Pick a use case, plug in your number, choose a voice, write instructions in plain English. That's it.
Tax appointments, document inquiries, deadline reminders, new business leads — pick what your firm needs most.
Link your existing firm number or get a new one. Works with Twilio, RingCentral, Vonage, and more.
Pick a tone that fits your brand — friendly, professional, or conversational. Preview it before going live.
Tell the agent your firm name, escalation rules, and specialized services in plain English. Hit create. You're live.
Every unanswered call is a business owner looking for a new CPA.
From the first ring to a filed return — your agent manages the full client communication process.
No missed leads — your agent picks up every call 24/7, asks preliminary questions, and routes high-value prospects to a CPA instantly.
Caller needs to file their taxes — agent confirms the needed service, picks a time, and syncs the appointment to your calendar automatically.
Collects entity type, revenue size, required services, and current accounting software via voice — logs a structured summary for your team.
W-2 uploads, 1099 requests, missing receipts — the agent securely verifies the client and sends a secure upload link via SMS.
Extension dates, estimated tax deadlines, standard deduction amounts — answered instantly, on brand, without tying up an admin.
Detects an IRS notice or audit inquiry and transfers with full call context — name, notice type, urgency — no repeating details.
Live call logs, lead summaries, appointment schedules, and performance metrics — no more chasing down what happened.
See every inbound call in real time — caller name, inquiry type, duration, and outcome (tax appt booked, new lead qualified, escalated).
Every call transcribed and searchable. Review any conversation, coach your team, and use it for quality assurance.
Daily and weekly call counts, peak hours, busiest days, and how many your AI resolved vs. transferred to staff.
Every lead call generates a structured summary — requested service, entity type, revenue size — waiting in your CRM.
Detects high-value business leads or complex audits and flags them for immediate CPA escalation — never let a hot lead cool off.
Weekly reports on calls, tax appts booked, new business leads, and document inquiries — sent automatically to your inbox.
Real metrics from accounting firms using RhinoAgents voice AI.
How accounting firms are billing more without adding headcount.
From 9 tax appointments booked per week to 27 — all after-hours calls answered and converted overnight without an admin.
AI handles all routine document inquiries — CPAs focus on returns, not the phone. Client satisfaction scores jumped.
Every new business call now gets fully qualified and logged. Partners review structured summaries before calling back — close rate improved significantly.
AI handled all extension dates, estimated tax deadlines, and standard deduction FAQs — freeing CPAs to spend time on complex resolutions.
Saturday call volume 2.5× higher than weekdays — AI absorbed every call, staff arrived Monday to a full test drive calendar.
No switching platforms. Connect to your DMS, CRM, phone system, and calendar and start working immediately.
CDK Global, Reynolds & Reynolds, DealerSocket, Tekion, RouteOne
VinSolutions, Elead, DealerSocket CRM, Salesforce, HubSpot
Twilio, RingCentral, Aircall, Vonage, 8x8, Telnyx
Google Calendar, Outlook, Calendly, Xtime, Dealertrack Fixed Ops
Cars.com, CarGurus, AutoTrader, vAuto, Lotame inventory API
AI Chat Agent, AI Lead Nurture, AI Finance Pre-Qualification Agent
Single rooftop or multi-brand auto group — RhinoAgents scales with your operation.
Straight answers — no fluff.
Stop losing buyers to voicemail and slow BDC response times. Give your dealership a voice agent that books test drives, qualifies trade-ins, and schedules service while your team sleeps.