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  1. Industries
  2. Accounting Firms

The front desk for Dallas accounting and tax firms.

February through April, the phone doesn't stop. "Did you get my W-2?" "When's my refund?" And you're still chasing documents.

Nora answers in your firm's name, books the appointment, takes the message for the preparer, and sends you a summary of every call. Texts start once your business texting is approved; email until then.

Book your 15-minute business review
Designed by Centera
Ledgerly Bookkeeping, a made-up demo shop: its website on a computer
The same demo shop on a phone
Ledgerly Bookkeeping Bookkeeping See the demo

A day in your shop

  1. 9:10 am

    “Did you get my W-2?”

    Nora takes the message for the preparer and tells the client when to expect a reply.

  2. 1:00 pm

    A new client wants a tax appointment

    Nora books the tax appointment and sends the reminder.

  3. 4:30 pm

    A client asks a question on your website

    Nora answers the website question, in English or Spanish.

Next What does it do for me?

What it does for you

  • Nora on your calls and your website chat, in English and Spanish: she answers, books appointments and takes messages
  • Online booking on your own page, and reminders before every visit
  • Every customer is asked for a review; you hear about any complaint right away
  • One inbox for calls, texts, Facebook and website messages
  • Try it free for 7 days on a Centera number, before you pay anything

Example website chat (scripted)

CustomerDid you get my W-2? I sent it Monday.

Website chat (AI)I can't check documents, but your team can. Anything else?

CustomerI'm still missing my mortgage statement.

Website chat (AI)Noted. Your team gets both questions.

What you get: W-2 sent Monday · Missing mortgage statement

Month to month after the first 30 days.

Next What else, monthly?

Marketing

What we'd post for you

  • Post

    Checklist: documents to bring this tax season

  • Reel

    Deadlines small-business owners miss

  • Post

    Meet your preparer, in English and Spanish

See the plans

Questions

How do tax preparers get more clients?

Answer every call in season, let new clients book online, and ask every client for a review when the return is done.

Who answers my firm's phone in tax season?

Nora, your firm's assistant. She answers, books the appointment and takes the message for the right person.

Does Nora give tax advice?

No. She books the appointment and takes the question for your preparer. She does not look up client files.

Does Nora answer in Spanish?

Yes. She answers in English or Spanish, the way the caller speaks.

Can I try it first?

Yes. Nora answers on a Centera number free for 7 days, and the report on your firm is free.

Next What happens after I click?

How it works

  1. Get your free report, or book your 15-minute business review.

  2. Try Nora on your calls free for 7 days.

  3. Pick the plan that fits. Month to month.

One small job first. See if we're any good.

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