AI Receptionist for Accounting Firms

It's February. Your phones haven't stopped ringing in 3 weeks. Corex AI answers all of it.

Tax season turns one missed call into a lost $1,400+ client. Corex AI runs your intake (entity type, services needed, urgency, prior preparer), books the consult, and never gets overwhelmed when April hits.

Book a 15-min demo →Or see how it works →
Not ready for a demo? Get a free audit of your current voicemail →
CALL VOLUME DURING TAX SEASON
$1,400
AVG VALUE OF ONE QUALIFIED NEW CLIENT
24/7
ANSWERING — INCLUDING THE 9 PM IRS-LETTER PANIC CALL
// THE COST OF MISSING THE CALL

Every missed call is a $1,400+ lead hiring whoever picks up next.

February–April call volume 5x's → your one front desk person can't keep up → callers hire H&R Block.

Year-round bookkeeping inquiries get treated like seasonal tax calls → high-LTV clients hire the next CPA.

After-hours questions ('I just got an IRS letter') → voicemail → panic → competitor.

// HOW IT WORKS

From your number to live calls — in 48 hours.

1
We forward your line
Existing number rings through to Corex when you can't pick up — or 24/7, your call. No new number to advertise.
2
AI runs your intake script
Trained on your business, your services, and your voice. Callers don't get a generic robot — they get a coordinator who knows you.
3
Books straight into your calendar
Direct integration with your scheduling system. Appointment lands with intake notes attached. Live in 48 hours.
// VS. A HUMAN ANSWERING SERVICE

Why accounting firms are switching from $300–$800/mo answering services to Corex.

Qualifies entity type, services, prior preparer — surfaces high-value clients to you first.

Books straight into your calendar — no message-pad-to-callback delay during tax season.

Flat fee — beats per-minute services that 5x your bill during tax season exactly when you need them most.

// TRUSTED BY SERVICE BUSINESSES NATIONWIDE

“The phones used to be the bottleneck of our entire week. Now they just… aren't. Calls get answered, jobs get booked, my team gets to actually do the work.”

— Operator, multi-location service business
// FREQUENTLY ASKED

Questions accounting firms ask before signing up.

Does it handle different service types (1040, S-Corp, bookkeeping, payroll)?
Yes — captures entity type and service need during intake, then routes to the right partner in your firm. Solo 1040 vs. $5K bookkeeping retainer get different scheduling tiers.
What about IRS-letter panic calls?
AI captures the letter type (CP2000, CP504, etc.), urgency, and schedules an urgent consult — typically within 24-48 hours per your protocols. Doesn't give tax advice, just intake + scheduling.
Does it integrate with my practice management software?
Yes — direct integration with Karbon, Canopy, TaxDome, Drake, ProConnect, and Lacerte. Consults book straight into your calendar with intake notes attached.
Can it screen for engagement fit?
Yes — captures revenue range, entity complexity, current preparer. Surfaces high-value engagements to you first; declines fits outside your ICP gracefully.

Stop trading $1,400+ leads for voicemails.

15-minute call. We listen to how your phones run today, show you the AI, and you decide if it's a fit. No pitch deck, no pressure.

Book a 15-min demo →