Answering Service for Accountants & CPAs

Let Abby handle your calls so you can do your best work.

Abby Connect provides professional call answering and receptionist services built specifically for accounting and CPA firms. Whether you’re deep in tax prep or managing client portfolios, we’ve got your phones covered. Our receptionists and AI tools screen calls, schedule appointments, and handle client intake—so you can stay focused, reduce interruptions, and grow your practice with confidence.

Never Miss a Call from a Client or Prospect

Because every missed call could mean lost trust—or lost business.

Tax season, audits, client meetings—accountants and CPAs are constantly balancing high-stakes responsibilities. But missed calls from clients or new leads can cost you credibility and revenue.

With Abby, you get a dedicated receptionist team that understands the demands of an accounting practice. Whether it’s answering tax questions, screening prospects, or scheduling consultations, Abby ensures every call is answered quickly and professionally.

Maintain your reputation, grow your client base, and free up time to focus on billable work. Explore our three service options below.

ABBY'S PRODUCTS

Human Receptionist

Live, professional receptionists dedicated to your business, trained to represent your brand.

Dedicated Receptionist Team

Custom Answering Hours Including 24/7 Answering

Caller Insights with Portal & App

AI Receptionist

24/7 AI receptionist trained for your industry, delivering natural, personalized caller experiences.

Natural, human-like conversations

Custom business intake & scheduling

Personalized Caller Interactions

Live Web Chat

Engage website visitors instantly and convert conversations into leads with Abby’s Live Web Chat.

Chat to Call

Pre-Chat Form & Post-Chat Survey

Automated Greetings

Client Success Stories

Saved Time, Gained Focus During Tax Season

“We used to be overwhelmed every tax season. Abby’s team keeps us sane and our clients happy.”

James H runs a boutique CPA firm in California specializing in tax preparation for small businesses and first responders. After partnering with Abby Connect, he experienced fewer interruptions, more client satisfaction, and significantly more time to focus on complex cases.

PRICING

Flexible Pricing Plans That Scale with Your Practice

At Abby, we know that every accounting firm operates differently—whether you’re a solo CPA, a small tax office, or a growing multi-partner practice. That’s why we offer flexible pricing plans and customizable add-ons to fit your unique workflow and call volume.

Explore our service options or call today to build the perfect plan for your firm.

AI Receptionists

Starting at

per month

Up to 20 minutes

24/7 Call Handling

Trained for English & Spanish

Custom Call Flows & Transfers

FAQ Answering Support

Workflow Integrations

Human Receptionists

Starting at

$329

per month

Up to 100 minutes

Spanish Answering Services Available

24/7 Technical Support

Weekend Answering Included

HIPAA Compliance Available

Self-Managed Integrations

5 FAQs

5 Contacts

Live Web Chat

Starting at

$129

per month

10 Engaged Chats

$12.90 per additional chat

Trained for English & Spanish

Custom Call Flows & Transfers

FAQ Answering Support

Workflow Integrations

U.S.-Based Answering Service

for Accountants & CPA Firms

Unlike services that outsource calls overseas, Abby Connect’s receptionists are all based in the U.S.—at our Las Vegas headquarters. That means your clients speak with native English speakers who understand the professional tone and attention to detail that accounting demands.

Our team is familiar with the expectations of financial professionals, and trained to reflect the accuracy, discretion, and trustworthiness your clients rely on. With Abby, every call is an opportunity to build confidence in your brand—and deliver service that keeps clients coming back year after year.

Suite of Customizable Solutions for Accounting Professionals

At Abby, you have choices when it comes to managing client communications effectively.

We offer a comprehensive suite of solutions tailored to the needs of CPAs and accounting firms: Live Human Receptionist service, AI Receptionist, and Live Web Chat—all supported by our AbbyGO App and the my.Abby.com web portal.

Live Human Receptionist

Our U.S.-based Live Human Receptionist service brings professionalism, accuracy, and empathy to every client interaction—ideal for building trust and managing sensitive financial conversations.

AI Receptionist

Abby’s AI Receptionist delivers a smart, efficient call handling experience that minimizes wait times, ensures 24/7 availability, and keeps your phone lines open during busy tax seasons or after hours.

Live Web Chat

Live Web Chat allows you to engage website visitors instantly, answer common questions, and convert new prospects—without interrupting your daily workflow. It’s a simple way to generate leads while staying focused on client work.

Choose one service—or combine all three—for a powerful, streamlined client communication solution across every touchpoint.

ABBY INTEGRATIONS

Abby Integrations for Accountants & CPAs

For over 20 years, Abby has helped accountants and CPA firms simplify communication by consolidating client calls, messages, and scheduling. Our powerful integrations connect Abby’s services to the platforms you already use—streamlining workflows, reducing manual entry, and keeping you focused on client success.

Check out some of our most popular integrations for accounting professionals:

Never Miss a Client Opportunity Again

Missed calls can mean missed revenue—especially during tax season or quarterly deadlines. With Abby’s dedicated receptionist team, every client inquiry is answered promptly, professionally, and with care. Whether it’s a new lead, a returning client, or a last-minute appointment, Abby ensures nothing slips through the cracks.

Maximize your billable hours, improve client satisfaction, and grow your accounting practice—get started with Abby today!

Abby has served over 2,000 clients in the accounting industry with a 95%+ client satisfaction rating.

Did you know…?

90%

of consumers consider an immediate response as essential for customer service.

78%

of professionals report frequent interruptions from clients, impacting their productivity.

86%

of consumers are willing to pay more for a great customer experience, emphasizing the importance of prompt and professional communication.

Due to interruptions, professionals lose up to

hour daily

TESTIMONIALS

“The professionalism and courtesy they extend is well reported by my clients. Abby Connect has been the best asset I’ve added to my business in years. I get more work done without being constantly interrupted by calls.”

James H

Owner, CPA Firm

Give Your Business an Edge with Abby Call Data

Streamline communications and grow your business with ease.

Abby’s powerful caller intelligence tools provide CPAs and accounting professionals with the insights they need to make strategic decisions. Through our intuitive portal and mobile app, you gain immediate access to real-time call data and client communications:

Caller activity logs

Call recordings and transcripts

AI-generated call summaries

Call tags to organize client types and priorities

Customer sentiment scores to assess service quality

Activities chart visualizes caller trends over time

Usage stats to help forecast seasonal spikes (like tax season)

With Abby, you’ll uncover opportunities to improve workflow, enhance client service, and grow your accounting practice—confidently and efficiently.

Dedicated Call Handling Experts

for Accountants & CPA Firms

Tax season doesn’t keep business hours—and neither should your answering service. Abby’s professional receptionists provide reliable call handling support after hours, on weekends, and even holidays—ensuring that your firm is always available when clients need you most.

Our receptionists aren’t just message takers—they’re trained experts who understand the demands of accounting practices. They screen potential clients, handle scheduling, gather intake information, and provide answers to frequently asked questions, all while maintaining the professionalism and confidentiality your industry requires.

By reducing interruptions and helping manage call flow, Abby empowers you and your team to stay focused, productive, and stress-free during even the busiest times of the year.

FAQS

Does Abby provide answering services for accountants and CPAs?

Yes! Abby has extensive experience serving accounting professionals, from solo CPAs to multi-partner firms. Our receptionists are trained to understand accounting terminology and client expectations—ensuring every call is handled with professionalism, accuracy, and confidentiality.

Can Abby handle calls during tax season or outside regular business hours?

Absolutely. We offer after-hours and weekend coverage—perfect for handling the extended hours and higher call volumes that come with tax season. You’ll never miss a critical client call, even when you’re heads-down in filings.

Does Abby offer integrations with accounting software?

Yes. Abby integrates with popular platforms through Zapier and can connect to your CRM, scheduling tools, or lead intake systems. This makes it easy to keep client data organized, automate workflows, and stay efficient year-round.

Can Abby help with client intake and appointment scheduling?

Definitely. Our receptionists can complete client intake forms, schedule appointments via tools like Calendly, and route important inquiries to the right person—so you stay focused on billable work instead of phone interruptions.

What are your pricing options for accounting practices?

We offer flexible pricing plans that scale to your needs—whether you’re a solo CPA or part of a growing firm. With customizable add-ons and no long-term contracts, Abby is a cost-effective solution for improving client communication and minimizing disruptions.

Never Miss a Client Opportunity Again

Don’t let missed calls cost you billable hours or valued clients. For accountants and CPAs, every call can mean a new client, a time-sensitive question, or an opportunity to build trust. With Abby’s dedicated receptionist team—powered by both live professionals and AI—every inquiry is handled with professionalism, accuracy, and care.

We screen leads, manage appointments, and ensure your client communications stay seamless and stress-free. Focus on the financials—let Abby take care of the calls. Get started today!