Professional services · Accounting firms

Tax season rings off the hook.
Nova answers every one.

An AI receptionist for accounting and CPA firms. Nova answers every call during the season you can't pick up the phone, qualifies callers by service — tax prep, bookkeeping, advisory, IRS notice — captures what you need to quote, and books consultations on your calendar. Bilingual, built around how your firm onboards clients.

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Live in 24 hours or your setup is on us. 30-day refund on your first month.

$299/moStarting tier

24hLive answering

EN+ESOther langs available

Glowing blue AI voice waveform in an accounting office — BrandTalk AI answering and capturing calls 24/7

Built for accounting firms

Every new-client call, document question, and deadline — captured while you're heads-down in returns.

New-client qualification

Qualifies callers by service — 1040, business return, bookkeeping, advisory, IRS notice — and routes the ones worth your time.

Scope & document intake

Asks what you need to scope the work and tells the client which documents to bring, so the first meeting is productive.

Deadline & season triage

Flags time-sensitive matters — extension deadlines, IRS notices with response dates — for fast follow-up.

Consultation booking

Books discovery and tax-prep consults straight onto your calendar, including the evenings and weekends of busy season.

Bilingual intake

Full English and Spanish — so you never lose a small-business client over a language gap.

Discreet & scoped

Per-tenant data scoping, encryption in transit and at rest, and AI disclosure on every call.

Anatomy of a call

Here's exactly what your caller hears.

Illustrative — 7:40 PM, mid-March

Hi, I got a letter from the IRS saying I owe for 2023 and I don't understand it. Can someone help?

I can help get you in front of one of our accountants. Is this for a personal return or a business? And does the notice have a response-by date on it?

Personal. It says respond by April 2nd.

Thank you — that's time-sensitive, so I'll flag it. I can book you a consultation tomorrow at 10 AM. Please bring the notice and your 2023 return, and I'll pass your details to the team now.

→ IRS-notice client qualified, deadline flagged, consult booked — after the office closed during peak season.

During tax season the phone doesn't stop, and every missed call is a client who calls the next firm on Google. Nova answers all of them — at 8 PM, on Saturday, in two languages.

— Why accounting firms put Nova on their lineAccounting firms · live in 24 hours

Lead in your hand instantly. Every qualified lead lands in your staff inbox the moment the call ends. Practice-management hookups (Karbon, TaxDome, Canopy, QuickBooks) via a scoped custom integration on Agentic Live and Enterprise.

Live in 24 hours. We train Nova on your services, fee structure, and intake questions, then go live tomorrow.

Built for season volume, not just answering. Service qualification, document intake, and consult booking — see all industry playbooks.

FAQ

Questions accounting firms ask.

Can it qualify callers by the service they need?

Yes. Nova qualifies by service — personal vs. business returns, bookkeeping, advisory, IRS notices — and captures the details you need to scope and quote.

Can it handle the tax-season call volume?

That's the point. Nova answers every call simultaneously, 24/7, so the March and April surge never sends a client to voicemail or a competitor.

Is client information kept confidential?

Yes. Per-tenant data scoping, encryption in transit and at rest, and AI disclosure on every call. A data-protection agreement is available on Enterprise.

How fast can we go live?

24 hours, after we onboard your services, fees, and scheduling rules.

Tax season rings off the hook.Nova answers every one.