic and captures everything you need to close.
Identify
Is this an existing client or a new potential client? If existing client, take a message or transfer to your line. If new potential client, continue to screening.
Screen
What type of accounting services do they need? Individual tax preparation, business tax filing, bookkeeping, payroll, tax planning, or audit representation? Does this align with your services and specializations? Is there a time-sensitive deadline (filing date, audit notice, IRS letter)? If no fit, politely decline and end the call professionally.
Qualify
Ask your custom client intake questions: Individual or business? If business, what entity type (LLC, S-Corp, C-Corp, sole proprietor, partnership)? Approximate annual revenue or income level? What's prompting this inquiry? (Annual filing, IRS notice, switching accountants, starting a business) Any urgent deadlines or compliance issues? Do they currently have an accountant or is this their first time working with a CPA?
Book
If the potential client wants to move forward: Trillet texts them your calendar booking link. You receive a full call summary with client details, entity type, and transcript. The consultation appears in your calendar with full context, ready to close.
Hear Trillet Handle an Emergency Call
What CPAs and Tax Professionals Are Saying
During tax season, I was in back-to-back client meetings when a business owner called asking about S-Corp election and tax planning. Trillet qualified them,$2.5M in revenue, complex entity structure, exactly my ideal client. By the time I finished my meeting, they had a consultation booked. That client is now worth $15,000 a year. I would have missed that call entirely.
Jennifer Park
CPA, Seattle, WA
Why Missing One Call Can Cost You More Than You Think
Voicemail
A business owner looking to switch accountants won't leave a voicemail. They call the next CPA on Google, and by the time you call back, they've already scheduled a consultation with your competitor.
Result: A $50,000+ lifetime client gone before you knew they existed.
Generic AI
They take a name and number. No entity type. No revenue range. No reason for switching. You call back blind, and the prospect has already talked to a CPA who asked the right questions.
Result: You're playing catch-up with incomplete information.
Trillet
We screen for service fit, capture entity type and revenue level, understand why they're calling, and book them directly into your calendar. You get a complete brief before the consultation even starts.
Result: High-value clients captured and qualified while you focus on the work that requires your expertise.
Compare Your Options
| Feature | Voicemail | Traditional | Generic AI | Trillet |
|---|---|---|---|---|
| 24/7 Availability | limited | |||
| Screens for Service Type | basic | |||
| Captures Entity Type & Revenue | ||||
| Custom Client Intake Questions | extra-cost | |||
| Texts Booking Link to Client | some | |||
| Call Summary + Transcript | ||||
| Distinguishes New vs Existing | limited | |||
| Practice Management Integration | limited | pro | ||
| Cost | Free | $200-400/mo | ~$49-99/mo | From $29/mo |
Sync With Your Job Management Software
Out of the box, Trillet texts booking links directly to qualified customers and sends you call summaries via text and email. You get the details you need without changing how you work.
Need deeper integration with ServiceTitan, Jobber, or your field service management system? Our Pro plan includes custom setup with your existing software.
ServiceTitan
Jobber
Housecall Pro
FieldEdge
ServiceM8
Google Calendar
Calendly
Live in 5 Minutes. No IT Required.
Step 1
Enter your website and phone number
Add your website and phone number. Trillet pulls your service offerings, specializations, and hours automatically.
Step 2
We configure intake based on your practice type
Which services do you offer? Tax prep, bookkeeping, business advisory? What questions should we ask to qualify high-value clients? Set your screening criteria in minutes.
Step 3
Forward your calls
Dial a code or scan QR, 30 seconds.
Step 4
That's It. You're Live.
That's It. You're Protected. Your AI intake coordinator will answer calls when you're buried in returns, meeting with clients, or unavailable. You'll never miss another high-value lead.
Common Questions from CPAs and Tax Professionals
An AI answering service answers your phone 24/7, screens potential clients for service fit, captures tax situation and business entity details, and helps them book consultations, without a human receptionist. Unlike voicemail or basic answering services that just take messages, Trillet runs your full client qualification process so you only spend time on clients who are ready to engage.
Accounting isn't a high-volume phone business, and that's exactly the point. You might only get 5-15 leads per week during tax season. But each of those calls could be a $2,000-10,000/year business client who stays for a decade. At $29/month, Trillet costs less than a single Google Ads click. One captured lead pays for years of service.
Trillet follows a four-step screening process: First, it identifies whether the caller is a new prospect or existing client. Second, it screens for service type (tax prep, bookkeeping, business advisory). Third, it asks your custom intake questions (entity type, revenue range, reason for calling). Finally, if qualified, Trillet texts them your calendar booking link. You receive a full summary before the consultation.
Yes. Trillet asks qualifying questions you define, including entity type (LLC, S-Corp, C-Corp, sole proprietor), approximate revenue, and what's prompting the inquiry. This helps you prioritize high-value leads and prepare for consultations.
Trillet will politely explain that your practice doesn't offer that specific service and end the call professionally. You'll still receive a summary so you know who called.
Tax season is when Trillet is most valuable. When you're buried in returns and can't answer, Trillet screens callers, captures their tax situation, and books them into your calendar. Urgent matters (IRS notices, audit letters, filing deadlines) can be flagged as priority.
Listen for yourself, we have a demo above. Trillet is designed for natural, professional conversation that matches the tone of your accounting practice. Many callers don't realise they're speaking with AI.
Yes. Our Pro plan includes integration with tools like TaxDome, Karbon, Canopy, and others. Contact our team to set this up for your practice.
Trillet starts at $29/month with a 30-day money-back guarantee. That's less than a single 'CPA near me' Google Ads click. Compare that to the lifetime value of one business client ($25,000-100,000 over 5-10 years) and the math is simple: one captured lead pays for a decade of Trillet.
Yes. Trillet uses bank-level encryption for all calls and data. You control what questions are asked and what information is collected. We take client confidentiality as seriously as you do.
Stop Losing the Clients Who Matter Most.
You don't need 50 calls a day to justify Trillet. You need insurance against missing the one call that could be worth $50,000 over the next decade. Set it up before tax season, and never wonder 'what if' again.
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