For accounting & tax firms

The AI receptionist built for
accountants

Answer every call, book consultations, and screen new clients — 24/7, through the tax-season crunch.

During tax season your phone never stops, and every missed call is a client who may go elsewhere. Dialeva answers instantly, screens new clients against the services you offer, books consultations, and captures the details, so your team can focus on the work while no lead slips away.

The problems we solve

Tax-season call volume overwhelms the office
New-client leads lost to voicemail
Staff interrupted during focused, deadline work
After-hours inquiries go unanswered

How Dialeva helps

Everything your front desk needs, tailored to accountants.

Client screening

Qualifies callers against the services and client types you take on.

Consultation booking

Books discovery calls and consultations against your live calendar.

Overflow coverage

Handles tax-season overflow so no caller waits on hold.

Intake capture

Collects the service needed and contact details, then notifies your team.

24/7 coverage

Answers evenings and weekends during busy filing periods.

Instant notifications

Get a text and email summary of every call and booking.

Frequently asked questions

Can Dialeva screen out services we do not offer?

Yes. You define the services and client types you take, and Dialeva politely screens out non-matching callers while capturing qualified ones.

Will it book consultations?

Yes — Dialeva books discovery calls and consultations into your calendar via Google Calendar, Zapier, and our API.

Can it handle tax-season overflow?

Yes. Dialeva answers unlimited simultaneous calls, so no client gets a busy signal during your busiest weeks.

Get Started Today · Zero commitment

Stop losing calls.
Start growing today.

Let Dialeva answer every call, book appointments, and follow up — 24/7. Your AI receptionist is live in under 5 minutes.

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