Accountants, bookkeepers and tax preparers

Tax season calls, handled.

When every client calls at once, your AI receptionist answers, books the appointment and takes the message. INTRA drafts the "we still need your documents" reminders and your invoices — you approve each one.

Hear exactly what your callers would hear. It answers 24/7.

Sound familiar?

Phones explode in season

You can't prepare returns and answer the phone at the same time.

Chasing documents

Half your week goes to reminding clients what's still missing.

Billing after the rush

Invoices go out weeks late because there was no time.

How it works

  1. Step 1

    Get your number answered

    Claim a business number in the app and tell the receptionist your services, hours and greeting. Setup takes minutes.

  2. Step 2

    INTRA prepares the work

    Drafts, quotes, follow-ups, research and your weekly brief — prepared by specialist agents.

  3. Step 3

    You approve, it goes out

    Nothing reaches a customer until you approve it. Every decision is recorded.

What you get

Anything that goes out under your name — a text, an email, an invoice, a post — waits for your approval first.

  • An AI receptionist on your own number (Receptionist plans) that answers 24/7, takes detailed messages, handles booking requests and transfers urgent calls to you
  • Appointment booking links for each kind of meeting
  • Document reminder emails drafted for your approval
  • Invoices with payment links, sent when you approve
  • Client records with every call, email and note

Simple pricing

Receptionist

$99/mo

No setup fee

  • Your own business number
  • 24/7 AI answering
  • Messages, booking requests and transfers
  • Summaries of every call

Receptionist + Agents

$199/mo

No setup fee

  • Everything in Receptionist
  • Everything in Pro
  • Quotes, invoices and follow-ups
  • INTRA, your AI team lead

Billed monthly, cancel anytime. See all plans

See it work for your business

Call our line to hear the AI receptionist, or ask INTRA on our homepage — no signup needed.