Smart Caller answers your firm's calls during the busiest months and beyond—capturing new client inquiries, answering common deadline questions, and capturing new client inquiries so your team can focus on the numbers, not the phone. Serving York Region with a local 905/365 number.
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Sound familiar? Smart Caller solves all of these.
From February to April, your phone rings nonstop. Your staff is heads-down in returns, and every unanswered call is a potential new client—or an existing one getting frustrated.
'When are taxes due?' 'What documents do I need?' 'Can I get an extension?' Your team answers these 20 times a day when they should be preparing returns.
Outside tax season, you're busy with advisory work and can't answer every call. Those inquiries from growing businesses looking for a year-round accountant go elsewhere.
Real scenarios from York Region businesses.
AI collects their filing type (personal, small business, corporate), estimated income range, and prior year filing status, then texts you the lead so the right accountant can follow up.
AI provides your standard document checklist based on their filing type—T4s, T5s, RRSP receipts, business expenses—without pulling anyone from their desk.
AI gathers business type, revenue range, current accounting software, and needs, then flags it as a new business advisory lead.
Built for Professional Services professionals in York Region.
Never miss a call—nights, weekends, holidays.
Local area code. Customers see a local business.
Get caller name, number, and reason instantly.
Urgent calls transfer to you live. You decide what's urgent.
Trained on your services, pricing, and service area.
AI asks the right questions to qualify every lead.
Listen back to any call. Never miss a detail.
Track minutes, calls, and leads in real time.
No contracts. No hidden fees. Cancel anytime.
Never miss a message
150 min/mo included
Your 24/7 assistant
300 min/mo included
Full virtual office
1500 min/mo included
"Last tax season, Smart Caller handled over 400 calls in March alone. Our staff saved roughly 30 hours by not answering 'when are taxes due' repeatedly. We also picked up 18 new clients we would have missed."Patricia G. — Greenfield & Associates CPA, Vaughan
Yes. Smart Caller answers unlimited simultaneous calls, so even during the April rush, every client and prospect gets answered immediately with no hold times.
Absolutely. The AI provides accurate information about filing deadlines, required documents, and your firm's specific processes—reducing repetitive calls to your staff.
Yes. The AI routes existing clients to their assigned accountant and new inquiries to the appropriate team member based on service type—personal, corporate, or advisory.
Yes. Year-round, the AI handles bookkeeping inquiries, financial planning consultations, and corporate advisory leads—keeping your pipeline active in every season.
No—our AI uses natural-sounding voices. Most callers don't realize it's AI. And honestly? They'd rather talk to a helpful AI than hit voicemail and hang up.
You define what's urgent. If someone says "flooding" or "no heat," the AI can transfer them directly to your phone immediately—even at 2am.
See how Smart Caller can help your business grow and scale with AI-powered call answering, lead capture, and emergency forwarding.