AI Voice Agents for Accountants & Tax Agents
Transform your client communication with intelligent AI voice agents that handle inquiries 24/7, book appointments automatically, and deliver real-time tax season support — reducing operational costs while keeping your practice connected and efficient.
24/7 Client Support
Always available
The Pain
EOFY rolls around and your phone melts down. Clients call non-stop asking to book tax return appointments, check what documents they need, and find out your pricing. Your team ends up repeating the same answers over and over — or worse, missing calls entirely. Some clients leave voicemails (which rarely get listened to). Others just move on to the next accountant. It's stressful, chaotic, and leads to lost income during your busiest time of year.
How InStack Solves It
With InStack, you get an AI-powered phone and chat agent that works 24/7 — even after hours, weekends, and public holidays.
Answers every call instantly with a natural Aussie accent
Understands caller needs — booking, pricing, or document requirements
Books appointments into your integrated calendar (Google or Microsoft)
Collects important details: name, mobile, email, and return type
Sends SMS or email confirmation with appointment details
Automatically emails a checklist of documents needed
Transfers urgent calls (like business clients) to your mobile
Keeps full call logs and transcripts so you never miss a beat
It's like having a super receptionist that never sleeps, never complains, and always follows your instructions.
Live Call Flow
Caller
Hi, I'd like to book a tax return appointment.
AI Agent
Absolutely, I can help with that. Can I grab your name to get started?
Caller
Sure, it's Sarah Collins.
AI Agent
Thanks Sarah. What kind of return do you need — individual, business, or both?
Caller
Just individual.
AI Agent
Great. I have time available this Thursday at 10:30 AM or Friday at 2 PM. Which works better?
Caller
Friday sounds good.
AI Agent
Locked in for Friday at 2 PM. I've sent a confirmation to your mobile. You'll also get a checklist of documents to bring.
Caller
Perfect, thank you!
AI Agent
You're welcome! Looking forward to seeing you then.
Caller dials your business number
InStack AI answers with a warm, professional greeting
Determines the purpose of the call using natural conversation
Collects the caller's name, contact info, and return type
Offers live appointment slots from your connected calendar
Confirms the appointment and sends details via SMS/email
Automatically sends a PDF checklist of required documents
If caller is high-value (e.g. business client), call is transferred to you
Ready to see how InStack can help your accounting firm?
Talk to our AI voice agent for inquiries or start your trial today.