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FOR ACCOUNTANTS, CPAS AND TAX PREPARERS

An AI Receptionist and AI Assistant for Accounting Firms

Awava sets up an AI receptionist that answers your firm’s phone 24/7, takes details from new clients and books consultations, and handles routine questions about deadlines, documents and fees you approve, plus a website built so people searching for an accountant find you. It never gives tax advice. The AI Receptionist is included in AI Pro ($1,997 setup plus $397 a month), or $97 a month added to the Website or Core plan.

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Awava • Ledgerline CPAText message · SMS

Live demo: a missed call from a new client in tax season.

WHAT IT COSTS YOU

Tax season is when you can least answer the phone and most need to.

From January to April every call is someone with a deadline. You’re heads-down on returns, so new clients reach voicemail and call the next firm, and existing clients call to ask what documents you still need.

WHERE FIRMS LOSE NEW CLIENTS

  • New-client calls that reach voicemail in tax season.
  • The same questions about deadlines, documents and fees.
  • Clients who still haven’t sent their paperwork.
  • Consultations booked by email back-and-forth.
WHAT AI DOES FOR YOU

Six jobs an AI employee can take off your plate.

Each one is set up for you and runs on its own. You see the booked work and a short summary, not another app to check.

MORE REVENUE

Tax-season calls answered

New clients reach a live answer in January through April, when you’re least able to pick up, and get booked for a consultation.

TIME BACK

Document chasing

Clients who still owe paperwork get reminders, with a link to your portal, until it arrives.

TIME BACK

Routine questions

Hours, what to bring and how to use the portal get answered automatically, so you stay on returns.

MORE REVENUE

Off-season services

Past clients hear about bookkeeping, planning and advisory work when your calendar has room.

MORE REVENUE

Early booking

Before the season starts, past clients get a note to book early, which spreads your workload.

MORE REVENUE

Reviews and referrals

Clients are asked for a Google review once their return is filed, while they’re relieved and grateful.

THE WEBSITE

A website built for the searches that turn into new clients.

Every Awava site is custom: your firm, your services and who you serve. It is written so Google and AI assistants can tell exactly what you do and where. See example builds

  • A page for each serviceIndividual tax returns, small business taxes, bookkeeping, payroll or advisory, each with its own title and FAQ.
  • Who you work withThe kinds of clients and industries you know best.
  • How to get startedWhat a new client should bring and what happens next.
  • Client portal linkA clear link to the portal you already use for documents.
  • Reviews and credentialsYour Google reviews and your licences, shown where people decide.
THE FRONT OFFICE

Every call, text and form answered, booked and followed up.

Installed, connected to your number and website, and managed for you.

AI Receptionist

Answers every call 24/7, takes new-client details, books consultations and answers routine questions from the answers you approve.

How it works

AI Lead Follow-Up

Replies to every website and Google inquiry in seconds and books the consultation.

How it works

Missed Call Text Back

When you’re on a return, the caller gets a text from your number within seconds.

How it works

Google Review Automation

Asks happy clients for a Google review once their return is filed.

How it works
CAMPAIGNS

Work from the customers you already have.

Pre-written texts and emails for accounting firms. Edit them or send as is. About campaigns

  • Document remindersA nudge to clients who still owe you paperwork.
  • Before tax seasonA note to past clients to book their appointment early.
  • Quarterly estimatesA reminder ahead of estimated-payment deadlines.
PRICING

Three plans. Month to month.

All plans cancel with 30 days’ notice. The setup or build fee is charged once.

See full pricing
  • Website · $2,497 one-time + $29/moThe custom website, hosted and managed.
  • Core · $1,297 setup + $297/moThe website plus missed call text back, review requests and one lead inbox.
  • AI Pro · $1,997 setup + $397/moEverything in Core plus an AI agent that answers every lead in seconds and the AI Receptionist for live calls.
  • AI Receptionist on Website or Core · $97/moLive 24/7 call answering, added to either plan.
FAQ

Questions accountants ask us.

A website on its own is $2,497 one-time plus $29 a month for hosting and management. The Core plan includes the website plus missed call text back, review requests and one lead inbox for $1,297 setup and $297 a month. AI Pro adds an AI agent that answers every web and social lead plus the AI Receptionist for $1,997 setup and $397 a month; on Website or Core the AI Receptionist is $97 a month. Full details are on the pricing page.
No. It takes details, books consultations and answers routine questions you approve, like your hours, what documents to bring and how to reach the portal. Anything about a client’s taxes goes to you.
It points clients to the secure portal you already use rather than taking documents by text or phone.
Yes. Awava is founder-led from Central Massachusetts and works remotely with businesses across the United States. Everything is set up and managed for you; there is no software for you to learn.
Yes. Your domain always stays yours. Awava hosts and manages the site, and you can buy the website code outright if you ever want to host it yourself.
BY STATE

Call-recording and texting rules where you work.

An AI receptionist works in every state, but the rules on recording calls and sending sales texts differ. Each state page links the statutes and shows how Awava sets things up there. Weighing a live answering service instead? See AI receptionist vs answering service.

All states

MassachusettsFloridaCaliforniaTexasNew YorkWashingtonMarylandPennsylvaniaIllinoisConnecticutOklahoma
OTHER INDUSTRIES

Built for other industries too.

All industries

Real estate agents

An AI receptionist that answers sign calls and books showings, plus instant replies to every lead.

See the page

Law firms

An AI receptionist that runs intake 24/7 and books consultations, without giving legal advice.

See the page

Medical practices

An AI front desk that books new patients and answers routine questions, day and night.

See the page

Dentists

An AI front desk that books new patients, cleanings and emergency visits.

See the page

Med spas

An AI assistant that answers calls and Instagram messages at night and books consultations.

See the page

Chiropractors

An AI receptionist that books new-patient exams while you’re adjusting.

See the page

Insurance agents

An AI receptionist that takes quote details and books a call with a licensed agent.

See the page

Therapists and counselors

Websites for private practices that want to be found by the right clients.

See the page

Life coaches

An AI assistant that answers every message and books discovery calls.

See the page

Roofers

An AI receptionist and website for storm weeks and estimate follow-up.

See the page

HVAC companies

An AI receptionist for no-heat and no-cool calls, plus an HVAC website.

See the page

Plumbers

An AI receptionist and instant text back for emergencies, plus a plumbing website.

See the page

Electricians

An AI receptionist for outages and quote requests, plus an electrician website.

See the page

Landscapers

Every spring quote request answered and booked, plus a landscaping website.

See the page

Remodelers

Consults booked first and every proposal followed up, plus a remodeling website.

See the page

Property managers

A 24/7 AI line for maintenance requests and leasing questions.

See the page

Salons and barbershops

An AI receptionist that books clients while you work and answers Instagram.

See the page
BOOK A CALL

See where your firm stands.

The free audit shows who Google and the AI assistants name for your service and town, and what would change that.

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