Tax season no longer overwhelms the accountant’s switchboard.
During tax season, the switchboard rings to the rhythm of looming deadlines. Alyas absorbs this flow of calls, answers practical questions and leaves your staff free to work on client files.
What the agent does for you
Absorb call peaks around tax deadlines without tying up the team
Qualify incoming requests: business set-up, bookkeeping, payroll, tax
Remind callers of opening hours, the address and how to send documents
Schedule a year-end review appointment straight into the firm’s calendar
An example workflow
Illustrative example
A scenario written to show how it works: it is not the recording of a real call.
- The contactA new business owner calls in early May, right in the middle of the corporate tax return season.
- Alyas agentThe agent introduces itself as an AI, states that the call is recorded, then asks about their business and their intended legal structure.
- Alyas agentIt offers a slot with the chartered accountant through the connected calendar.
- The summary and transcript are waiting for the team in the client dashboard, ready for the meeting.
Connected tools
The firm’s calendar connects via Google Calendar or Cal.com. Using accounting production software? We start with a compatibility check.
Further reading
Industries
LawyersIndustries
NotariesSolutions
AI phone systemUse cases
Take calls when the line is already busy.Resources
AI on the phone: what the GDPR and the AI Act sayResources
Outsourcing your phone answering: human call centre or AI?Blog
Accounting firm: keeping the phones covered during tax season
Other industries: Legal & accounting
Frequently asked questions
In the middle of tax season, will a client in a hurry know they don’t have their accountant on the line?
The agent says so before anything else and states that the conversation is recorded. A client who wants to reach their accounting assistant asks: the call is transferred to the number configured by the firm, or the request is noted along with how urgent it is. See also our guide to what the GDPR and the AI Act require.
A client calls in a panic the day before a filing deadline: what does the agent do?
It does not deal with the substance and gives no view on any obligation. It notes the client, the subject and the deadline mentioned, then follows your instruction: transfer to the configured number, or a request flagged as urgent in the summary.
Can we keep the firm’s switchboard and switch to the agent only during tax season?
Yes: you turn forwarding on or off through your operator, and the firm’s number does not change. You can therefore hand the busy months over to the agent and take back control afterwards.
No call or message left unanswered.
Channel, integrations, volume: you get a clear proposal before you commit.