Capture every client during tax season and beyond
Your AI receptionist answers every call—while you focus on returns and deadlines— qualifies prospects, and books consultations. Never lose a client to a missed call again.
Sound familiar?
Every missed call could be a long-term client relationship
Tax season call overload
January through April your phone never stops. You're deep in returns when prospects call—and they won't wait.
After-hours panic calls
A business owner realizes at 7pm they need help with quarterly taxes. If you don't respond, they find someone else.
Simple questions eat your time
"Do you do bookkeeping?" "What are your rates?" These calls interrupt complex work and could be handled automatically.
New clients slip away
Between existing client work and deadlines, new business inquiries get pushed to "later"—and later never comes.
How Breezy helps accountants & CPAs
Capture every prospect. Focus on the work that matters.
24/7 professional answering
Every call answered with your firm name. AI knows your services, specialties, and can answer common accounting questions.
Service-ready intake
AI captures business type, revenue range, current accounting setup, and specific needs before you call back.
Consultation scheduling
Qualified prospects book consultations directly into your calendar. AI protects your focus time during tax season.
Lead prioritization
See high-value business clients immediately. AI flags urgent tax situations and larger opportunities.
Instant follow-up
After every inquiry, prospects get a text with your services, credentials, and scheduling link.
CRM & client tracking
Every lead flows into your CRM with full context. Track from first call through engagement.
Capture leads from every channel
Clients reach out via web, email, and referrals. Capture them all automatically.
Website Forms
Capture and qualify website inquiries
Auto-respond to email inquiries
Google Business
Handle Google profile messages
QuickBooks Leads
Capture referrals from QuickBooks
Web Chat
Engage website visitors instantly
Text Messages
Handle SMS inquiries 24/7
Not just capture — attract more clients
Breezy helps you build credibility and generate more qualified leads
Firm website
A professional site showcasing your services, credentials, and client testimonials.
Available nowReview management
Collect Google reviews from satisfied clients. Build trust that wins new business.
Available nowLocal SEO
Get found when people search "CPA near me" or "accountant in [city]".
Coming soonReal scenarios
See how Breezy handles accounting firm calls
"I just got a letter from the IRS about my business taxes. I need someone to help me figure this out ASAP."
AI captures the urgency, business type, and nature of the IRS notice, then books a priority consultation.
"We're a startup with 10 employees and need someone for monthly bookkeeping and payroll. What do you charge?"
AI explains your services, captures company details, employee count, and current setup, then schedules a discovery call.
"My friend Sarah uses you for her business taxes. I just started an LLC and need help getting set up right."
AI notes the referral, captures LLC details and formation date, and books a new business consultation.
Simple, Transparent Pricing
Start free, then add AI and marketing as you grow
Free
Professional
Growth
Accelerate
Need help choosing? Have questions?
Contact us: (628) 266-4233One Platform, Built for Growth
AI receptionist, website, CRM, and marketing automation — everything to run your front office.
Convert leads from any channel, 24/7.
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Multi-Channel AI
AI responds, engages & converts on WhatsApp, Facebook, Instagram, Email & more
Website Chat
AI chat widget embeddable on any website
Lead Forms
Capture and qualify leads from your website
Scheduling
Automated appointment booking and calendar management
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
Work With Your AI Anywhere
