Handles the season surge
Every call answered live even when the whole office is heads-down.
For CPAs, bookkeepers & tax pros
Tax season shouldn't mean missed clients.
When the phones won't stop in March and April, new-client calls slip through. WithConnect answers every call live, 24/7, captures the new-client request, books the consultation, and routes anything urgent to your team — without ever giving tax advice.
Built for California compliance — CIPA two-party consent · AI-disclosed.
The cost of a missed call
Every unanswered call is a customer who called someone else.
Up to 80%
of callers never leave a voicemail — a missed call is usually a lost one.
Forbes/RingCentral; BIA/Kelsey reports ~67%.
Up to ~38%
of calls go unanswered on average at busy professional offices — and far more in peak season.
Industry studies cluster at 28–38% for practices.
24/7
Calls don't keep business hours. WithConnect answers the after-hours and overflow ones your team can't get to.
How it works
Live in a day.
Step 1
We answer every call, 24/7
Your AI receptionist picks up live — days, nights, weekends, and overflow — and opens every call with AI disclosure and recording consent.
Step 2
It books and captures the request
Appointments go into your calendar in real time, with structured intake captured the same way every time — from your approved information only.
Step 3
Urgent calls escalate — you get the summary
Anything urgent warm-transfers to a real person. Everyone else gets a clean post-call summary by text and email, with the full transcript on file.
What it captures & books
Exactly what your front desk would — every time.
No guessing, no improvising. WithConnect captures a clean, structured record and books from the information you approve.
New-client request
Service needed, entity type, and timeline — captured the same way every time.
Booked consultation
Schedules the consult into your calendar in real time.
Existing-client routing
Identifies existing clients and routes them to the right person.
Urgent escalation
Deadline-driven matters warm-transfer to a person — it never advises.
Built for accounting & tax
Tuned to the way your business runs.
Books consultations
Real-time scheduling so prospective clients don't shop around.
Never gives tax advice
Captures and books; advice and judgment stay with your professionals.
Structured intake
Consistent new-client intake ready for your team.
Summaries & transcripts
A post-call summary by text and email, with the full transcript on file.
Urgent-matter escalation
Time-sensitive, deadline-driven calls route to a person fast.
FAQ
Accounting & Tax questions, answered.
Never. It captures the request, books consultations, and routes urgent matters. All professional judgment stays with your team.
It captures who's calling and why, and can route existing clients to the right person based on your rules.
Yes — that's exactly what it's for. It answers every call live even when the whole office is heads-down in March and April, so new-client calls don't slip through.
The service needed, entity type, and timeline — structured the same way every time, ready for your team to act on.
Deadline-driven matters warm-transfer to a real person fast. The AI captures and books; it never offers advice or makes a judgment call.
Routine spam and robocalls are screened at the front of the call so your team only gets pulled in for genuine clients.
Calls run under a Data Processing Agreement with minimal retention, plus California two-party consent and AI disclosure. Plans start at $199/mo with no long-term contract, plus a one-time $499 setup (the non-PHI tier).
More industries
One platform, tuned to many worlds.
Ready to never miss another call?
See WithConnect answer a real call — and picture it answering yours.
- CIPA two-party consent
- AI-disclosed on every call
- HIPAA-ready for medical