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  1. Industries
  2. Accounting Firms

Tax-season calls answered while you do returns.

February through April, the phone doesn't stop. "Did you get my W-2?" "When's my refund?" And you're still chasing documents.

AI answers your tax-season calls. A person on our team checks every call. You stop chasing documents. Our white-label desk goes to your clients under your firm's name.

Book a 15-minute call

Real shops, not case studies. NESH Salon & Spa in Frisco runs on Centera. Chicago Pizza & Pasta in Irving has live online ordering we built. A used-car dealer in Sugar Land is being onboarded now.

Demo shop
Ledgerly Bookkeeping, a made-up demo shop: its website on a computer
The same demo shop on a phone
Ledgerly Bookkeeping Bookkeeping See the demo

A day in your shop

  1. 9:10 am

    “Did you get my W-2?”

    Front Desk takes the question and texts your team.

  2. 1:00 pm

    Clients still owe you documents

    Centera chases them.

  3. 4:30 pm

    A client needs a front desk too

    Offer ours under your firm's name.

Next What do I get first, and for how much?

What's included

  • White-label desk, offered to your clients as yours quoted
  • Document chasing quoted
  • Front Desk for tax-season calls $299/month
  • Monthly, cancel anytime
  • English and Spanish
  • Referrals: send us clients who need a website or a front desk

Example call (scripted)

CallerDid you get my W-2? I sent it Monday.

Front DeskI'll pass that to your preparer now. Anything else?

CallerI'm still missing my mortgage statement.

Front DeskNoted. They'll get both by text.

The text you get: W-2 sent Monday · Missing mortgage statement

A person on our team checks every call. Cancel anytime.

Next What else, monthly?

Marketing

What we'd post for you

  • Post

    Checklist: documents to bring this tax season

  • Reel

    Deadlines small-business owners miss

  • Post

    Meet your preparer, in English and Spanish

See marketing prices

Questions

Only need it for tax season?

Monthly plans cancel anytime.

What's the white-label desk?

Our desk, offered to your clients as yours. It's quoted.

What about “When's my refund?” calls?

Your team gets a text with the question.

Next What happens after I click?

How it works

  1. Book a 15-minute call, or get a sample with your name on it.

  2. Get your quote.

  3. Say yes, and we start. Cancel anytime.

One small job first. See if we're any good.

Tell us what you need.

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