---
title: "AI for Accountants | CPA Firms & Auditors - Natalia"
description: "During tax season, every missed call is a stressed client. Natalia answers 24/7, filters urgencies and schedules appointments."
url: https://getnatalia.com/en/accountant
lang: en
---

  

Accountant

# Tax season? Natalia handles your calls

January through May, the phone never stops. Your team is buried. Natalia answers, qualifies and schedules appointments while you close the books.

[Watch the demo](https://getnatalia.com/en/contact)

24/7

100%

**An average firm misses 23% of incoming calls** during tax season.

## What blocks every year

1.  ### January-May peaks

    VAT returns, tax filings, year-end closings... Your team is on files, not on the phone.

2.  ### Anxious clients

    'Where's my return?' 'Did you get my documents?' The same questions, a hundred times a day.

3.  ### Lost prospects

    A business owner looking for an accountant calls 3 firms. The first to answer wins.

4.  ### Document follow-ups

    Chasing clients for missing documents takes forever. And it starts all over again every year.

A prospect who gets an appointment within 24h **signs 4x more often than one called back at D+3.**

## What Natalia does

-   ### Immediate response 24/7

    Even at 9pm when you're finishing a filing. The client knows their message was received.

-   ### Prospect screening

    Company size, tax status, needs. Natalia asks the questions before the first meeting.

-   ### Automatic document follow-up

    Natalia sends reminders via WhatsApp with the list of missing documents. Response rate 3x higher than email.

-   ### Direct appointment booking

    Syncs with your calendar. Appointments book themselves.

## Compatible with your tools

Plugs into your software

QuickBooks Xero Sage FreshBooks Wave Zoho Books Google Calendar Outlook WhatsApp Business Gmail

## What it handles in practice

Your team focuses on files. Natalia handles the flow.

1.  ### Case status updates

    'Was my return filed?' 'Did my estimated payment go through?' Natalia responds with real-time status.

2.  ### Year-end meeting booking

    Natalia offers available slots and confirms automatically by SMS or WhatsApp.

3.  ### Document collection

    Automatic reminders with personalized checklist. Client responds directly via WhatsApp with documents.

4.  ### Prospect screening

    Business type, revenue, headcount, tax status. Info arrives before the first call.

## For whom ?

If your phones ring unanswered during tax season

### Independent practices

2 to 10 staff. Every missed call counts. Natalia absorbs the overflow without hiring.

### CPA partners

Large client base, demanding clients. Maintain service quality even in January.

### Auditors

Seasonal but intense engagements. Natalia handles the flow between audit seasons.

### Need end-to-end support?

For optimal Natalia integration in your organization, our partners [NoBullshit Conseil](https://nobullshitconseil.com/?mtm_campaign=partner&mtm_source=natalia&mtm_medium=referral) support call flow auditing, deployment and team training.

[Discover the full journey](https://getnatalia.com/en/partner-nobullshit-conseil)

## Natalia runs the front desk, your accountant keeps the expertise

A VAT deadline follow-up, a missing invoice collected, the tax question routed to the accountant.

N

Natalia

Online

Hi, Marc Lefevre, Lefevre Menuiserie. When's the VAT return due again?

9:10

Hi Marc. Deadline is the 24th. Still missing the Dubois invoice for 1,200€ to close the file.

9:13

I have it, sending it now.

10:12

Got it, thanks. Passing it to Sophie, your accountant.

10:15

Great. One more thing, can I expense a client meal from last week?

11:14

That one's for Sophie, I won't decide it. I'll pass it along with the invoice, she'll get back to you today.

11:17

Ok, thanks.

12:16

I'll confirm as soon as she's handled it. Have a good day.

12:19

Type a message

## Other industries we cover

### Automotive dealerships

Voice AI for new/used car dealerships and service centers

<https://getnatalia.com/en/automotive>

### Call centers

Automate 60% of your inbound calls

<https://getnatalia.com/en/call-center>

### AI Voice Assistant

AI that picks up, qualifies and routes 24/7

<https://getnatalia.com/en/voice-assistant-ai>

## Try it before the next tax season

30-minute demo with a scenario built for your firm.

[Request a demo](https://getnatalia.com/en/contact)

## Natalia also runs as a call center solution

The AI answers inbound calls 24/7, qualifies them, and routes to the right agent.

[See the AI call center solution](https://getnatalia.com/en/call-center)