NEW

Front Desk AI — built for tax & accounting firms

Every call your firm misses is a client calling the next firm on Google.

Front Desk AI answers your missed and after-hours calls, qualifies the caller, and books them straight onto your calendar — so tax season stops costing you the clients it’s supposed to bring in.

• No SMS carrier registration required • Live in 7 days • Cancel anytime

Incoming Call · Office Closed — SAT · APR 11 · 6.42 PM

Black smartphone handset icon with a call symbol and a numeric keypad below on white background.

(747)-201-4422

A receptionist named Riley will answer. She isn’t human. Your AI receptionist answered in 2 rings, even while your team was off the clock.

Caller qualified: new 1040 + small biz

Booked: Tue 10:30 AM with Maria

Email confirmation sent to both sides

You already do the math for a living. Run it on your own phone line.

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.

37%

of calls to small firms go unanswered—and the share climbs during peak season, exactly when new clients are calling.

80%

of callers who hit voicemail, don’t leave a message. They just dial your competitor.

$1500+

average first-year value of a new tax client — before returns, bookkeeping, or referrals compound it.

Miss just 2 new-client calls a week

for the 12 weeks of tax season, and you’ve quietly written off $36,000+ in first-year revenue. Front Desk AI costs $297/mo. That’s the whole pitch.

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It answers. It books. It confirms. You keep working.

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.

Man with glasses video conferencing on laptop at desk with notebook, pen, lamp, and coffee mug.

Man wearing glasses and dark shirt reviewing and writing on architectural plans at a white desk.

Man wearing glasses working on laptop with calendar on screen and notes on desk in bright room.

Step 01

It answers every call you can’t

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.

Step 02

It qualifies & books the appointment

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.

Step 03

It confirms by email & briefs you

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.

What it does. And, just as important, what it doesn't do.

These aren’t features. These are outcomes that compound the longer your system runs.

🔵 What it does

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

🔴 What it doesn’t

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.)

We’ve spent 10 years making tax firms’ phones ring. Then we watched the calls go unanswered.

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.

1,080+

phone calls generated

phone calls generated for a single tax firm client through Google Business optimization.

● RUNS 24/7

155/mo

30 days. Set it and forget it.

calls per month driven to a local professional practice from local search alone.

● PUBLISHES ON AUTOPILOT

500+

Research, write, rank, repeat.

local business websites and growth systems built since 2016.

● BUILDS SEARCH TRAFFIC

One flat number. You can do this math in your head.

Front Desk AI · Founding Rate

Full install & AI training on your firm — done for you

$329 value

Live within 7 days of onboarding (Wave setup fees)

$500+ value

Calendar integration + email confirmations

$90 value

Call summaries & CRM dashboard access

$297 value

Month-to-month. No contract. Cancel anytime.

$250 value

Total real-world value

$1400 value

Your price: $297/month

one-time setup — waived for the first 10 tax firms (we’re collecting case studies)

Book your install call →

Get My Growth Plan →

30-day guarantee: if it doesn’t book a single appointment in your first 30 days, you don’t pay for month one.

What every partner asks before saying yes.

Here are some of the most commonly asked questions we hear. If your questions aren’t answered please contact us.

Will callers know it’s an AI?

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.

What happens to the calls we already answer?

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.

Can it actually handle tax-firm questions?

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.

What do you need from us to go live?

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.

Why is there no texting?

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.

We’re slow right now — should we wait until January?

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.