Voicemail loses momentum
Customers with an immediate need may call the next business instead of waiting for a callback.
AI RECEPTIONIST FOR ACCOUNTING FIRMS
Keep Every Client Call Organized—Even During Tax Season
Melissa answers routine inquiries, collects the reason for the call, and organizes consultation requests while your team focuses on deadlines.
No long-term contract. Plans start at $99 per month.
MORE THAN A MESSAGE SERVICE
Why growing accounting firms need a better way to answer
Customers expect a useful response when they call—not a beep, a generic script, or a callback hours later.
Traditional services take messages
Generic operators rarely know your services, availability, or the details your team needs to act.
Melissa keeps the call moving
Melissa answers common questions, captures structured details, and organizes the right next step 24/7.
THE COST OF MISSED CALLS
Busy season should not turn into voicemail season
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
Melissa can capture the services your customers request
Customize Melissa around your service area, business hours, scheduling rules, and the exact work your company performs.
Tax preparation inquiries
Bookkeeping consultations
Payroll questions
Business accounting
Document reminders
Existing-client messages
Appointment requests
Office information
After every call
Contact details, request, urgency, and next step—all in one organized summary.
AN AI RECEPTIONIST FOR YOUR BUSINESS
A professional first response without adding another front-desk shift
Melissa is configured around your business—your hours, services, frequently asked questions, scheduling rules, and preferred call flow.
Knows your business
Uses the information and instructions you approve.
Answers around the clock
Handles calls during jobs, meetings, and after hours.
Captures useful details
Asks for the information your team needs to respond.
Keeps your team informed
Makes summaries and transcripts easy to review.
GO LIVE IN FOUR STEPS
Set up your answering service without changing how you run your business
- STEP 01
Create your account
Choose a plan and tell us the basics about your business.
- STEP 02
Configure Melissa
Add services, hours, FAQs, and the details to collect.
- STEP 03
Connect your calls
Use your Melissa number or forward your existing business line.
- STEP 04
Review every opportunity
Receive organized call details, summaries, and appointment requests.
One AI receptionist. Every new opportunity organized.
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
Questions from accounting firms
Can Melissa collect consultation details?
Yes. Configure questions for business type, requested service, timeline, and preferred consultation time.
Does Melissa provide tax advice?
No. Melissa handles administrative intake and messaging but does not provide accounting or tax advice.
Can Melissa handle seasonal call volume?
Yes. Melissa can answer simultaneous inquiries without adding another temporary receptionist.
START ANSWERING MORE CALLS
Give every customer a professional answer
Start your free 7-day trial and configure Melissa for your business.
Start Free TrialExplore related answering services
See how Melissa supports other businesses with similar customer calls and scheduling needs, or browse all 200 industry solutions.