AI for Accounting Practices

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Posh

Live receptionist service with a Posh AI receptionist option that answers, screens and routes calls for financial and tax practices 24/7.

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What the AI doesPosh AI receptionist greets callers, answers FAQs, takes messages, screens and routes by rules, qualifies leads, sends follow-up texts/emails, transcribes calls and transfers to live staff
Who it servesSolo practitioners, Small CPA firms, Tax offices
Starting price$65/mo pay-as-you-go (0 min); plans with minutes from $130/mo (50 min)
Pricing modelPer month flat + overage
Free trialYes
Best fitSolo practitioner, Small firm
CategoryClient Communication, Portals & AI Receptionists
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Posh is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and tax offices 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

Posh starts at $65/mo pay-as-you-go (0 min); plans with minutes from $130/mo (50 min), per month flat + overage. There is a free trial.

Good to know

Posh is a live receptionist service with an AI receptionist option, and its Finance page names accountants and tax preparation among the practices it serves. Human and AI plans share one price list from $130/mo for 50 minutes (Vogue) up to $1,900 for 1,000, with On Demand at $65/mo pay-as-you-go; on the AI plans the two kinds of minutes share one pool, with AI overage at about half the live rate. Bilingual English and Spanish, 24-hour answering, a client portal for minute usage and a 7-day or 250-minute free trial with no card.

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