AI RECEPTIONIST FOR ACCOUNTING FIRMS
Melissa answers routine inquiries, collects the reason for the call, and organizes consultation requests while your team focuses on deadlines.
Answer · Capture · Schedule · Notify
1 of 4 · Call
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Illustrative workflow. Booking and emails follow your configuration.
7-day free trial. Plans start at $99 per month.
MORE THAN A MESSAGE SERVICE
Customers expect a useful response when they call—not a beep, a generic script, or a callback hours later.
Customers with an immediate need may call the next business instead of waiting for a callback.
Generic operators rarely know your services, availability, or the details your team needs to act.
Melissa answers common questions, captures structured details, and organizes the right next step 24/7.
THE COST OF MISSED CALLS
When your staff is deep in returns, payroll, or client meetings, Melissa provides a reliable first response and preserves every opportunity for follow-up.
Staff are meeting with clients
Tax-season volume spikes
A prospect calls after hours
A client needs to leave a detailed message
BUILT AROUND YOUR CALLS
Customize Melissa around your service area, business hours, scheduling rules, and the exact work your company performs.
After every call
Contact details, request, urgency, and next step—all in one organized summary.
AN AI RECEPTIONIST FOR YOUR BUSINESS
Melissa is configured around your business—your hours, services, frequently asked questions, scheduling rules, and preferred call flow.
Uses the information and instructions you approve.
Handles calls during jobs, meetings, and after hours.
Asks for the information your team needs to respond.
Makes summaries and transcripts easy to review.
GO LIVE IN FOUR STEPS
Choose a plan and tell us the basics about your business.
Add services, hours, FAQs, and the details to collect.
Use your Melissa number or forward your existing business line.
Receive organized call details, summaries, and appointment requests.
Melissa gives accounting firms a professional first response without requiring another full-time receptionist.
See plans and pricingAnswers customer calls 24/7
Captures names, contact details, and the reason for every call
Follows your business rules and custom intake questions
Sends organized call summaries to your dashboard
Books eligible appointments on connected calendars
Keeps summaries, transcripts, and recordings together
FREQUENTLY ASKED QUESTIONS
Yes. Configure questions for business type, requested service, timeline, and preferred consultation time.
No. Melissa handles administrative intake and messaging but does not provide accounting or tax advice.
Yes. Melissa can answer simultaneous inquiries without adding another temporary receptionist.
START ANSWERING MORE CALLS
Start your free 7-day trial and configure Melissa for your business.
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