---
title: "AI agent for accounting firms"
description: "An AI agent answers your accounting firm's phone, even in tax return season. It books meetings and passes each message to the right accountant. Book a demo."
url: https://scaling.pt/en/accountants/
language: en
---

[Industries](https://scaling.pt/en/industries/)/Accountants

Accountants

# An AI agent that answers your accounting firm's phone.

It answers clients in tax return season. Every message reaches the right accountant.

[Book a demo](https://scaling.pt/en/book-a-demo/)

30 minutes, no commitment.

Already answering calls for companies in franchising, insurance and healthcare.

## Where the firm loses time.

-   ### Tax return season
    
    The phone never stops and the work piles up.
    
-   ### Monthly deadlines
    
    Clients all call in the same week.
    
-   ### Loose messages
    
    The accountant never knows who called or why.
    

## What the agent handles for you.

-   ### Documents and hours
    
    Answers with your firm's information.
    
-   ### Meetings
    
    Books them in the right accountant's diary.
    
-   ### Messages
    
    Each accountant gets messages from their own clients.
    
-   ### Tax questions
    
    Passes the question to the client's accountant.
    

## Every message on the accountant's WhatsApp.

As soon as the call ends.

## Want to see the agent at your firm?

A 30-minute demo, no commitment.

[Book a demo](https://scaling.pt/en/book-a-demo/)

## Frequently asked questions.

Another question? Write to [hello@scaling.pt](mailto:hello@scaling.pt).

Does the agent give tax advice?

No. It takes the question and passes it to the client's accountant.

Does it know which documents each client must send?

It tells clients what your firm tells us. Special cases go to the accountant.

Does it book into each accountant's diary?

If we connect it to your diaries, yes. If not, it takes the request and the office confirms.

Do I have to change my number?

No. You can forward only the calls you miss.

## Book a demo

A 30-minute video call, no commitment. Book at https://scaling.pt/en/book-a-demo/ or write to hello@scaling.pt. AI agents: see https://scaling.pt/docs/api.md.