For accountants
Tax-season inquiries at 8am, year-end planning calls during your billable hours, IRS notice questions during dinner — every call answered in 0.4 seconds, qualified by client type, booked into the right consultation slot.
What your callers hear
“Thanks for calling Sterling CPA — were you calling about tax preparation, bookkeeping, an IRS notice, or something else?”
From January to April you can't pick up the phone — every minute is billable client work. RingDispatch handles the call surge: new prospects book consultations, existing clients get answers to common questions, IRS-letter panickers get scheduled for triage.
Half of your inbound is software vendors, recruiters, marketing agencies. The AI identifies these (no client name in your CRM, sales-pitch script) and politely declines without burning your time or your assistant's.
Not every caller is a fit for your firm. The AI asks the qualifying questions (business or personal? annual revenue range? complexity?) and books a discovery call only for prospects who match your ideal-client criteria.
Clients call in October about Q4 planning, in June about quarterly estimates, in March about prior-year amendments. The AI is the constant — knows your services, books per your availability, doesn't burn out.
List your service lines with the partner who handles each (tax prep → Sarah, bookkeeping → Marcus, advisory → David). The AI routes each prospect to the right partner's discovery-call calendar.
Existing clients get prioritized — their question gets routed or scheduled with your firm's normal turnaround. Prospects go through your standard qualifying flow. No more 'wait, are you a client?' guesswork.
Train the AI on the questions you answer 10x/week (deadline reminders, document-checklist references, fee structure overview). The AI answers without bouncing to you.
Client gets an IRS letter at 6pm Friday and panics. The AI calmly explains 'we'll review this Monday morning, send a photo of the letter, here's your portal link' — and books the Monday review. Crisis defused without your phone ringing.
Three plans (Starter / Professional / Enterprise), HIPAA add-on available, voice cloning available, BYO phone number. Most accountants start on Professional for multi-staff routing.
See pricing →Yes. The AI recognizes sales scripts (no client name, vendor-pitch language, software-evaluation requests) and politely declines without scheduling. Existing-client calls get prioritized to actual scheduling. Saves you the 20% of inbound that's pure solicitation.
Yes — list your partners with their specialties (Sarah: tax, Marcus: bookkeeping, David: advisory). The AI asks the qualifying intake and books on the right partner's discovery calendar. No more cross-partner reassignments mid-call.
Yes — set your qualifying criteria (business vs. personal, annual revenue range, complexity tier). The AI asks the right intake and only books discovery calls for prospects matching your ideal-client criteria. Partner time stays high-value.
Yes. The AI calmly walks the client through the next step (photo the letter, upload to portal, schedule Monday review) and books the review slot. The panic gets contained, the work gets queued for Monday, you don't get the 6pm Friday phone call.
Pick your accounting services, hours, and voice. Your AI is answering test calls inside 10 minutes.
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