It greets and routes
It answers in your firm’s name, finds out the reason for the call and routes it to the right staff member.
AI for accounting firms
A firm clients can reach, even at tax season
Fair Call answers your clients’ calls and takes appointment requests. Fair Note writes up your client meetings. Your team stays focused on client work.
The problem
The phone rings most when you have the least time.
Spikes at every deadline
Tax returns, sales tax, year-end close: calls pile up exactly when your team is swamped.
The same requests
Documents to send, deadlines, status updates: many of the calls sound alike.
Meetings to document
Summarizing a client meeting takes time, often in the evening.
How Fairwai handles it
Your firm’s front desk and memory.
Your greeting rules, your staff, your calendars.
It books the appointment
Annual review, new company setup, year-end financials: right on your firm’s calendar.
Fair Note takes the notes
After the meeting, the notes are ready: requests, documents to send and next steps.
What changes
Fewer interruptions, better client follow-up.
- No tax advice. The agent takes the request, the accountant answers.
- Confidentiality. Role-based access, encrypted data.
- Hosted in Europe. GDPR-compliant.
- Custom templates. A notes format for each type of meeting.
Call excerpt, accounting firm
ClientHi, I never got the list of documents for my year-end financials.
ClaireI’ll let your accountant know so she can resend it today. Would you also like a meeting to go over it?
ClientYes, early next week.
ClaireI can offer Monday at 10am or Tuesday at 2pm. Which do you prefer?
Message passed on and meeting offered.
Integrations
With your firm’s calendar and video conferencing.
Outlook
Google Agenda
Microsoft Teams
Zoom
Calendly
HubSpotDoes the agent give advice?
No. It greets, routes, and takes messages and appointments. The substance stays with the professional.
Is client confidentiality protected?
Data is encrypted and accessible according to roles you define. With the desktop app, the audio is captured on your computer.
Can we use it only during busy periods?
Yes. You turn it on and off with one click from the agent’s page.
These solutions may also interest you
All solutionsThe easiest way is to hear it.
One minute on the phone with Claire, our voice agent, then 30 minutes with the team if you’d like.