▲ 0 r/taxpros
Replacing my receptionist with AI
My receptionist just put in her two weeks, and I’m considering replacing the role with an AI receptionist to save roughly $40k/year in labor.
The Current Situation:
- The Role: Primarily answering phones (routing calls, basic FAQs) and scheduling. We already have an admin for scanning/back-office work.
- The Gap: I’ll lose the "front door greeter," which may lead to some walk-in interruptions, but the cost savings are hard to ignore.
- The Tech Stack: TaxDome, Google Workspace/Calendar, Drake Tax, and QuickBooks.
What I’m looking for:
- Feedback: If you’ve switched to an AI receptionist, what were the pros/cons? How did clients react to a non-human voice?
- Reliability: Is it "set it and forget it," or does it require constant babysitting?
- Recommendations: Looking for a quality service within a $300/month budget that integrates well with the tech above (especially TaxDome/Google Calendar).
Has anyone here successfully automated the "front desk" portion of their tax firm? Any specific platforms you’d recommend?
u/KiwiDesperate1845 — 8 days ago