What the agent does on a call to your practice
- Answers as your firm and handles the routine: hours, location, what to bring, whether you are taking new clients.
- Captures the lead. Personal or business return, self-employed or incorporated, bookkeeping or payroll needs, prior-year issues, deadlines.
- Books the appointment. Into your calendar, in person or by phone, with a confirmation text.
- Emails the lead. A structured lead summary goes to the addresses you choose the moment the call ends, so follow-up is same day.
- Handles existing clients. Takes messages for their preparer with the detail needed to call back once, not three times.
Live for a tax practice in Toronto
SentraVoice answers the phone for a Toronto tax firm and emails a lead summary for every new prospect to the addresses the firm chooses, with the caller's situation and contact details laid out so the follow-up call starts informed. The agent is configured for the firm's time zone and season.
Beyond tax season
- Outbound reminders. Document checklists, deadline reminders and missing-information requests by SMS and email, from your outbound agents.
- Email triage. The inbound email agent sorts client email by urgency and drafts replies for your review.
- Year-round capture. Bookkeeping, payroll and advisory enquiries get the same treatment in July as in March.
- Built for you, not by you. We configure every agent with your business name, tone, intake questions and scheduling rules, then keep tuning it after launch. There is no prompt builder to learn.
- Your existing number. Calls forward from the line your customers already know. Always on, overflow only, or after hours only.
- Every channel. Voice, SMS, email and social DMs, inbound and outbound, from one platform and one plan.
- Qualification and booking, not message taking. The agent asks your intake questions, offers only the calendar slots you marked open, and books the appointment on the call.
- A record of every interaction. SMS and email summary within seconds of hang-up, plus the recording and transcript in your dashboard.
- Live within 24 hours. No setup fees, month to month, cancel anytime.
Pricing for accounting firms
A small practice usually runs Starter Inbound at $299 per month outside season and adds minute blocks for the spring. Firms with a steady year-round line fit Professional at $899. Outbound reminder sequences are on the Outbound plan.
| SentraVoice plan | Monthly | Minutes | Messages | Lines | Branded agents |
|---|---|---|---|---|---|
| Starter Inbound | $299 | 100 | 500 | 1 | 3 |
| Starter Outbound | $499 | 100 | 500 | 1 | 4 |
| Professional | $899 | 500 | 1,000 | 2 | 4 |
| Enterprise | $3,500 | 3,500 | 10,000 | 2 | 7 |
Every plan includes call recording and transcription, SMS and email summaries, and at least one CRM or calendar integration. Extra minutes, messages and lines are available as add-ons. Full detail on the pricing page.