Trillet AI receptionist for accountants
Turn missed calls into booked consultations
When you are meeting a client or buried in tax returns, your AI receptionist answers the call, screens for service type and urgency, captures the tax situation, and texts your booking link. You get qualified consultations, not voicemails.
From $49/mo. Keep your number. 28-day money-back guarantee.
The real cost of a missed call
A business owner facing a filing deadline will not leave a voicemail and wait for a callback. They dial the next CPA in the search results. By the time you finish the return in front of you and check your messages, that client has already booked with whoever answered live and captured their tax situation on the spot.
Every missed call is a client who goes somewhere else.
What you get from day one
24/7
calls answered, even when you are mid-return
1.4M+
calls handled across real businesses
< 5 min
to set up, keeping your existing number
Every kind of call, handled
01
New clients and existing clients, sorted
Trillet finds out first whether the caller is an existing client or a new one. Existing clients get a message taken or a transfer, while new callers move straight into screening, so nothing about the call is generic.
Transcript
VoiceAI agent
Thanks for calling. Are you an existing client of the firm, or is this your first time reaching out?
Caller
First time. I just started an LLC and I need help with the tax side.
New client identifiedRouted to intake screening
02
Screens for the right service
Trillet screens every new caller for service type, whether it is tax preparation, business filing, bookkeeping, payroll, tax planning or audit representation, and confirms it fits what you take on before it books any of your time.
Transcript
VoiceCaller
I need someone to file my S-Corp return and take over the quarterly filings.
AI agent
That is squarely what the firm handles. Let me grab a few details so your accountant is ready before the call.
Service matchedS-Corp return + quarterlies
03
Captures the tax situation
Trillet asks your intake questions on every call: entity type, revenue level, what prompted the enquiry, and any deadline pressure. You arrive at the consultation already knowing the situation instead of starting cold.
Transcript
Voice · Tax seasonAI agent
Is the business a single-member LLC or has it elected S-Corp status, and when does the next filing fall due?
Caller
S-Corp election went through this year, and the quarterly is due in three weeks.
Situation capturedS-Corp · deadline in 3 weeks
04
Books the consultation into your calendar
When a caller is ready to move forward, Trillet texts your scheduling link and drops the consultation into your calendar with the full summary attached. No phone tag, no chasing, no double entry.
Transcript
Voice · SMSCaller
Can I get some time this week to go through all of this properly?
AI agent
I have texted you a link to book. Wednesday at 2 is open. Grab it and your accountant will have your details ready.
Consultation bookedWed 2:00 PM · calendar synced
05
Filters the work that is not a fit
Not every caller is a client you want. Trillet politely declines requests outside your services, such as estate planning or legal advice, then emails you the summary so you still know who called and why.
Transcript
VoiceCaller
Do you handle estate planning and drawing up the actual wills?
AI agent
The firm focuses on tax and accounting, so estate law is outside what we take on. I will pass your details along so nothing is lost.
Out-of-scope call loggedSummary emailed to owner
Results accountants can count on
24/7
every call answered, even through tax season
Every call
screened for service type and urgency
End-to-end
from the first ring to a booked consultation in your calendar
Zero
callers sent to voicemail
- Error rate
- <1%
- Call escalations reduced to
- <15%
Integrations
Books straight into your calendar
Trillet books into the calendar you already run, texts the caller a confirmation, and sends every call summary to your inbox. No new systems to learn. No double entry.
During the call
Appointment booked into your calendar
Confirmation texted to the caller
Job details and urgency captured on the call
Call summary emailed the moment they hang up
Connects to your calendar
Outlook works through Cal.com.
Answers every call, day or night, with no downtime.
Keep your existing business number. Callers never know the difference.
Every call recorded, transcribed and summarised, stored securely for your records.
Australian data residency, with call recordings, transcripts and backups stored in Australia and in-country LLM hosting available.
No lock-in. Cancel anytime, backed by a 28-day money-back guarantee.
Frequently asked questions
It is a voice AI that answers your phone 24/7, works out whether the caller is a new or existing client, screens new callers for service type and urgency, captures the tax situation, and texts your booking link. Instead of sending callers to voicemail, every enquiry is captured with full context while you stay focused on client work.
Yes. Screening is the first thing it does with a new caller. It identifies whether they need tax preparation, business filing, bookkeeping, payroll, tax planning or audit representation, confirms it fits what you take on, and politely declines work that is outside your services so only relevant enquiries reach you.
Your receptionist answers 24/7, including nights and weekends, and asks about filing deadlines and time pressure up front so urgent enquiries are flagged in the summary. The deadline-driven calls your competitors send to voicemail are often the highest-value clients of the season.
When a caller is ready to move forward, Trillet texts your booking link during the call and drops the consultation into your calendar with the entity type, tax situation and urgency attached. You get a full summary the moment they hang up, so there is no phone tag and you arrive at the consultation already knowing the situation.
Trillet starts at $49 a month with a 28-day money-back guarantee, well below the $200 to $400 a month a traditional live answering service charges. A single recovered client consultation can cover it for the year.
Ready to stop losing clients to missed calls?
Set up in under 5 minutes. Keep your number. Cancel anytime.
28-day money-back guarantee, no questions asked.