u/KiwiDesperate1845

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:

  1. Feedback: If you’ve switched to an AI receptionist, what were the pros/cons? How did clients react to a non-human voice?
  2. Reliability: Is it "set it and forget it," or does it require constant babysitting?
  3. 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?

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u/KiwiDesperate1845 — 8 days ago