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FirstDesk for Accounting & Tax

Tax season floods the phones. FirstDesk answers every single call.

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The problem

  • January to April, the phone never stops — and new clients go elsewhere.
  • The same deadline and document questions repeat hundreds of times.
  • Appointment no-shows waste precious season hours.

How FirstDesk helps

  • Seasonal surge coverage

    Unlimited simultaneous calls answered during tax season, with new-client intake captured automatically.

  • FAQ automation

    Deadline, document and pricing questions answered instantly from your saved answers.

  • Appointment reminders

    Confirmations keep your calendar full through the busiest months.

Questions from accounting & tax owners

Can FirstDesk answer calls for my accounting & tax business 24/7?

Yes. FirstDesk's AI receptionist answers every call day and night, answers common accounting & tax questions from your saved FAQs and hours, and captures the caller's details so your team can follow up.

What happens when I miss a call?

FirstDesk instantly texts the caller back so the lead stays with you instead of calling the next accounting & tax business on the list. The conversation lands in your unified inbox.

How does FirstDesk help with accounting & tax specifically?

Seasonal surge coverage: Unlimited simultaneous calls answered during tax season, with new-client intake captured automatically. FAQ automation: Deadline, document and pricing questions answered instantly from your saved answers. Appointment reminders: Confirmations keep your calendar full through the busiest months.

How much does FirstDesk cost?

Plans start at $199/month (Starter), with Pro at $499 and Scale at $899. Annual billing saves 20%.

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