4.7/5Top rated on G2

Capture every new client, even in tax season

Allo answers, captures the intake and books the consultation when your team is heads-down on returns. Every missed call becomes a new client, not a prospect who called the next firm.

On the line0:14
PRPaul ReedTax return · new clientNew client
Hi, I'm looking for someone to handle my tax return this year.Happy to help. I've taken your details and booked a consultation for Thursday, you'll get a text confirmation.
Consultation booked and intake captured

A day on your line

The calls an accounting firm can't afford to miss, handled while your team works through returns.

  1. 09:20Missed call

    A new client during crunch

    A prospect calls about their tax return while the whole team is heads-down on filings. No one can pick up.

    Allo texts back in seconds and captures the intake.
  2. 11:10New client

    A consultation booked for you

    A referral calls wanting to meet a partner about their books.

    The AI receptionist books the consultation straight to your calendar.
  3. 14:30Question

    A quick question answered

    A caller asks about your services and opening hours before committing.

    Allo answers the common questions and captures the lead.
  4. 19:45After hours

    A call after the office closes

    Someone calls after hours to ask about switching accountants.

    Allo answers around the clock and captures their details.

Built for how an accounting firm actually works

One number for new clients, questions and intake, answered whether you pick up or not.

An AI receptionist that runs intake around the clock

It answers in your firm's voice, captures new-client intake and handles the usual questions, 24/7.

Every missed call gets a text back

The moment no one can pick up, the caller gets a friendly text so the prospect doesn't call the next firm.

Consultations booked to your calendar

New clients get a consultation on the books without anyone stopping a return to schedule it.

Common questions answered

Hours, services and fees: Allo handles the questions callers ask before they commit, and captures the lead.

The details captured on every call

Names, needs and contact details are captured on each call, so intake is ready before the first meeting.

Every intake synced to your CRM

Each new-client intake syncs to your CRM. No double entry, no sticky notes lost on a busy desk.

Syncs with your CRM

HubspotSalesforcePipedriveAttioFolkOdoo
In tax season we couldn't get to the phone, and new clients went to voicemail. Allo answers when we can't, and the intake is ready when we call back.
Partner · Accounting & tax firm
24/7

the line is answered, even in tax season

8 sec

average text-back on a missed call

100%

of calls logged with intake captured

1

number for new clients, questions and intake

Questions accounting firms ask

Yes. The AI receptionist answers around the clock, runs the new-client intake and confirms by text, then syncs the details to your CRM.

Allo answers 24/7. It captures the caller's details and their reason for calling, and logs everything so your team can follow up the next morning.

Yes. Allo books the consultation straight to your calendar and confirms it by text, so a new client is on the books without anyone stopping a return.

No. Allo captures the intake, answers common questions and books the consultation. Your accountants give the advice, Allo just makes sure the call is never missed.

You can port your current number to Allo in a couple of days, or start with a new one. The same line then rings on every device your team uses.