Stay focused on the numbers.
Keep your callers cared for.
Tax season, quarter-end, and a full appointment schedule can leave little room for another ringing phone.
HeyEthan answers calls, captures new inquiries and client messages, and follows your approved routing and scheduling rules—so your team can stay focused while callers get a professional first response.
The phone keeps ringing. Your team keeps working.
A prospective client asking about your services, an existing client requesting a callback, and a payroll question each need a different next step.
Your assistant follows the process you approve, helping reduce routine interruptions and giving your team organized requests to follow up on.
Start the relationship well.
Capture contact details, the requested service, and your approved initial questions. Explain your consultation process and how your team will follow up.
Give messages a clear destination.
Collect a concise reason for calling and the intended recipient. Follow your instructions for tax, bookkeeping, payroll, billing, or other approved teams.
Handle the everyday calls.
Answer approved questions about hours, location, services, appointment policies, and general document-submission instructions.
Your firm’s work shapes the conversation.
We organize the services you offer and the information your staff needs, then configure the appropriate intake and handoff for each request.
Tax Preparation
Capture new-client inquiries, appointment requests, and existing-client messages. Share the general preparation instructions approved by your firm.
Bookkeeping & Accounting
Collect business type, requested service, and the initial details your team wants before discussing recurring support.
Payroll Services
Distinguish new payroll-service inquiries from existing-client questions and route requests using your approved contact rules.
Business Advisory
Capture the reason for a consultation and the caller’s preferred next step, with scheduling when included and configured.
Billing & Administration
Take messages about invoices, office processes, and general account questions for review by the appropriate team member.
Seasonal Call Coverage
Support busy periods and after-hours inquiries using your current, approved office information and callback instructions.
Designed to Work With Your Tax Practice Software
HeyEthan.ai helps accounting and tax professionals reduce interruptions, manage client inquiries, and streamline routine office communications.
We offer customized integration solutions for popular accounting practice-management platforms, including Canopy, Karbon, and TaxDome, with each connection assessed around the workflow your firm needs and the access your platform supports.
From directing clients to secure document portals to coordinating appointments and follow-ups, our AI assistants are configured around the way your firm operates.
Canopy
Assess workflows for client records, document-request coordination, and follow-up tasks using the access available to your firm.
Authenticated return-status lookups can also be evaluated where your available practice data and approved identity checks support them.
Karbon
Connect approved client-record workflows, work tracking, and staff follow-up coordination through Karbon’s documented API capabilities.
We review the required records, work items, permissions, and handoff before defining the integration scope.
TaxDome
Support client intake, secure document-submission guidance, and available workflow automation through supported integration options.
Available actions depend on TaxDome’s supported connections, your subscription, region, and firm configuration.
Start with your workflow. Tell us which software you use and what should happen after a call. We’ll assess the available connection, confirm the required access, and define the implementation with you.
Integration capabilities vary by platform, subscription, and firm configuration. Custom integrations are assessed during onboarding. Any client-specific status lookup requires confirmed technical feasibility, approved access, and identity verification.
A better starting point than “please call me back.”
Give your team the context needed to return a call: who contacted the firm, whether they are a new prospect or existing client, what they need, and what happened during the conversation.
Your intake can include the requested service, business type, preferred contact method, appointment preferences, and other initial questions you approve.
The goal is useful intake without turning a phone call into a request for detailed financial records.
Ready for your team’s review.
- Caller
- Alex Morgan · New prospect
- Requested service
- Monthly bookkeeping and business tax preparation
- Business context
- Local home-services business
- Preferred next step
- Would like an introductory consultation
- Call outcome
- Inquiry captured · No appointment booked
Illustrative example. Intake fields and follow-up instructions vary by configuration. Capturing an inquiry does not establish a client engagement.
Route, schedule, and summarize.
Choose the capabilities that support your firm’s process, with clear outcomes for both callers and staff.
Reach the right team.
Attempt transfers to approved destinations during the hours you define. Use the configured fallback when a transfer cannot be completed.
Offer approved consultations.
When scheduling is included and configured, check real-time calendar availability and book approved appointment types. Requests needing staff review stay as requests.
Make follow-up easier.
Deliver the caller’s request, captured details, call outcome, and next step through the notification workflow you approve.
After hours, the process stays clear. Your assistant follows your approved message, scheduling, and escalation instructions, including what callback expectations it may communicate.
Helpful communication. Clear professional boundaries.
The assistant handles approved office information and intake. Tax, accounting, and financial advice stay with your firm’s professionals.
- Your approved information: Services, hours, appointment policies, and general preparation instructions.
- Your intake questions: Initial details needed to understand and route the request.
- Your review process: Client-specific questions and requests needing judgment go to your team.
- Your customer experience: The greeting, selected voice, tone, and English and Spanish workflows that fit your firm.
Collect what is needed for the next step.
We configure initial intake to avoid requesting Social Security numbers, account credentials, payment-card details, or detailed financial documents over the call.
When callers need to provide documents, the assistant can explain your approved submission process. Sending a portal link by text or email is configured within the selected plan or separately scoped workflow.
Recording, transcript, access, recipient, and retention arrangements are reviewed for your deployment during onboarding.
Business plans for the way your firm works.
Start with a defined plan, then review any additional workflows or integration requirements with us.
Answer and capture.
Call answering, approved FAQs, lead and message capture, call summaries, and one primary routing path.
Appointment scheduling is not included.
Add consultation scheduling.
One calendar, one appointment type, and up to three approved routing destinations, with the plan’s defined confirmation or caller-link workflow.
Connect more of the process.
Up to five routing destinations, multiple approved scheduling paths, and one scoped CRM or automation workflow.
English and Spanish are included in all business plans. Complex integrations, additional calendars, additional locations, and work beyond the selected plan’s scope are reviewed and proposed separately.
What accounting firms want to know.
Can it distinguish existing clients from new prospects?
Yes. It can ask whether the caller is an existing client or making a new inquiry, then follow the appropriate intake, message, or routing workflow. That answer alone does not verify identity or authorize disclosure of client information.
Can it help during tax season and other busy periods?
Yes. The assistant can answer calls, share current office information approved by your firm, capture messages, and follow your scheduling and routing rules. Seasonal hours, appointment policies, and preparation instructions are reviewed and updated through the agreed maintenance process.
Can it schedule consultations or tax appointments?
Yes, when scheduling is included in your plan and configured. Your firm defines the appointment type, calendar availability, and any required screening. A booking is described as confirmed only after the scheduling action succeeds.
Will it give tax, accounting, or financial advice?
No. It handles approved service and office questions, captures initial details, and follows your next-step instructions. Advice, calculations, filing decisions, and interpretations remain with your firm’s professionals.
Can it tell clients whether a return is filed or a refund is coming?
The standard intake workflow captures the question for your team. It does not assume access to client records or invent a status. Any client-status workflow would require separately confirmed access, identity checks, technical feasibility, and scope.
Can it direct callers to our document portal?
Yes. It can explain your approved document-submission process. Sending a portal link by text or email depends on the configured capabilities and plan scope. This does not automatically include document collection or an integration with your portal.
Will it connect to our accounting or practice-management software?
We assess custom workflows for platforms including Canopy, Karbon, and TaxDome. The available connection depends on your software, subscription, permissions, and requested workflow. Feasibility, access requirements, costs, and scope are confirmed during onboarding before an integration commitment. A call summary or calendar booking does not automatically create or update a client record in another system.
Is English and Spanish support included?
Yes. English and Spanish are included in all business plans. Your approved service terminology and caller workflows are configured and tested during onboarding. Additional language requirements can be reviewed separately.
Give your team room to focus.
Give your callers a clear next step.
Tell us about your services, seasonal call volume, intake process, and scheduling needs. We’ll recommend a configuration built around your firm.
