What to bring and how to send it
New-client paperwork, document drop-off, your portal’s address if you have one: answered from your notes, any hour.
Lina for accountants and tax preparers
AI receptionist for accountants and tax preparers
From January to April the phone does not stop. Eljae, Lina’s AI receptionist, answers questions about your services, hours, what to bring and how to send documents from what you write down, takes the caller’s details for a call-back, and puts callers who ask for a person through.
The busy-season questions, answered
Write down the services you offer, your hours in season and out, what a new client brings to a first meeting, how documents reach you and anything you are happy to quote. Eljae answers from that in a chat button on your website and on your phone line, and takes details for anything else.
Call-backs with the question noted
Name, number and what the caller wanted, in a summary your staff read before ringing back.
A person when one is needed
When a caller asks for a person, Eljae can put the call through to the number you choose, or take the caller’s name and number and tell your team who to ring back.
How the phone agent works · Website chat assistant · How shared knowledge works
What it needs from you
You provide the knowledge (services, hours, what to bring, how to send documents, what you will quote), the number or email that should hear calls that need a person, and the contact for alerts. If you want people to keep dialing the number they know, most carriers can forward its calls to your Lina number. That forwarding is a feature of your phone company’s service, set up with them; Lina doesn’t move your existing line. If you forward it, the number you give Lina for urgent calls must be a mobile or desk phone — never the line you forwarded to Lina.
Eljae answers from the information you give it. It gives no tax advice, and it is not for client records: keep those in your practice software.
Plans that include this tool
- Starter: $49/month · $490/year. Website chat that answers from your knowledge.
- Pro: $99/month · $990/year. Website chat plus your own phone line, answered by the AI.
- Complete: $349/month · $3,490/year. Everything in Pro, plus we load your knowledge and tune your assistants for you, and a standard-priced domain of your own is included.
Compare included usage and features on the pricing page. AI usage is included up to each plan’s allowance.
Get started with your own space
Choose a plan for your practice, or ask us about setup before signing up.