Book a Demo AI RECEPTIONIST · TAX ADVISORY
The AI receptionist for tax advisory firms answers the researching owner’s call, screens the opportunity, and books the discovery meeting with your advisor. It handles client admin between quarterly reviews — inside QuickBooks, Karbon, and Canopy — and leaves the planning to your licensed pros.
One demo line · every tax & accounting workflow
Try: “I have the documents you asked for.”
No signup, no sales rep — just call it.
Take an inbound call, understand the client’s tax situation enough to size the appointment correctly, find a real open slot, book it, tell the client exactly what to bring, and confirm the details before ending the call.
Thank you for calling Meridian Tax and Accounting. This is David. How can I help you today?
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Take an inbound call, understand the client’s tax situation enough to size the appointment correctly, find a real open slot, book it, tell the client exactly what to bring, and confirm the details before ending the call.
+270 moreResolution rate
Always available
Languages
Avg. handle time
Platform integrations
Keep your stack. Lumi works on top of it.
No rip-and-replace — Lumi layers onto your practice-management & tax software. 270+ integrations.
QuickBooks Online
XeroUCUltraTax CSLaLacerteDrDrakeCACCH AxcessTaxDome
Canopy
KarbonSaSafeSendCalendlyThe researcher on line one
The caller has already read the articles. Now they’re choosing a firm — and the choice usually goes to whoever answers, asks intelligent questions, and puts a discovery call on the calendar while the other two firms’ phones are still ringing.
A business owner sorting advisory firms from prep shops. Answered with how your planning engagements actually work, this call becomes a discovery meeting; sent to voicemail, it becomes someone else's client.
The researcher call. The question itself belongs to your licensed advisor — but the caller is really choosing a firm, and the front desk that screens well and offers a discovery slot is the one they choose.
An equity event with a real calendar behind it. The trigger, the timeline, and the revenue picture need to be captured now and put in front of an advisor — not summarized from a voicemail.
The question that gates a multi-thousand-dollar annual relationship. Answered with your published structure and process, it moves to a discovery call; left hanging, the researcher keeps dialing.
An existing planning client between touchpoints. Scheduling, document lists, and confirmations are pure admin — none of it should land on a partner's desk.
A missed emergency call announces itself. A missed advisory inquiry doesn’t — the prospect simply signs elsewhere, and a fee worth thousands a year never appears in any report you read.
What is an AI receptionist for tax advisory firms?
An AI receptionist for tax advisory firms answers planning inquiries live, around the clock, in the window when a business owner researching entity elections, an equity event, or a multi-state move is calling two or three firms at once. It describes the firm’s engagements and fee structure, screens the opportunity — entity type, revenue band, planning trigger, timeline — books the discovery call on an advisor’s calendar, and writes the brief into TaxDome, Canopy, or Karbon. Between quarterly reviews it schedules touchpoints, requests updated financials, and confirms meetings for existing clients, in 70+ languages. Consistent with Circular 230 it is administrative only: it never recommends a structure, never interprets a strategy, and never estimates savings — every substantive question routes to a licensed CPA, EA, or advisor. It verifies identity before discussing engagement details, uses client information only to serve the client (§7216), and operates inside the firm’s WISP. Lumi is the front desk that wins the first touch.
Where the engagement is won or lost
Every advisory engagement starts as a phone call from someone comparing firms. Here’s each stage with both endings — the live, screened first touch versus the voicemail path — and where the leak happens when nobody answers.
Answered liveAn owner just read about S-corp election, took an equity windfall, or opened in a second state — and calls two or three advisory firms off the same search page. Lumi picks up on the first ring, any hour.
Voicemail pathAt most firms this call lands in voicemail. Researchers rarely leave a message — they just dial the next result.
Answered liveA calm, professional voice that can actually describe your planning engagements, your consult structure, and your fees — so the caller stops shopping and starts talking.
Voicemail pathA next-morning callback races a competitor who answered yesterday. By then the conversation has already happened — somewhere else.
Answered liveSmart questions, asked conversationally: entity type, revenue band, the planning trigger, the timeline, the current accountant. The brief is written into TaxDome, Canopy, or Karbon as the call ends.
Voicemail pathA name and number with no context. The advisor calls back blind and spends the first fifteen minutes asking what Lumi would have already captured.
Answered liveA real slot on the right advisor's calendar, offered on the first call — with the screened brief attached, a confirmation sent, and a reminder queued.
Voicemail pathPhone tag. Two humans trading windows across a week, while the prospect accepts the firm that offered a time on day one.
Answered liveYour advisor walks into the discovery call already briefed and spends the hour on the planning conversation. The engagement — often thousands per year, for years — signs with the firm that ran the first touch well.
Voicemail pathThe silent loss. No complaint, no missed deadline, nothing in any report — the recurring fee simply starts at a competitor.
Lumi runs the top of this funnel — answering, screening, booking. Your advisors run the bottom — the discovery conversation and the planning itself. No tax strategy is ever discussed at the front desk.
The difference a comparing prospect feels
A voicemail or answering service
Lumi
A message slip is a prospect still comparing firms. A screened brief with a discovery call on the calendar is a prospect who has stopped looking — and an advisor who walks into the meeting already prepared.
Switched on from the first inquiry
Every play is wired before the first researcher dials — inbound reception that screens and books, and outbound admin that keeps the quarterly cadence from slipping. Turn any one on or off; add your own.
Winning the inquiry is just the front door
Those day-one plays are just where Lumi starts. It keeps going — the quarterly cadence, the document requests, the confirmations, the engagement-letter follow-through — always leaving the planning itself to your licensed advisors.
Voice, SMS, web chat, WhatsApp, email — the owner who calls at lunch and emails a follow-up question that night stays one screened record. Nobody re-tells their situation from the top.
Entity type, revenue band, the planning trigger — election window, equity event, new state — plus timeline and current accountant. Gathered conversationally, the same way every time, and written into your practice software.
Consistent with Circular 230, Lumi never recommends an entity structure, never interprets a strategy, and never estimates what anything might save. It describes your firm and process; the planning itself belongs to your licensed CPA, EA, or advisor.
It confirms an existing client against your records before discussing engagement details, uses client information only to serve that client (§7216), and operates inside your firm's written information security plan.
Review scheduling and confirmations, updated-financials requests ahead of each touchpoint, engagement-letter e-sign nudges, no-show re-books — the relationship admin that otherwise eats advisor hours.
An election window closing, a year-end transaction that can't wait — flagged and escalated to your on-call advisor with the screened brief attached, not buried in a message queue.
70+ languages, 24/7 — the founder who finally has time to call at 8 PM gets a live, patient conversation, and the screened inquiry is in your system before the next morning's standup.
TaxDome, Canopy, Karbon, CCH Axcess, UltraTax CS, QuickBooks Online, Calendly — screened briefs, discovery bookings, and review schedules land where your team already works. No rip-and-replace. 270+ tools.
No rip-and-replace
Your practice-management system, your tax software, your scheduling links — Lumi works inside them, not instead of them. Screened briefs, discovery bookings, review schedules, and document requests post straight into the systems your advisors already trust — 270+ tools in all.
QuickBooks OnlineXeroUCUltraTax CSLaLacerteDrDrakeCACCH AxcessTaxDomeCanopyKarbonSaSafeSendCalendlyBuilt for a firm bound by Circular 230
A firm that sells judgment can’t have a front desk that improvises it. These four walls are wired in before the first inquiry — so the reception stays administrative and the advice stays with your licensed advisors.
Consistent with Circular 230, Lumi never gives tax planning advice, never recommends an entity structure or election, and never estimates what a strategy might save. It answers factual questions about your firm, screens, schedules, and routes — every substantive question goes to your licensed CPA, EA, or advisor with the full brief attached.
What a prospect or client shares is used solely to screen, schedule, and route their matter, consistent with §7216 — never repurposed, never sold. Lumi handles the minimum necessary and logs every interaction back to the record.
Lumi runs within your written information security plan: identity confirmed before any engagement detail is discussed, access scoped to what the task requires, and a complete trail of every touch. It's your front desk, held to your controls.
Lumi reads and writes the practice software your advisors already run — TaxDome, Canopy, Karbon — and books against the calendars you already keep. Nothing to migrate, nothing to replace.
Case file · tax advisory practice
~120 clients on quarterly planning · TaxDome + Calendly · before: inquiries rang to whichever partner wasn’t in a meeting, or to voicemail
evenings and weekends included — when owners finally have time to research
screened and on the calendar before an advisor ever dialed
every discovery conversation starts from a written, screened brief
quarterly scheduling, confirmations, and document requests off the partners' desks
“Prospects would call while both of us were in client meetings, and we’d find out days later — if we found out at all. Now every inquiry gets answered, the brief is waiting in TaxDome, and the discovery call is already on my calendar. It never touches the planning — the moment someone asks whether they should elect S-corp, that question comes straight to me.”
Illustrative composite from typical early-quarter results — names and figures are illustrative, not a guarantee of results, until our first public advisory-firm case study lands.
Objections, welcome
No — and it's built not to. Consistent with Circular 230, Lumi is an administrative receptionist: it describes your firm, your engagement structure, and your published fees, screens the opportunity, and schedules the discovery call. It never recommends an entity structure or election, never interprets a strategy, and never estimates what anything might save. The moment a caller asks 'should I be an S-corp?' or anything like it, the question is captured verbatim and routed to your licensed CPA, EA, or advisor.
Your discovery-screening sheet, run conversationally: the entity type, the revenue band, the planning trigger — an election window, an equity event, a multi-state expansion — the caller's timeline, who handles their books and taxes today, and the best contact. Vague answers get gently narrowed into usable facts, and the whole brief lands in your practice software with the discovery call already on the calendar.
Lumi verifies identity against your records before discussing any engagement detail with an existing client, uses what a prospect or client shares only to screen, schedule, and route their matter consistent with §7216, and operates inside your firm's written information security plan — access scoped, minimum necessary handled, every interaction logged back to the record. Bring your specific obligations to the demo and we'll walk through exactly how data flows.
It works from what you publish: your engagement tiers, your consult structure, whatever you've decided prospects should hear. It presents that clearly and moves the conversation toward the discovery call. It never negotiates, never invents a number, and never frames pricing as a savings projection — the value conversation belongs to your advisor in the discovery meeting.
The relationship admin: scheduling and confirming the next review, requesting updated financials and documents ahead of the meeting, rescheduling no-shows, and answering factual questions about your firm and process — identity verified first. Anything substantive about the plan itself goes to the assigned advisor with context attached, so clients feel looked after without a partner touching the phones.
Flat monthly pricing, sized to your inquiry volume and the channels you switch on — not a per-minute meter. A solo CPA doing planning on the side and a multi-advisor practice are scoped differently, so the honest answer depends on your setup. Book a demo, tell us your volume and practice software, and we'll put a number in front of you. One signed advisory engagement typically covers a long stretch of the bill.
Guides & comparisons
Give her your inquiry line.
Open the demo and call the way a researching owner does — ask how planning works, ask about fees, then ask a strategy question. Watch it describe the firm, screen the opportunity, book the meeting, and hand the strategy question to a licensed pro. Then bring your inquiry volume and your practice software to a walkthrough.
(520) 464-4494
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