The AI Answering Service for CPAs
Solo accountants can't answer when meeting with clients or buried in tax returns. Trillet screens every caller for service type and urgency, captures tax situation details, and texts them your calendar link, so you get qualified client consultations, not voicemails.
The Old Way
Voicemail notification: "Missed call from 847-555-0198"
Your next step: Call back, qualify, chase for booking
The Trillet Way
Calendar notification: "New Client Consultation: Sarah M., LLC Tax Filing, Wed 2pm"
Your next step: Show up and close them
Your Client Screening Process,
Executed Perfectly. Every Time.
You don't need an AI to say "we'll call you back." You need one that knows whether a caller needs tax prep, bookkeeping, or consulting, and whether they're a good fit for your practice. Trillet follows your exact screening logic, identifying service needs, asking your qualification questions, and only sending you clients who are ready to book with full context captured.
Identify
Trillet identifies whether this is an existing client or new potential client, takes a message or transfers for existing clients, and continues to screening for new ones
Screen
Trillet screens for service type (tax preparation, business filing, bookkeeping, payroll, tax planning, audit representation), confirms it aligns with your specializations and timeline, and politely declines if there's no fit
Qualify
Trillet asks your custom intake questions - entity type for businesses, revenue level, inquiry prompt, urgent deadlines, and your other practice-specific questions
Book
If they want to move forward, Trillet texts your booking link, you get a complete summary with client details and transcript, and the consultation appears in your calendar with full context
Hear Trillet Handle a New Client Inquiry
What CPAs and Accountants Are Saying
I was in a client meeting when Trillet answered a call from a business owner needing LLC tax filing. By the time I was done, they had already booked a consultation for the next day and I had the full details: S-Corp election, quarterly filings, ready to move forward. That client was worth $5,000 annually, and I never touched my phone.
Michael Chen
CPA, San Francisco
Why "Message Taking" Doesn't Work for Accountants
Voicemail
The Problem:
Potential clients with tax deadlines won't leave voicemails. They need help now and call the next CPA who answers. During tax season, timing is everything.
The Result:
Lost high-value clients before you even know they called.
Generic AI / Answering Services
The Problem:
They take a name and number. You call back 4 hours later, they've already scheduled with another accountant who captured their tax situation immediately.
The Result:
Phone tag with clients who've moved on.
Trillet
The Solution:
We screen for service type and urgency, capture tax situation and business entity details, and send them your booking link. You see the consultation in your calendar with complete context, not a to-do list.
The Result:
Booked consultations with qualified leads while you're in client meetings or focused on tax returns.
Compare Your Options
| Feature | Voicemail | Ruby / AnswerConnect | Generic AI | Trillet |
|---|---|---|---|---|
| 24/7 Availability | ||||
| Screens for Service Type | ||||
| Custom Client Intake Questions | ||||
| Texts Booking Link to Client | ||||
| Call Summary + Transcript | ||||
| Distinguishes New vs Existing Clients | ||||
| Practice Management Integration | Pro | |||
| Cost | Free | $200-400/mo | ~$49-99/mo | From $29/mo |
Sync With Your Practice Management Software
Out of the box, Trillet texts booking links directly to qualified potential clients and sends you call summaries via text and email. You get the details you need without changing how you work.
Need deeper integration with QuickBooks, TaxDome, or your accounting practice management system? Our Pro plan includes custom setup with your existing software.
QuickBooks
Xero
TaxDome
Karbon
Practice Ignition
Google Calendar
Calendly
Live in 5 Minutes. No IT Required.
Step 1
Enter Your Info
Add your website and phone number. Trillet pulls your service offerings, specializations, and hours automatically.
Step 2
Set Your Rules
Which accounting services do you offer? What client qualification questions should we ask? Tax season priority handling? Customise your client intake logic in minutes.
Step 3
Forward Your Calls
Simple carrier instructions appear on screen. Dial a forwarding code or scan the QR, takes 30 seconds.
That's It. You're Live.
Your AI client coordinator will answer calls when you're in meetings, focused on returns, or unavailable. You'll get a summary after each call so you never miss a qualified client.
Common Questions from CPAs and Accountants
Yes. Trillet can be configured to screen callers by service type (tax preparation, bookkeeping, audit, payroll, financial planning) and ask qualifying questions relevant to your CPA practice, including filing status, business entity type, and urgency around tax deadlines.
Trillet acts like a real intake coordinator. It greets the caller, asks if they're a new or existing client, identifies their service needs, and collects relevant details like business entity, tax situation, and urgency (e.g., filing deadlines). Then it texts them your booking link so they can schedule a consultation at their convenience.
Absolutely. After texting the booking link, Trillet can confirm when the client has scheduled. If they don't book right away, you receive a call summary with their contact info, service needs, and context, so you or your team can follow up with full visibility into what was discussed.
Yes. You define which services you accept (e.g., tax prep, bookkeeping, CFO services) and set rules to screen out callers requesting services you don't offer, like estate planning or legal advice. Trillet will politely inform those callers and ensure only relevant inquiries reach you.
Trillet can prioritize urgency-based screening, asking about filing deadlines or time-sensitive needs first, and flag those calls in the summary. You can also configure it to route urgent tax deadline inquiries differently, ensuring high-priority leads get attention even when you're heads-down on client returns.
No. Trillet uses conversational AI that adapts in real time. It doesn't follow rigid phone trees. Callers report that it feels like talking to a real intake coordinator who understands tax and accounting terminology.
That's the point. Trillet answers immediately, completes the intake, captures their tax situation and urgency, and texts them your booking link, all while you stay focused on your current client meeting. You review the call summary afterward and see a qualified lead already scheduled or ready for follow-up.
Trillet integrates with leading practice management platforms like QuickBooks Online and Xero on our Pro plan. Intake data, call summaries, and appointment details sync directly into your CRM, ensuring seamless client onboarding and follow-up workflows.
Traditional answering services for accountants charge $200-$400/month and often lack CPA-specific intake scripting. Trillet starts at $29/month with intelligent service-type screening, automated intake, and booking link delivery included. You pay for results, not just answered calls.
Yes. Trillet is designed with professional services confidentiality in mind. Call data is encrypted, stored securely, and can be configured to comply with your firm's data retention and privacy policies. While Trillet handles intake and scheduling, sensitive financial details are discussed during your actual client consultations.
Book More Consultations.
Miss Fewer High-Value Clients.
Every missed call during tax season is a client with a deadline calling someone else. Start capturing qualified leads 24/7, even when you're in meetings, focused on returns, or unavailable.
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