AccountingReinvented.

During tax season, every missed call is lost revenue. Let AI handle scheduling and FAQs while you focus on clients.

Zero Headcount

Scale instantly

10k+ Dials/Day

Infinite capacity

Instant Analysis

Real-time routing

Appointment scheduling

Clients book consultations and tax prep appointments directly. Your AI knows your availability and handles rescheduling.

Live

Client FAQs

Document requirements, deadlines, office hours, pricing, and what to bring. Answered instantly, every time.

CRM Sync Complete

HubSpot + Google Calendar

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Book Meeting

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

1

Tell us about your firm

Services, team, hours, client types, and how you want calls handled.

2

We build your AI receptionist

Custom greetings, scheduling rules, intake questions, and FAQ answers. You review and approve.

3

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.

Get Started