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During tax season your phone rings while you’re with a client, at lunch, or at home. Those callers don’t leave voicemails—they call the next result.
of calls to small firms go unanswered—and the share climbs during peak season, exactly when new clients are calling.
of callers who hit voicemail, don’t leave a message. They just dial your competitor.
average first-year value of a new tax client — before returns, bookkeeping, or referrals compound it.
No new software to learn. No change to your phone number. We install it, train it on your firm, and it’s on the line within a week.


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Missed, after-hours, weekend, or overflow — the AI picks up in two rings, greets callers by your firm’s name, and answers real questions about your services, hours, and process.
It asks the questions your front desk would—new or returning, personal or business, deadline pressure—then books qualified callers directly onto your calendar. No phone tag.
The caller and the firm both get an email confirmation instantly. You get a summary of every conversation — who called, what they needed, and what got booked — all in one simple dashboard.
These aren’t features. These are outcomes that compound the longer your system runs.
Answers missed & after-hours calls in your firm’s voice, 24/7
Qualifies callers with your intake questions
Books appointments straight to your calendar
Sends email confirmations to both sides
Logs every call so nothing falls through
Replace your team—it — it catches what they can’t get to
Give tax advice—it — it books the human who does
Send text messages—so — so there’s no carrier paperwork
Lock you in—month — month to month, cancel anytime
Why "no texting" is a feature: SMS from business systems now requires A2P carrier registration — weeks of paperwork before you can send a single message. Front Desk AI runs on voice + email only, so your firm is live in days, not weeks, with zero compliance friction. (Want SMS later? We’ll handle the registration as an upgrade.)
Progeektech runs local SEO and growth systems for accounting and tax firms. The traffic worked — the front desk was the leak. So we built the fix.
phone calls generated for a single tax firm client through Google Business optimization.
calls per month driven to a local professional practice from local search alone.
local business websites and growth systems built since 2016.
If they ask, it tells them honestly and books them anyway. In practice, callers care about one thing: getting an answer and an appointment instead of a voicemail. That’s exactly why we give you a live demo number: call it and judge for yourself before you spend a dollar.
Nothing changes. Your team keeps answering as usual. The AI only picks up what would otherwise ring out—missed calls, after-hours, weekends, and overflow when every line is busy. It’s a safety net, not a replacement.
We train it on your services, pricing approach, hours, document checklist, and intake questions during onboarding. It answers what a good front-desk person would answer — and for anything beyond that, it books the caller with the right human at your firm instead of guessing.
About 45 minutes: a short onboarding call, your calendar access, and call forwarding rules from your phone provider (we walk you through it — usually a 5-minute settings change). Most firms are live within 7 days.
US carriers now require A2P registration before any business system can send SMS—paperwork that takes weeks and stalls most installs. We deliberately built the core offer on voice + email so you’re live in days. When you want SMS reminders later, we handle the registration as an upgrade.
January is exactly when you won’t have time to set anything up. Firms that install in the off-season go into tax season with a trained receptionist and months of call data. The ones that wait spend February losing the calls this was built to catch.
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