AI for Accounting Practices

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My AI Front Desk

AI receptionist that answers calls, qualifies new clients, books appointments with SMS confirmation and screens calls during tax season.

Visit myaifrontdesk.com

What the AI doesAI phone receptionist with lead qualification, live appointment booking, tax-season call screening and rule-based transfers; AI chatbot, SMS, email drafts and outbound calls in the Business-in-a-Box plan
Who it servesSolo practitioners, Small CPA firms
Starting price$99/mo ($79/mo annual billing)
Pricing modelPer month flat + overage
Free trialYes
Best fitSolo practitioner, Small firm
CategoryClient Communication, Portals & AI Receptionists
Works withZapier, HubSpot, Salesforce, Pipedrive
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

My AI Front Desk is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners and small CPA firms on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place.

What it costs

My AI Front Desk starts at $99/mo ($79/mo annual billing), per month flat + overage. There is a free trial.

Good to know

My AI Front Desk's Business-in-a-Box is $99/mo ($79 on annual billing) and bundles the AI receptionist with 200 voice minutes, a 100-conversation chatbot, 400 texts, 500 email drafts and website-form follow-up, with overages priced in one-cent credits (voice is 25 credits a minute). The accountants page covers lead qualification, live appointment booking with SMS confirmation and tax-season call screening, and it connects to HubSpot, Salesforce, Pipedrive or a custom CRM. 7-day trial with no card, no contracts, cancel anytime.

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