Trillet AI receptionist for accountants
Turn missed calls into booked clients
When you are buried in returns or in a client meeting, your AI receptionist answers the call, screens for service fit, captures the tax and entity details, and books the consultation. You capture the high-value clients, not voicemails.
From $49/mo. Keep your number. 28-day money-back guarantee.
The real cost of a missed call
Accounting is not a high-volume phone business. You might get a handful of leads a week. But a business owner looking to switch accountants will not leave a voicemail and wait for a callback. They dial the next firm in the search results. By the time you finish the return in front of you and check your messages, the engagement is already booked with whoever answered live.
You do not need fifty calls a day. You need to capture the ones that count.
What you get from day one
24/7
calls answered, even when you are buried in returns
1.4M+
calls handled across real businesses
< 5 min
to set up, keeping your existing number
Every kind of call, handled
01
Capture the high-value new client
When a business owner calls looking for a new accountant, that is the lead you cannot afford to miss. Trillet answers live, identifies a new prospect from an existing client, and starts screening the moment they ring, so the engagement never slips to the next firm on the search results.
Transcript
Voice · New clientCaller
I run an S-Corp and I am looking to switch accountants before this year is out.
AI agent
Happy to help with that. Roughly what is your annual revenue, and what is prompting the switch?
New business lead flaggedS-Corp · switching accountants
02
Tax-season and after-hours cover
The busiest weeks are when the phone rings most and when you can least afford to answer it. Trillet takes every call while you are heads-down on filings or in back-to-back meetings, and flags urgent matters like an IRS notice or a filing deadline as priority.
Transcript
Voice · Tax seasonCaller
I just got an IRS notice about my business return and I do not know what to do.
AI agent
Let me take the details now and flag this as urgent so it reaches your accountant quickly. Which tax year does the notice reference?
Priority matter flaggedIRS notice · sent to owner
03
Service-fit and entity screening
Trillet asks your intake questions on every call: the service they need, their entity type, approximate revenue and what is prompting the enquiry. You know whether it is a $300 individual return or a complex S-Corp engagement before you ever pick up.
Transcript
VoiceAI agent
Are you looking for tax preparation, bookkeeping, or business advisory? And what type of entity is it?
Caller
Bookkeeping and quarterly taxes for my LLC. Revenue is around eight hundred thousand.
Service fit confirmedLLC · bookkeeping · ~$800K rev
04
Booking consultations 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 client needs attached. No phone tag, no double entry, and a full brief before the meeting even starts.
Transcript
Voice · SMSCaller
Can I set up a consultation to go over my business taxes this week?
AI agent
I have texted you a link to book. Thursday at 2 is open. Grab it and you are set.
Consultation bookedThu 2:00 PM · calendar synced
05
Filtering the calls that are not a fit
Not every caller is a client you want. Trillet politely declines work outside your services or specialisations, then emails you the summary so you still know who called and why, without spending a minute of your day on it.
Transcript
VoiceCaller
Do you handle full-service payroll for a company with a couple hundred employees?
AI agent
We focus on tax and bookkeeping for small businesses, so that 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, through tax season and after hours
Every call
screened for service fit and client value
End-to-end
from the first ring to a booked consultation in your calendar
Zero
high-value 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, and keeps your existing practice number.
Client information is handled with enterprise-grade encryption, and you control what is asked and captured.
Every call recorded, transcribed and summarised for your client 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, screens each caller for service fit, captures the tax situation and business entity details, and books the consultation or texts your booking link. Instead of sending a prospective client to voicemail while you are buried in returns, every high-value lead is captured with full context.
Yes. Screening is the first thing it does on every call. It asks the qualifying questions you define, including service type (tax prep, bookkeeping, business advisory), entity type and approximate revenue, so a new S-Corp engagement is flagged and prioritised while an out-of-scope enquiry is handled politely. You stop missing the clients who matter while you are heads-down on the work.
Yes. Your receptionist answers 24/7, including nights, weekends and the busiest weeks of the season. When you are in back-to-back client meetings or heads-down on filings, it keeps screening callers, capturing their details and booking consultations, and urgent matters like an IRS notice or a filing deadline can be flagged as priority.
When a caller is ready to move forward, Trillet texts your booking link during the call and drops the consultation into the calendar you already run, with the service needed, entity details and reason for calling attached. You get a full summary the moment they hang up, so there is no phone tag.
Trillet starts at $49 a month with a 28-day money-back guarantee. That is less than a single "CPA near me" search-ad click, and one captured business client can be worth thousands a year for years, so a single recovered lead pays for it many times over.
Ready to stop losing high-value clients to missed calls?
Set up in under 5 minutes. Keep your number. Cancel anytime.
28-day money-back guarantee, no questions asked.