"Can you do my taxes?"
Asks the qualifying questions you specify, texts the matching document checklist and books the intake with the right preparer.
Business textingThe week
The calls that go unanswered today
Each one is a client, a claim or a job that went to whoever picked up.
- TUE 11:35A new client three weeks before the deadline
Signs with the firm that answered. Yours went to voicemail during a client meeting.
- MON 08:45"Did you get my W-2?"
A twenty-second answer that becomes a callback nobody has time for in March.
- THU 16:10A business client with a payroll question
Monthly clients expect a person, not a voicemail greeting.
- FRI 19:00Someone who just got an IRS letter
Panicked callers call the next firm on the list.
Setups by size
How accounting firms run Ody, at every size
Pick the shape of your business. Every feature below links to its own page; every setup is one you can build in an afternoon.
The phone stops interrupting the return
Answer every call in March without answering every call.
The firm number rings the app on your desk; when you're deep in a return, the receptionist takes the call, texts the document checklist and books the appointment. Voicemails that do land arrive as transcripts you read between clients.
- Business voicemailVoicemail transcripts you read between returns
Every number gets voicemail with a custom greeting and a transcript in the inbox on every plan. "Did you get my W-2?" is a five-second read. Or route the line to the receptionist and skip voicemail.
- AI receptionistThe receptionist during client meetings and after hours
Inside your hours the line rings your phone and the receptionist picks up if you don't. Outside them it answers first ring, texts checklists and books intakes for the week.
- Business textingDocument checklists and portal links by text
Send the right checklist for the client's situation and the secure-portal link from the firm number, replies in the client's thread. One-time 10DLC registration at onboarding.
- Phone numbersA firm number separate from your cell
One local number is included with your seat. Clients and the IRS get the firm number; your cell stays yours.
AI receptionist
The calls an accounting firm gets, all season long.
You describe services, fee ranges, document checklists, deadlines and the questions you never answer on the phone. The receptionist handles the routine and routes the rest.
"What do I need to bring? Did you get it?"
Sends the checklist and the portal link; for "did you receive it", takes a message for the preparer rather than guessing.
How the receptionist works"When is the extension due?"
Answers the general deadline questions you've written in and never gives advice about the caller's specific return.
How the receptionist worksBookkeeping and payroll questions
Routes to the right team by menu during hours, and takes a detailed message with the client's details after.
Shared inbox"I got a letter from the IRS"
Calms the caller with your standard guidance, asks them to upload the letter to the portal, and creates a priority task for the CPA.
How the receptionist worksEvenings and weekends in March
Answers first ring, texts checklists, books intakes for the week, texts back anyone who hung up.
How the receptionist worksThe record
Every client conversation documented and searchable.
On Growth and above, each recorded call is transcribed with speaker labels and summarized into the client, the question, what they were told and the next step. Voicemail transcripts are on every plan, and in March that alone saves an hour a day.
- Recording, transcript and AI summary on every answered call on an enabled line
- Search by client, form name or phrase
- Summaries posted to Slack or pushed to your practice software through Make
- Voicemail transcripts on every plan
Call summaryGenerated by Ody
- Caller
- New client · +1 (512) 555-0431
- Reason
- Individual return with delivery-app side income; needs filing before the deadline.
- Told
- Individual + Schedule C checklist and portal link sent by text.
- Next action
- 45-minute intake booked with Erik, Mon 2:00 PM.
Your stack
Works alongside your practice software
Native integrations are listed as such. Tax and practice-management platforms have no native connection yet, so Ody reaches them through Make, webhooks or the REST API.
- Karbon, Canopy, TaxDome, QuickBooksMake, webhooks or APIAPI docs
Push call summaries and intake details into the client record via Make or the REST API webhooks
- CSV importNativeIntegration
import your client list so callers show up by name
- StripeNativeIntegration
invoice and payment status on the client thread
- Asana, ClickUp, MondayNativeIntegration
callbacks and missing-document follow-ups as tasks
- MakeNativeIntegration
connect the rest of your stack
Browse all 43 integrations, or connect anything else through Make and the REST API.
Rollout
Live in an afternoon, not a quarter
No hardware, no consultant, no call-flow diagram. Four steps and the line is answered.
- 01
Port or add numbers
Bring the firm's number over before January. Porting is free and the old line keeps working until cutover.
- 02
Describe the firm
Services, fee ranges, document checklists by situation, deadlines, what you never answer on the phone.
- 03
Set the routing
A menu by service, ring orders per team, and what the receptionist does during meetings and after hours.
- 04
Tune it in February
Read a week of transcripts, tighten the checklists, then let it book more of the intake calendar.
Resources
Guides for accounting firms
The concepts behind this setup, explained without the jargon.
What businesses need to know about voicemailLearn how greetings, no-answer timers, transcription, and shared boxes work, and why ringless voicemail is regulated as a call.Read guide What businesses need to know about IVRLearn how auto-attendants, DTMF digits, and multi-level menus route inbound callers before a person answers.Read guide What businesses need to know about 10DLCHow US carriers treat A2P SMS on local numbers: brand registration, campaign registration, third-party vetting, and the throughput that follows.Read guide
FAQ
Accounting & tax firms: common questions
More industries
Also in professional services, and nearby
Firms where the first call decides who gets hired.
Professional servicesInsurance agenciesClaims, quotes and renewals answered at 9pm on a Sunday.Professional servicesLaw firmsIntake calls answered while you're in court, every call on the record.Professional servicesAgencies & consultantsA client-facing number per account, calls logged to the CRM, AI in your chat tools.Professional servicesFinancial advisorsClient calls recorded and summarized, prospects booked, nothing on a personal cell.Professional servicesStaffing & recruitingCandidate calls answered, shift confirmations texted, recruiters measured.Professional servicesIT services & MSPsA support line with a menu, an on-call ring order and tickets in Zendesk or Freshdesk.
Comparing options? Ody vs Ruby · Ody vs Grasshopper · Ody vs Google Voice
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