AI 24/7 Receptionist for Tax Services Firms
Julian is your tax firm’s virtual receptionist—answering every call, capturing lead details, and getting new clients booked faster than you can say 'Form 1040'.
Get startedJulian the Phone Agent
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Use Cases
First to reply, first to close. Accelerate pipeline generation with an always-on digital worker, converting prospects 24/7. Julian is your accounting firm’s virtual receptionist – answering every call, capturing lead details, and getting new clients booked faster than you can say “Form 1040.” He ensures that whether it’s peak tax season or the offseason, every prospective client is greeted promptly and professionally.
Inbound qualification and speed to lead
Julian answers inbound calls within seconds, gathering necessary info and qualifying prospects using your criteria before routing or scheduling them.
Lead nurture and funnel optimization
Julian checks back in on old leads. He reignites conversations with prospects who showed interest last season and digs up new opportunities from your CRM.
Consented multi-channel outbound
Julian works 24/7 to engage prospects and scale outreach while maintaining a genuine connection with clients at every touchpoint.
Listen to Julian
Julian delivers delightful and personalized conversations. Always available, endlessly patient, and able to reason, predict, and act in real-time.
A better way to accelerate your inbound conversion.
Sales
Answer every potential client’s call on the first ring, so your firm never loses someone to a voicemail.
Follow up with previous callers or website form submissions and get their appointments on the calendar before they seek out another accountant.
Marketing
Quickly follow up on leads from marketing efforts – whether they came from a seminar, a digital ad, or a referral – converting more inquiries into consultations.
Re-contact prospects who went silent after getting initial information or pricing, and offer timely assistance to bring them back in.
Revenue Operations
Monitor metrics like response time, consultation booking rates, and lead sources to see where new business is coming from and where follow-ups succeed most.
With Julian’s consistent outreach and reminders, no-shows decrease and your firm’s conversion of inquiries to paying clients improves noticeably.
Julian's Average Impact
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.