Stop Sending Tax-Season Calls to Voicemail
It's March. You're heads-down in returns and the phone won't stop. New clients, document questions, deadline panics. You can't pick up every call — so some of those clients call the next CPA.
Cira is an AI receptionist for accountants and bookkeepers. It answers every call and text 24/7. It asks what each caller needs, tells them which documents to bring, and books the consult — so you can keep working, not chasing the phone.
Up and running in minutes
You Can't Do Returns and Answer the Phone
When you're deep in a client's books, the phone still rings — and a lot of those calls are new clients ready to sign on.
Clients hire the first firm that picks up
When someone needs their taxes done, they want help now. The firm that answers gets the client.
Tax season buries your phone
January through April, the calls triple. You can't take them all and still hit deadlines.
A front desk person costs $35,000+ a year
Most small firms don't have one. So calls go to voicemail — and voicemail doesn't onboard clients.
Your day is returns, books, and deadlines
You're focused on the work that pays. Every ringing phone is a client you can't talk to right now.
The firm that answers the phone signs more clients — every season.
The Math
One Missed Call = A Client Who Files Somewhere Else
A tax client isn't one return. They come back every year, add bookkeeping or payroll, and refer other business owners. One client is worth $1,500-3,000 a year, and the good reviews bring more.
Miss just 3 new-client calls a week and you could be losing $120,000+ a year in returns and ongoing work.
Cira costs less than one tax return. One new client pays for the whole year.
Cira: Starting at $59/month
ROI: 175x return on investment
How It Works
Answer, Ask, Book — All on Its Own
Cira picks up in 2-3 rings. It sounds like a friendly person who works at your firm.
Answers Every Call
Day or night, even on April 14th. Cira greets callers with your firm's name and asks what they need — taxes, bookkeeping, payroll, or something else.
Takes the Intake
Cira asks the questions you'd ask: personal or business, which tax year, who did it last time, any IRS letters, and the deadline. It writes it all down so the first meeting starts ready.
Books the Consult
Cira explains your services, shares your document checklist, and books the consult on your calendar. Then it texts to confirm and remind.
Every Call Captures
What This Means for Your Firm
Book Every New Client
Someone calls about last year's return while you're with another client. Cira takes the details, explains your services, and books the consult — instead of losing them to voicemail.
Collect the Documents Up Front
Cira tells every caller what to bring — W-2s, 1099s, receipts, last year's return — and can text the checklist. You walk into the meeting with the paperwork already on its way.
Get the Intake Before the First Meeting
Cira asks what you need to know — personal or business, which year, prior preparer, any IRS notices, the deadline. You show up to the first meeting already knowing the situation.
Answer the Common Questions
"Do you do payroll?" "How much for a personal return?" "When's my deadline?" Cira answers from your notes — so callers get a real answer, not a voicemail beep.
Catch Texts and After-Hours Calls
Tax-season questions come at night and on weekends. Cira answers like a person — questions about services, fees, and what to bring — and books the consult by text or phone when you can't pick up.
Cira vs. Traditional Solutions
| Feature | Traditional Answering Service | Human Receptionist | Cira |
|---|---|---|---|
| Availability | Business hours only | 40 hrs/week | 24/7/365 |
| Cost | $500+/month | $35,000+/year | $59-259/month |
| Response Time | Call center delays | Immediate | Instant |
| Knows Your Business | Generic scripts | Requires training | Learns automatically |
| SMS/Text Handling | No | No | AI-powered |
| Spam Blocking | No | No | Yes |
| Appointment Booking | Takes messages | Can book | Books automatically |
| Setup Time | Weeks | Weeks | Minutes |
Work Cira Can Book
Cira knows what to ask for the kinds of work your firm does.
Tax Prep & Filing
- Personal returns (1040)
- Business returns
- Multi-state filings
- Extensions
- Amended returns
Bookkeeping & Payroll
- Monthly bookkeeping
- Catch-up bookkeeping
- Payroll setup & runs
- Sales tax filings
- 1099 prep
Business & Advisory
- New business setup
- Entity selection
- Quarterly estimates
- Tax planning
- Advisory calls
IRS Notices & Trouble
- IRS or state letters
- Back taxes
- Audit support
- Penalty relief
- Payment plans
Setup
Up and Running in Minutes
Connect your firm
Link your website and booking calendar. Cira learns your services, fees, deadlines, and the intake questions you want asked.
Set your rules
Tell Cira what it can quote ("a personal return usually starts at $X"), which documents to ask callers for, which calls book straight to your calendar, and which ones you want to call back yourself.
Forward your calls
Point your number to Cira. It starts answering right away — including the tax-season calls you'd normally miss.
Pricing
One Booked Job Pays for the Year
Simple per-conversation pricing. No per-minute charges. No contracts. Start with a 7-day free trial.
Starter
Most popularPerfect for small businesses that need reliable call and SMS coverage.
- 200 conversations/mo
- $0.79 per additional conversation
- Phone & SMS channels
- 1 phone agent
- 1 call forwarding contact
- Message taking
- Custom questions
- Text scheduling links
- After-hours greetings
- 12 AI voices
- AI-Powered CRM
- Bilingual - English & Spanish
- Spam filtering
- API & Webhooks
- Live support
- Whiteglove onboarding
Growth
For growing businesses that need call transfers and more capacity.
- 400 conversations/mo
- $0.69 per additional conversation
- Phone & SMS channels
- 2 phone agents
- 5 call forwarding contacts
- Message taking
- Custom questions
- Text scheduling links
- After-hours greetings
- 12 AI voices
- AI-Powered CRM
- Bilingual - English & Spanish
- Spam filtering
- API & Webhooks
- Live support
- Whiteglove onboarding
Pro
For established businesses with high call volume and multiple locations.
- 600 conversations/mo
- $0.59 per additional conversation
- Phone & SMS channels
- 2 phone agents
- 10 call forwarding contacts
- Message taking
- Custom questions
- Text scheduling links
- After-hours greetings
- 12 AI voices
- AI-Powered CRM
- Bilingual - English & Spanish
- Spam filtering
- API & Webhooks
- Live support
- Whiteglove onboarding
FAQ
Common Questions
- Can Cira book consults on my calendar?
- Yes. Cira connects to your booking system, sees what's open, and books the consult — with the right service — while you're with another client.
- Will Cira take a real intake?
- Yes. Cira asks the questions you'd ask: personal or business, which tax year, who prepared it last time, any IRS or state letters, and the deadline. You get the notes before the first meeting.
- Can Cira tell clients what documents to bring?
- Yes. Cira shares your document checklist — W-2s, 1099s, receipts, last year's return, business records — and can text it so the paperwork is on its way before the meeting.
- Will Cira give tax advice or quote my refund?
- No. Cira shares general info and your fees, but it never gives tax advice and never estimates a refund — that part is yours. It gathers the details and books the meeting so you can take it from there.
- Can Cira keep up with tax-season call volume?
- Yes. Cira answers every call at once, day or night — even on April 14th when the phone won't stop. No hold music, no voicemail, no missed clients.
- Can I cancel anytime?
- Yes. No contract, no fees, month to month. Most firms keep it once they see the extra clients.
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Ready to Stop Missing New Clients?
Start your free trial. Listen to Cira answer real calls. Watch it take a real intake, share your document checklist, and book the consult. See if it's worth it for your firm.
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