Book a Demo AI RECEPTIONIST · TAX & ACCOUNTING
Your AI receptionist for tax and accounting firms handles client intake, appointment booking, and deadline-season overflow. It books, chases documents, and answers return status — inside QuickBooks, Karbon, and Canopy — while every tax question routes to a licensed pro.
One demo line · every tax & accounting workflow
Try: “I have the documents you asked for.”
No signup, no sales rep — just call it.
Identify exactly what is missing, securely collect the correct document, validate that it is usable, update the checklist, and keep the return moving.
Hi, may I speak with Ava? This is Mateo calling from Meridian Tax and Accounting. I’m helping your preparer finish the document review on your return, and there’s just one item left before we can move forward.
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Identify exactly what is missing, securely collect the correct document, validate that it is usable, update the checklist, and keep the return moving.
+270 moreResolution rate
Always available
Languages
Avg. handle time
Platform integrations
Keep your stack. Lumi works on top of it.
No rip-and-replace — Lumi layers onto your practice-management & tax software. 270+ integrations.
QuickBooks Online
XeroSISage IntacctUCUltraTax CSLaLacerteDrDrakeCACCH AxcessTaxDome
Canopy
KarbonSaSafeSendCalendlyThe inbound loop
Resolution, prep, CPA advisory, bookkeeping — one pattern underneath: a status to read, a notice to screen, a document to chase, and a substantive question that has to reach a licensed pro. They arrive at night and on weekends, exactly when your office is dark and your preparers are heads-down.
The status question that interrupts a preparer mid-return for thirty seconds of information already sitting in TaxDome or Canopy. From February on, it repeats a hundred times a week.
A CP2000, LT11, or levy notice landed and the taxpayer is panicking — dialing firms in order. The calm voice that answers first usually signs the $3k–25k resolution case.
The missing-document question — W-2s, 1099s, receipts, year-end statements — that decides whether the file gets completed before the deadline or stalls waiting on the client.
A new-client call that gates the engagement. Answered with your process and consult, it books the meeting; unanswered it sends a busy filer to the next firm on the list.
A substantive tax question the front desk must never answer under Circular 230 — captured verbatim and routed to your licensed EA, CPA, or preparer, not improvised by an intake line.
The caller who can’t get through is dialing firms in order. A system should read the status, screen the notice, and book the consult before yours ever rings out. See missed-call text-back
What is an AI receptionist for accounting firms?
An AI receptionist for accounting firms answers every call, chat, and text the moment it arrives — 24/7, in 70+ languages — reads return status from TaxDome, Canopy, or Karbon, screens new matters and IRS notices, chases the documents still missing, and books consults and prep appointments, writing it all into your practice software. Crucially it is administrative and intake only: consistent with Circular 230 it never gives tax advice, never interprets a notice, and never represents the taxpayer before the IRS — every substantive question routes to your licensed EA, CPA, or preparer, with hard-deadline notices escalated to a human immediately. It verifies identity before disclosing, uses client information only to serve the client (§7216), and operates inside your firm’s WISP. Lumi is the administrative front desk that never sleeps.
The difference a client feels
A voicemail or answering service
Lumi
A name emailed at 9 AM is a client already signed elsewhere and a preparer pulled off a return. A screened matter with the consult booked is the firm you keep — captured while the office was dark, substance routed to a licensed pro.
Answering the call is just the front door
Whatever comes through your phones, Lumi handles the front-desk work — reading status, screening notices, booking, chasing documents — and hands anything substantive to the right preparer.
Voice, SMS, web chat, WhatsApp, email — the client who calls for status and texts the upload link an hour later stays one engagement. Nobody re-explains where their return stands or re-reads their notice.
It verifies the client, reads the engagement stage in your practice software, relays where the return stands, and screens new matters — notice type, tax years, return type, deadline — the same disciplined way every time, written into your system.
Lumi is administrative only. It answers factual questions about your firm and process — never what's deductible, what a notice means, or how to respond. Every substantive question routes to your licensed EA, CPA, or preparer.
It confirms the caller against your records before discussing any return status or case detail, uses client information only to serve that client (§7216), and operates inside your firm's written information security plan.
Missing-document chases (W-2s, 1099s, POA, transcripts), e-sign walk-throughs on the 8879, extension and CDP-deadline reminders, consult confirmations, no-show re-books — the case-keeping a lean firm never has time for.
A 30-day levy response, a caller who needs help before a garnishment hits payroll — escalated to your on-call preparer immediately, with the full screened intake attached.
70+ languages, 24/7 — the Spanish-speaking taxpayer who got a notice they can't read gets the same patient intake, and the matter lands in your system in English for the team.
QuickBooks Online, Xero, Sage Intacct, UltraTax CS, Lacerte, Drake, CCH Axcess, TaxDome, Canopy, Karbon — status, intake, and consults land where your preparers already work. No rip-and-replace. 270+ tools.
Speed-to-answer is everything
Whether it’s a panicked notice call or a filing-season status check, the window to win the engagement closes almost as fast as it opens. Lumi answers inside it, every hour of every day; a next-morning callback races a taxpayer who already signed with someone else.
A notice hit the mailbox or a filer wants their status — often after hours or on a weekend. They're already dialing firms in order.
still winnableAnswered live, screened, consult or appointment booked. Reach the caller this fast and they're on your calendar, not shopping.
still winnableStill recoverable — but they're leaving voicemails at the next two firms while yours rings out, and the deadline clock keeps running.
still winnableA callback now races a taxpayer who already signed with whoever answered first. The missed call became a competitor's engagement.
gone coldNo rip-and-replace
Your practice-management system, your tax software, your calendar — Lumi works inside them, not instead of them. Status lookups, screened intakes, consults, and document chases post straight into the systems your preparers already trust — 270+ tools in all.
QuickBooks OnlineXeroSISage IntacctUCUltraTax CSLaLacerteDrDrakeCACCH AxcessTaxDomeCanopyKarbonSaSafeSendCalendlySwitched on from day one
Every play is wired before your first call — inbound reception around the clock and outbound recovery that keeps deadlines and documents from slipping. Turn any one on or off; add your own.
Run your own season
Three sliders, no email gate. This sizes the status checks, scheduling calls, and document chases your team fields by hand — the interruptions a screened intake line takes off a preparer’s desk.
Routine intake a screened line absorbs
$1,848/month
$22,176 a year of staff time spent relaying statuses and chasing documents — and roughly 31 hours a month handed back to your preparers, at a conservative assumed 70% of routine traffic absorbed.
Arithmetic on your own inputs — not a guarantee. It counts administrative traffic only; every substantive tax question still lands with your licensed EA, CPA, or preparer.
Built for a firm bound by Circular 230
A tax-firm intake line needs walls, not improvisation. These four are wired in before the first call — so the front desk stays administrative and never crosses into practicing before the IRS.
Under Circular 230, Lumi never gives tax advice, never interprets a notice, and never represents the taxpayer before the IRS. It greets, screens, schedules, reads status, and routes. Every substantive question — what's deductible, what a notice means, how to respond — goes to your licensed EA, CPA, or preparer.
Consistent with §7216, information a taxpayer shares is used solely to intake, answer, and route their matter — never sold, never repurposed. It handles the minimum necessary and logs every touch back to the file.
Lumi runs within your written information security plan — identity verified before any return status or case detail is disclosed, access scoped, and every interaction recorded. It's an extension of your front desk, held to your controls.
Lumi reads and writes your existing practice software — TaxDome, Canopy, Karbon, CCH Axcess, QuickBooks Online — so your preparers keep the systems they run. There's no rip-and-replace and nothing to migrate.
Case file · multi-service tax & accounting firm
~800 calls/month · resolution + prep + advisory lines · TaxDome · before: an answering service that emailed a name the next morning and preparers pulled off returns all day
evenings and weekends included — when the notice calls come in
answered from the engagement record, not off a preparer's desk
no more fielding status calls or relaying notice voicemails
notice type, tax years, deadline, documents — captured every time
“Our line used to be a preparer stopping mid-return to say ‘not done yet’ and a voicemail box full of scared people with IRS letters — half of whom had already signed elsewhere by morning. Now every call is answered, the status is read straight from TaxDome, the notice is screened, and anything about the tax itself lands on my desk with the details already captured.”
Illustrative composite from typical first-season results — names and figures are illustrative, not a guarantee of results, until our first public tax-firm case study lands.
Objections, welcome
LumiTalk works inside TaxDome, Canopy, Karbon, CCH Axcess, and QuickBooks Online, among others — reading engagement and document status, creating client records, and logging every touchpoint back to the file. What each integration can do varies by platform, so during the demo we'll map your exact stack and show you which actions Lumi can complete end-to-end versus hand off. No migration is involved at any point.
Lumi watches the outstanding-items list in your practice software. When a client's file is incomplete, it reaches out — email first, then SMS or a call if needed — names the specific documents, answers questions like whether a year-end statement counts, and sends the secure upload link. It keeps a polite cadence until items arrive, then logs completion. Your staff see a shrinking list instead of running one.
Lumi verifies identity before discussing any client matter, shares only the status information you've authorized, and never gives tax advice — questions about deductions, notices, or strategy route to your preparers with a summary attached. Firms have differing confidentiality and regulatory obligations, so bring yours to the conversation; we'll walk through how data flows, what's stored where, and which controls apply, rather than waving a generic assurance at you.
The workload changes shape and Lumi changes with it: quarterly estimate reminders, extension-deadline follow-ups, bookkeeping document collection, monthly-close status calls, advisory-meeting scheduling, and renewal outreach for next season's engagements. Firms typically keep the receptionist and collections workflows running year-round and dial the document-chase machinery back up in January. You configure which workflows are live; nothing forces an all-or-nothing setup.
LumiTalk is priced as a flat monthly rate, so the February call surge doesn't produce an April invoice surprise. Cost scales with the workflows and channels you enable rather than with call counts. The useful next step is a demo scoped to your firm — client count, software stack, seasonal pattern — after which you'll have an exact figure to weigh against seasonal admin hires.
Guides & comparisons
Give her your firm line.
Open the demo and treat it the way your clients do — ask for status, say you got a notice, then ask a deduction question. Watch it read the status, screen the matter, and route the substance to a licensed pro. Then bring your call volume and your practice software to a walkthrough.
(520) 464-4494
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