Julian is the AI assistant every accountant wants—handling inbound client intake, asking the right tax-season questions, and syncing with your calendar to schedule qualified appointments.
Get startedJulian the Phone Agent
Active
First to reply, first to close. Accelerate pipeline generation with an always-on digital worker, converting prospects 24/7. Julian is the AI assistant every accountant wants – handling inbound client inquiries, asking the right tax-season questions, and syncing with your calendar to schedule qualified appointments. He captures new leads and gets them booked for you, so you never miss a client during the rush.
Julian responds within seconds to inbound inquiries, qualifying prospects with targeted intake questions before routing them to your team.
Julian reactivates dormant leads. He follows up with past prospects or former clients and uncovers fresh opportunities in your database.
Julian works 24/7 to engage prospects and scale outreach while maintaining a genuine connection with clients at every touchpoint.
Julian delivers delightful and personalized conversations. Always available, endlessly patient, and able to reason, predict, and act in real-time.
Respond to new client inquiries within seconds to maximize conversion to booked consultations.
Follow up with prior clients and inbound leads, getting them scheduled for tax prep appointments right before key IRS deadlines.
Run call campaigns after email blasts or postcard mailers – for example, reaching out to leads who clicked on a tax season promo or inquired online – to secure high-value returns before deadlines.
Re-engage clients who requested a quote or extension but haven’t booked service yet, reminding them of your availability before time runs out.
Track contact attempts, booking rates, and campaign ROI across the season to improve client acquisition strategies year over year.
Julian helps reduce gaps in your schedule by consistently following up, filling cancellation slots, and ensuring you maximize every tax-season lead.
Speed to lead
<20s
Julian calls prospects less than 20 seconds after they complete an inbound form.
Inbound conversion %
+61%
Decreasing lead response time results in a better buying experience.
Win rate
+3.5%
80% of buyers buy from the first vendor to respond. Julian drives a higher win-rate by always being first.