AI phone assistant demo
Call the demo assistant.
Hear how a small practice can answer every call, even when the owner is with a client.
Voice demo number coming soon.
What it can do
- Read a sample preparation status. Try demo client ID MLD-1001, MLD-1002, or MLD-1003.
- Explain how QuickBooks setup works with the firm.
- Explain which documents a new client gathers.
- Point you to the Discuss a Project button.
What it will not do
- Give tax advice
- Quote prices
- Take payments
- Send texts
This is an AI demo line. Calls are recorded to improve the demo. Do not share real personal or financial information.
In a real engagement This assistant answers with your own office hours, services, and intake steps, and hands off to you.
Illustrative
How a call goes
Step 1. The assistant says it is an AI and that the call is recorded.
Step 2. You ask for a status and give a demo client ID.
Step 3. It reads the sample status in plain words.
Step 4. It tells you the next step and ends the call politely.