Never miss a
client call during
tax season again
When every line is ringing and your team is deep in returns, PhoneSteward puts a trained receptionist on every call — live, professional, and ready to capture your next client.
Accounting Firm Stats
Industry averages
300%
call volume spike during tax season
68%
of callers won't leave a voicemail
$120K
average revenue lost per tax season
5x
more likely to engage when answered live
Every missed call is a missed engagement
Accounting firms lose more prospective clients to unanswered phones than to any competitor. Here's how it happens.
Tax Season Call Overload
During January through April, call volume spikes 300%. Your staff is buried in returns and can't answer the phone. Every missed ring is a prospective client choosing the firm down the street.
$120K+
Average revenue lost per tax season to missed calls
Voicemail Kills Trust
People calling about their finances need reassurance, not a recording. 68% of callers seeking an accountant will not leave a voicemail — they simply move on to the next firm on the list.
68%
Of callers hang up on voicemail
New Clients Slip Away
A business owner looking for a new CPA calls two or three firms and goes with whoever picks up first. If your team is in a client meeting, that revenue walks to your competitor.
2–3 firms
Called before a prospect engages an accountant
Purpose-built for accounting firms
Every feature is designed by people who understand tax deadlines, client confidentiality, and the seasonal rhythms of accounting practice.
Tax-Season Overflow Handling
When your lines light up from January to April, our receptionists step in seamlessly. Callers hear your firm name, your greeting, and get the same professional experience as your in-house team.
QuickBooks & Xero Integration
New client details, callback notes, and service requests flow directly into your accounting platform. No double entry, no sticky notes — just clean data in the system you already use.
Client Callback Scheduling
Our receptionists capture the caller's issue, urgency level, and preferred callback window, then slot it into your schedule. You return calls prepared and on your own terms.
Consultation Booking
Prospects can book discovery calls, tax-planning sessions, or advisory consultations directly through your calendar. Automated confirmations and reminders cut no-shows by up to 40%.
Confidential Data Handling
Financial data demands the highest security standards. Our receptionists follow strict protocols for handling sensitive information — PCI-DSS compliant, encrypted, and audit-ready.
After-Hours Coverage Year-Round
Tax deadlines don't follow business hours and neither do your clients. Nights, weekends, and holidays — every call is answered live, so urgent questions never go unanswered.
How Whitfield & Associates doubled new-client onboarding
Whitfield & Associates is a 9-person CPA firm in Austin, Texas, specializing in small-business tax preparation and advisory services. Before PhoneSteward, their two-person front desk was missing an average of 65 calls per month — primarily during the January–April surge and after 5pm year-round.
Within 90 days of switching to PhoneSteward, the firm captured 72% more client calls, nearly doubled new-client onboarding, and cut their cost per acquisition by more than half. The QuickBooks integration eliminated manual data entry, saving admin staff an estimated 12 hours per week.
Whitfield & Associates CPAs
9 staff · Tax & Advisory · Austin, TX
Monthly Client Calls
180
310
Calls Answered
64%
99.2%
New Clients Onboarded
18 / mo
34 / mo
Cost per Acquisition
$110
$48
Bottom Line
PhoneSteward generated an estimated $264,000 in additional annual revenue for Whitfield & Associates at a cost of less than $1,200 per month.
Trusted by CPAs who value every call
Hear from accounting firms that made the switch to PhoneSteward.
“Tax season used to mean triage — we'd come back from lunch to 15 voicemails and no way to prioritize them. PhoneSteward changed everything. Every call is answered, every lead is captured, and the QuickBooks sync saves my admin hours every week.”
Karen Whitfield
Managing Partner, Whitfield & Associates CPAs
Austin, TX
“We were hemorrhaging new-client inquiries after 5pm. Within a month of switching to PhoneSteward, we signed eleven new advisory clients from after-hours calls alone. The ROI isn't even close — it paid for itself in the first week.”
James Nakamura
Founder, Nakamura Tax & Advisory
Seattle, WA
Trusted by 150+ accounting firms across 38 states
PhoneSteward maintains SOC 2 Type II certification and PCI-DSS compliance. All call data is encrypted at rest and in transit. AICPA-aligned privacy controls available on request.
See PhoneSteward for Accounting Firms in action
Book a 15-minute demo and hear exactly how our receptionists handle calls for CPA firms like yours. No commitment, no pressure.