Accounting Reinvented.
During tax season, every missed call is lost revenue. Let AI handle scheduling and FAQs while you focus on clients.
Appointment scheduling
Clients book consultations and tax prep appointments directly. Your AI knows your availability and handles rescheduling.
Client FAQs
Document requirements, deadlines, office hours, pricing, and what to bring. Answered instantly, every time.
New client intake
Capture contact info, service needs, and business type. Route qualified prospects to the right partner or associate.
The industry standard relies on human bottlenecks.
Our Accounting agents operate instantly, flawlessly, unconditionally.
How It Works
Implementation Framework
Tell us about your firm
Services, team, hours, client types, and how you want calls handled.
We build your AI receptionist
Custom greetings, scheduling rules, intake questions, and FAQ answers. You review and approve.
Go live
Every call answered, every appointment booked, full visibility into every client interaction.
Transform your Accounting operations.
Book a demo to see how Telvana fits into your specific workflow.