Accounting Firm Voice AI That Doesn't Lose the Client

RhinoAgents connects directly via certified APIs with your practice management software (TaxDome, QuickBooks Online, Drake Tax, or Calendly). It queries real-time partner calendar slots, taxpayer record statuses, and filing checklists in under 500 milliseconds.

Yes — RhinoAgents connects natively with Calendly, TaxDome Service, and certified accounting firm scheduling engines. It reads live advisor schedules, quotes maintenance package prices, and writes confirmed appointments into your service dispatch board.

RhinoAgents can run automated outbound phone campaigns to tax filing owners with open urgent tax deadlines, verifying their Tax File ID, explaining the safety issue, and booking priority tax review appointments, generating significant high-margin client advisory revenue.

When an in-market client displays strong purchasing intent or asks for a specific out-the-door price, the AI executes an immediate warm transfer to your on-duty senior tax manager, providing a spoken briefing of the tax filing and client budget before handing off.

This voice AI agent is built for accounting and tax practices across 3 primary tiers: (1) Solo CPAs & Independent Tax Preparers (1–5 Accountants) wanting 24/7 client intake without missed calls or high front-desk overhead; (2) Multi-Partner Accounting Firms (6–25 CPAs) needing high-volume tax season consultation scheduling and automated e-file status deflection with TaxDome/QuickBooks sync; and (3) Regional & National Accounting Practice Networks (10+ Practice Branches) requiring multi-location routing, centralized CRM intake, and partner calendar dispatch.

RhinoAgents operates on a transparent credit-based model with zero per-seat human license fees. You start with 1,000 free execution credits on our 14-day Free Trial ($0). Monthly plans start at $20/month (Starter: 10,000 credits/mo), $49/month (Pro: 50,000 credits/mo), and $99/month (Business: 150,000 credits/mo). Credits are consumed based on call duration and workflow actions (such as streaming speech recognition, real-time reasoning, voice synthesis, and CRM/calendar updates). Unlimited human team members and managers can collaborate on the platform without paying per-seat penalty fees.

RhinoAgents pays for 100% of the underlying AI model costs (LLM tokens for GPT-4o, Claude 3.5 Sonnet, Gemini, etc.), ultra-low latency voice synthesis engines, streaming speech-to-text, and cloud computing infrastructure—all covered directly by your monthly credit alportalment. You never need to purchase or supply your own OpenAI, Anthropic, or voice model API keys. The customer is only responsible for their own external third-party software subscriptions and telephony accounts (such as your existing CRM, scheduling software, Twilio phone numbers, SIP trunk provider, or mobile carrier forwarding fees). RhinoAgents connects seamlessly via native 1-click integrations with zero software markup.

Our guided onboarding portal makes self-serve configuration fast and simple. You configure four core areas:

• Voice & Persona: Select a natural studio voice, set speaking cadence and greeting tone, or clone your accounting firm's existing Client Intake voice.
• Accounting Firm Knowledge Base: Upload your PDF service maintenance menus, statutory filing policies, office hours, directions, and tax filing pricing guidelines.
• Tools & DMS Connectors: Enable certified two-way integrations with TaxDome, QuickBooks Online, Drake Tax, Salesforce, Calendly, or custom webhooks.
• Telephony & Escalation: Set up simple call forwarding from your existing office or service phone lines, and define desk manager warm transfer rules.

Most accounting firms complete self-serve configuration in under 30 minutes with zero code required.

Yes, absolutely! While RhinoAgents is 100% self-serve with zero mandatory setup fees, we offer an optional White-Glove Done-For-You Setup Service for accounting firms that prefer a turnkey rollout.

Our accounting and tax solutions engineers will handle end-to-end implementation: custom prompt engineering, voice cloning, uploading service menus, configuring multi-practice branch department routing, certified DMS/CRM API connections, and running live end-to-end test calls with your floor managers.

For self-serve setup, accounting firms can be live and taking inbound customer calls in 15 to 30 minutes. For white-glove managed onboarding, implementation typically takes 2 to 5 business days depending on DMS credential provisioning and custom workflow testing.

Once live, your team has full access to the Real-Time Live Command Center with instant call analytics, audio playback, sentiment tracking, and transcript inspectors. Continuous AI model updates, low-latency engine improvements, and direct technical support are included with your monthly plan with no maintenance fees.