Agentlivo for Accounting Firms
Keep client intake organized during the busiest months.
An AI Client Intake employee identifies service needs, schedules consultations, sends document reminders and answers approved process questions.
AC
Recommended team
Template readyAI Client Intake
Company-specific knowledge · Booking logic · Human escalation
A better first conversation
The employee asks the questions your team needs.
Every template is customized, but the starting workflow is designed to create a useful, structured handoff instead of another incomplete message.
- 1Are you an individual or a business?
- 2Which service do you need?
- 3What tax year or reporting period is involved?
- 4Are there filing deadlines?
- 5Which documents have you already gathered?
Recommended skills
Ready for the routine work.
Escalates the exceptions.
Start safely
Launch with a controlled pilot.
Begin with after-hours, overflow or a dedicated test number. Review recordings, bookings and transfers before increasing coverage.
- ✓ Clear disclosure as a virtual assistant
- ✓ Business-specific transfer rules
- ✓ Real availability before booking
- ✓ Complete activity history
Live workspaceReady when you are
Bring accounting firms AI-live.
Use the industry template as a starting point, then make every question, skill and rule fit your company.