While our self-serve dashboard allows you to deploy accounting voice agents in under 10 minutes, we know configuring software APIs and custom prompt logic for complex financial regulations can feel overwhelming.
RhinoAgents offers Done-For-You setup support at a rate of $50 per hour. Our team will design, integrate, test, and launch your Voice AI agent for you.
Our engineering experts will write and optimize the system prompts to handle tax deadlines, W-2 checklists, and audit notice escalations securely.
We'll connect your tax software, practice management tools (Canopy, TaxDome, SmartVault), or QuickBooks / Xero databases to keep clients and bookings synced.
Before going live, we perform mock calls to verify exact tax advice escalation rules and test customer callback transfers to human CPAs during peak filing periods.
Watch your AI voice agent qualify business clients, schedule consultation calls, and manage document intakes in real time.
Every missed call is a business owner looking for a new CPA.
From first contact to final filing — every standard administrative process managed smoothly.
Pulls real-time calendar availability (Calendly, Outlook, Google Calendar) to schedule client tax planning sessions, personal return drop-offs, and financial reviews instantly.
Interviews prospects on entity structure (LLC, S-Corp, C-Corp), revenue size, and bookkeeping needs. Qualifies high-value clients and logs direct summaries to your CRM.
Guides clients who need to upload W-2s, 1099s, or tax worksheets by instantly texting a secure link to your practice portal (SmartVault, Canopy, ShareFile) during the call.
Answers client inquiries regarding quarterly filing deadlines, extension requests, standard deductions, and basic filing statuses using RAG indexed policy sheets.
Flags urgent calls regarding IRS notices, state audits, or legal tax correspondence and instantly transfers them to your senior CPAs with full call summaries.
Verifies client invoices, checks payment status via billing platforms, and walks clients through online payment setups (CPAcharge, Stripe) securely.
Live call feeds, CRM qualifying metrics, tax schedules, document logs — all in one centralized hub.
See every client interaction in real time — caller name, inquiry type (tax appointment, IRS notice, document portal help), and call resolution status.
Review transcripts of every phone call. Search by client names, policy types, or audit notice numbers to ensure complete compliance.
Track daily call volumes, busiest consultation booking times, client qualification rates, and time savings during high-volume tax season spikes.
Every completed call pushes structured logs — client name, tax return category, documents needed — straight into Canopy, Drake, or TaxDome.
Identifies prospective business leads, IRS audit letters, or billing disputes on call and transfers them directly to designated departments.
Complete summaries of calls handled, appointments scheduled, document portal link texts sent, and CSAT scores sent to partners every Monday.
Real metrics from CPA and accounting firms using RhinoAgents voice AI.
How CPA practices are billing more without adding seasonal headcount.
"During tax season, clients would constantly hit voicemail. Deploying RhinoAgents took 10 minutes, and we immediately saw our weekly consultation bookings jump from 9 to 27 by answering after-hours and weekend leads."
"Our admins used to spend hours texting and emailing portal links for W-2 and 1099 uploads. The AI agent handles document verification on-call, sending secure links instantly. Our document hold-up backlog dropped by 73%."
"Every incoming business inquiry is now qualified instantly. The AI logs entity structures and revenue sizes. We start call-backs with all client data already in our dashboard, pushing our advisory conversion to 97%."
Connect with your CRM, practice management systems, document portals, and calendar in clicks.
Drake Software, CCH Axcess, Canopy CRM, TaxDome, Canopy, UltraTax CS
QuickBooks Online, Xero, Sage accounting, Wave Financial
Twilio, RingCentral, Zoom Phone, Aircall, Exotel, Vonage Business
Calendly, Google Calendar, Microsoft Outlook, Acuity Scheduling
SmartVault, Citrix ShareFile, Google Drive, Box, SmartVault API
CPAcharge, Stripe, QuickBooks Billing, Razorpay
From local CPAs to multi-office regional firms, RhinoAgents scales with your client base.
While our self-serve dashboard allows you to deploy receptionist agents in under 10 minutes, we know configuring software APIs and custom prompting can sometimes feel overwhelming.
RhinoAgents offers Done-For-You setup support at a rate of $50 per hour. Our team will design, integrate, test, and launch your Voice AI agent for you.
Our engineering experts will write and optimize the system prompts to perfectly match your brand guidelines, specific use cases, and business terms.
We'll connect your scheduling tools, CRMs (HubSpot, Salesforce, Zoho), or industry-specific software databases securely to keep bookings and contacts synced.
Before going live, we perform mock calls to test response latency, verify voice naturalness, and configure fallback routing rules.
Straight answers — no fluff.
Stop losing business clients to voicemail and slow seasonal BDC lines. Give your firm a voice AI agent that schedules consultations, qualifies leads, and answers standard FAQs 24/7.