For accounting and tax practices
Tax season, without the phone taking over.
BoltAssist is an AI receptionist that answers your practice's calls, books tax appointments and answers drop-off, pickup and document questions while your accountants work through returns. It never gives tax advice or discusses a client's file, and callers asking about a return or a CRA letter leave a callback request with their details and reason.
The 3-day Experience is free: 30 AI minutes, no credit card.
Hear BoltAssist answer a tax practice
Talk to the AI receptionist of Quillfield Accounting, a sample accounting practice we made up for this demo, right here in your browser. It isn't set up for your practice, it gives no tax advice, and nothing is really booked or sent.
Try asking
- “Can I drop off my tax slips on Saturday?”
- “Is my return ready to pick up?”
- “Are you taking new clients this season?”
In tax season, the phone competes with the returns.
From the first slips to the filing deadline, the same few questions arrive all day, while your team is trying to finish returns.
- Clients call to ask when they can drop off documents, what to bring and whether their return is ready.
- Each status call means stopping work on a return to look up a file, and it can't be answered safely by just anyone.
- A client who has received a CRA letter calls worried, reaches voicemail and calls again.
- New clients looking for someone to do their taxes hang up when no one picks up, and call the next practice.
What changes for your practice
Tax appointments and new clients booked
Books, reschedules and cancels personal tax, corporate year-end and bookkeeping appointments into your accountants' availability, and welcomes new clients with your services and starting fees.
Drop-off and pickup questions answered
Explains your tax-season hours, where and when to drop off documents, what to bring and how pickup works, exactly as you've set them up.
Return status calls, handled safely
It never says whether a return is done and never discusses a client's file or financial details. It takes a callback request so someone on your team can check and answer.
CRA letters flagged for an accountant
A client with a letter from the CRA leaves a callback request with the reason flagged. It never advises on the letter or promises a deadline will be met.
Fewer missed appointments
A text confirmation at booking and a reminder before each appointment.
Your clients' language
Continues in the caller's language, where that language is supported.
A person when it matters
Transfers a caller to an accountant or your front desk when a person is needed.
Starter and abovePersonal, corporate or bookkeeping
Sends personal tax, corporate, bookkeeping and payroll calls to the people who handle them.
Starter and above
How it works
Set up your practice
In Mission Control, add your services, accountants, starting fees, tax-season hours, drop-off instructions and policies.
Try it free in your browser
Talk to your receptionist during the 3-day Experience and refine its answers before your busy season.
Activate and connect your number
Choose a plan, then connect a new BoltAssist number or forward your existing number through your phone provider.
Find the right BoltAssist plan for your business
Estimate your AI receptionist needs in seconds.
Estimated monthly AI minutes
450
An illustrative estimate based on 30 days, not a guaranteed usage amount.
Recommended for you
GrowthUS$349 USD/ month
600 AI receptionist minutes included each month
Why it fits
- Includes 600 minutes, enough for your estimate of 450.
- Covers one location and one business number.
- The lowest-priced plan that meets everything you selected.
3-day Experience first — no card
Compare plans
The right plan depends on your call volume, the capabilities you need and your number of locations. Every plan starts with the free 3-day Experience.
Essential
US$99 USD/ month
- 150 AI receptionist minutes
- 1 location · 1 business number
- No live transfers, call routing or waitlist — callers get a callback request instead
- Additional minutes at US$0.60 USD per minute
Starter
US$199 USD/ month
- 300 AI receptionist minutes
- 1 location · 1 business number
- Live call transfers and department or person routing; waitlist
- Additional minutes at US$0.50 USD per minute
- Matches your estimate
Growth
US$349 USD/ month
- 600 AI receptionist minutes
- Up to 2 locations · Up to 2 business numbers
- Live call transfers and department or person routing; waitlist
- Multi-location routing, with minutes shared across locations
- Additional minutes at US$0.45 USD per minute
Business
US$549 USD/ month
- 900 AI receptionist minutes
- Up to 3 locations · Up to 3 business numbers
- Live call transfers and department or person routing; waitlist
- Multi-location routing, with minutes shared across locations
- Additional minutes at US$0.40 USD per minute
Additional minutes are charged at the plan's per-minute rate only when additional-usage billing applies to your account, and never above the monthly spending limit you choose when you activate.
Four or more locations, or more than the standard plans include? Talk to us about a Custom plan.
The Experience
Try your own receptionist free for 3 days.
Set it up with your practice's services, hours and policies, then talk to it in your browser: 30 AI minutes in total, no credit card and no phone number needed, with Essential features during the evaluation. It never turns into a paid plan on its own.
The receptionist you configure during your Experience is the same receptionist you keep when you activate your subscription. It doesn't answer your practice's live calls during the Experience. After you activate, connect a new BoltAssist number or forward calls from your existing number to your BoltAssist number through your phone provider. Your existing number stays with your provider, and the same receptionist answers your live calls with your plan's features.
- Length
- 3 days
- AI minutes, in total
- 30
- Credit card
- Not required
- How you try it
- In your browser
- Phone number changes
- None needed
Questions from accounting practices
No. BoltAssist answers office questions from what your practice sets up, such as services, starting fees, hours and drop-off instructions. It never gives tax, accounting, legal or investment advice, never estimates a refund or a balance owing, and never promises that a deadline will be met. Callers with those questions are offered an appointment or a callback.
Have questions? Let's talk.
Send us a message and we'll reply by email, or ask for a callback.
Prefer a conversation? Request a founder's demo.
Hear it answer a tax practice.
Talk to the live demo, then set up your own practice's receptionist free for 3 days.