The same questions, all season,
landing on your desk.
The AI front desk for accounting and tax firms — it answers service, pricing, and deadline questions, collects each new client's details, and shares your consultation link or document checklist, so the filing crunch stops interrupting the work.
One front desk across your website, WhatsApp, Instagram, and Messenger — from $40/mo·Why an agent, not a chatbot →
See It In Action
See how the AI front desk handles real accounting inquiries — services, deadlines, and document checklists.
- Answers service, pricing, and deadline questions
- Shares your document checklist and upload link
- Captures name and phone, then shares your consultation link
- Works on your website, WhatsApp, Instagram, and Facebook
Without Hyperleap AI
- ✕"What do you charge?" interrupts a return you are halfway through
- ✕Endless email chains explaining which documents to send
- ✕New clients give up waiting on hold in March
- ✕"Do you do bookkeeping too?" answered by a CPA, again
- ✕Extension questions arrive while everyone is heads-down on returns
- ✕Website visitors leave without telling you who they are
With Hyperleap AI
- Pricing and service questions answered in seconds, from your own price list
- Your document checklist and upload link shared on request
- Every new client captured with name, phone, and filing situation
- Tax questions routed to a CPA with the conversation attached
- Extension process and deadlines explained from your own pages
- One AI front desk across website, WhatsApp, Instagram, and Facebook
Everything Accounting Firms Need
From first question to consultation link, the AI front desk handles first contact all year.
Document Checklists
Shares the checklist you write for each return type — W-2s, 1099s, receipts, prior returns — and your secure upload link.
Consultation Link Sharing
Shares your booking link once intake is collected. Your team gets an email summary before the meeting.
Multi-Channel Support
Clients reach you via website chat, WhatsApp, Instagram DM, or Facebook Messenger. One AI handles all four.
Routes Tax Questions
"Can I deduct this?" is collected, not answered. The question and contact details go to your CPA team by email.
Deadline & Extension Answers
Explains filing deadlines and your extension process from your own pages, then captures who needs help.
100+ Languages
Serve diverse communities in their native language. The AI detects and replies in Spanish, Mandarin, Arabic, and 100+ more.
Real Conversations Your AI Handles
March Panic Client
“"Haven't filed yet, need help now!" AI explains your late-season process, shares the document checklist and upload link, and collects name and phone.”
New Business Owner
“"I formed an LLC this year. What do I need to file?" AI explains your new-business services, collects contact details, and routes the question to a CPA.”
Document Collection
“"I need to file my taxes." AI shares your individual-return checklist and secure upload link, and captures who is sending.”
Home Office Question
“"Can I deduct my home office?" AI collects the details and routes the question to a CPA rather than answering it.”
Extension Request
“"I won't make the deadline." AI explains your extension process from your own pages and shares your consultation link.”
Quarterly Estimates
“"Do you help with quarterly estimates?" AI explains the service and pricing, and collects the freelancer's details for a CPA.”
Tax Planning Session
“"Do you do year-end tax planning?" AI explains the service and shares your consultation link — no strategy advice in chat.”
IRS Notice
“"I got an IRS notice." AI collects the notice type and contact details and routes it to a CPA for review.”
Bookkeeping Setup
“"Do you offer monthly bookkeeping?" AI explains your packages and pricing, then captures name and phone.”
Why Accounting Firms Love Hyperleap AI
Survive Tax Season Without Burnout
Routine questions and intake are handled before they reach a CPA. Your team focuses on returns instead of the phone.
Fewer Seasonal Hires
First contact is covered without adding a temporary receptionist every January.
Every Inquiry Captured
Name, phone, and filing situation for every prospect, emailed to your team — no more anonymous website visitors.
Smooth Off-Season Revenue
Year-round client engagement for planning, advisory, bookkeeping. Not just April rush.
Sensitive Data Stays Out of Chat
The AI points clients to your secure portal for documents and never asks for Social Security numbers in chat.
Live in Under 5 Minutes
Paste your website URL and add one script tag. Attach price lists and checklists afterwards as tuning.
Built for Every Type of Accounting Practice
Individual Tax Preparation
CPA firms handling 1040 returns for employees, freelancers, and rental property owners. Checklists shared, intake captured.
Small Business Accounting
Firms serving S-Corps, partnerships, and LLCs. Service and pricing questions answered, tax questions routed to a CPA.
Full-Service CPA Firms
Comprehensive practices offering tax, audit, advisory, bookkeeping. Route clients to appropriate service lines automatically.
Simple Pricing for Accounting Firms
Try any plan free for 7 days
Plus
For solo CPAs and bookkeepers
Key Features:
- 3,000 AI responses per month
- 1 chatbot
- 4 channels per chatbot
- Instagram, WhatsApp available
- 40MB knowledge source per chatbot
- Calendar, downloads, videos
- + 4 more features
Pro
For small accounting firms
Key Features:
- 12,000 AI responses per month
- 2 chatbots
- 8 channels (4 per chatbot)
- Remove Hyperleap branding
- 40MB knowledge source per chatbot
- Link tracking & login
- + 3 more features
Max
For large tax & accounting firms
Key Features:
- 30,000 AI responses per month
- 5 chatbots
- 20 channels (4 per chatbot)
- Remove Hyperleap branding
- 40MB knowledge source per chatbot
- Hierarchical retrieval ($40/mo + 2x credits)
- + 3 more features
7-day free trial: Try any plan risk-free • See all plan details →
All plans include: Multi-channel deployment • Priority support
Add-ons: Studio & API ($99 one-time on Plus/Pro/Max) • Hierarchical Retrieval ($40/mo + 2x credits on Pro/Max) • OTP Verification (usage-based on Pro/Max)
Why Accounting Firms Choose Hyperleap AI
Built for Accounting
Comes with an accounting starting prompt and the questions CPA firms actually get asked — pricing, deadlines, and what to send.
Privacy by Configuration
Transcripts are encrypted at rest and stay in your workspace. Documents go through your own secure portal, not the chat.
No Technical Skills Required
Add one line of code to your website. Connect social channels in 5 minutes. No developers or IT team needed.
Human Handoff When Needed
Complex tax situations, IRS audits, or upset clients get routed to your team with full conversation context.
Frequently Asked Questions
What does an AI front desk do for an accounting firm?+
It answers the questions that interrupt your day during filing season — services, pricing, deadlines, what documents to bring — from your website, PDFs, and price list. It collects the new client's name, phone, and filing situation, shares your consultation link or secure upload link, and emails your team a summary. Anything that needs a professional opinion routes to a CPA.
Will it give tax advice?+
No. It is configured to explain your services and process, not to advise on deductions, elections, or filing positions. When a client asks "can I deduct this?", it collects the details and routes the question to your CPA team with the conversation attached.
How does it help with document collection?+
It shares the document checklist you write for each return type (W-2s, 1099s, mortgage interest, prior returns) and your secure upload or portal link. Clients know what to send before your team follows up. Hyperleap does not store the documents itself.
Does it help outside tax season?+
Yes. Bookkeeping, payroll, and advisory inquiries get the same treatment year-round: answers from your service pages, intake details captured, and your consultation link shared.
Is client information secure?+
Conversation transcripts are encrypted at rest and accessible only to your team in your Hyperleap workspace. The AI is configured not to ask for Social Security numbers or account details in chat; those go through your existing secure portal.
How Accounting AI agents work
Four guides that explain the technology behind every accounting AI agent — from how it answers accurately to how it routes the right requests to your team.
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View comparisonReady to Get Tax Season Off Your Phone?
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Your front desk reports to you.
Your front desk reports to you. As your Accounting agent handles customer conversations, Hyperleap exposes approved lead and conversation context through APIs and MCP — included on every plan. Ask questions like "Which leads from this week haven't been followed up?" or "What are customers asking that our website doesn't answer?" — directly from Claude Desktop, Cursor, or other MCP-aware tools.
Ask Claude about your leads