The March and April crunch
With federal and Quebec returns due at the same time, calls pile up exactly when your accountants are buried in files. Every unanswered call can send a client to another firm.
Industry · Accountants
At tax time, the phone never stops. Your agent picks up every call.
Jazett is the AI receptionist for accountants that answers your clients by phone and on your website, quotes your fees, books tax appointments and texts the list of documents to bring. No tax advice: real questions go straight to your team.
Tax season readyDocument checklist by textYour own fee scheduleNo tax advice
In short
How can an accounting firm handle calls during tax season?
Jazett is an AI receptionist for accountants that answers your firm's phone and website chat 24 hours a day, in English and French. The agent quotes your fees, books tax appointments, texts the document checklist and passes tax questions to your team without ever giving advice. Plans start from $49.99 per month.
What costs you customers
The calls that slip away.
Endless pricing questions
Self-employed, rental property owners, retirees: everyone wants to know what a return costs. Those calls keep pulling your staff away from billable work.
Clients showing up unprepared
Missing slips and receipts mean a second meeting and a delayed return. Sending a clear checklist ahead of time saves everyone a trip.
The agent at work
What it handles for you, day and night.
On the left, the conversation. On the right, what shows up in your portal.
Call · March
The agent quotes the fee and books the appointment.
The client knows the cost and what to bring.
Call
(418) 555-0191
Live(418) 555-0191
CallerI'm self-employed. How much do you charge to do my taxes?
AgentFor self-employed clients, our federal and Quebec returns start at $275.
CallerOkay, I'd like to book a meeting.
AgentI have Wednesday at 1 p.m. I'll text you the list of documents to bring.
Text sentJean-François L.
Appointment Wednesday at 1 p.m. at Cabinet Fortin. Please bring your tax slips, your invoices and a summary of your business expenses.
DeliveredText · April
A government letter forwarded, not interpreted.
No opinion on the letter: a high-priority ticket for the accountant.
Text message
(418) 555-0105
Live(418) 555-0105
CallerI got a letter from Revenu Québec. What should I do?
AgentI can't interpret it, but your accountant will handle it. Please upload a photo to your secure portal.
CallerDone.
AgentThanks. I've let Ms. Fortin know and she'll get back to you within 48 hours.
Info sent
Ticket for Ms. Fortin
ClientPierre-Luc D.
SubjectRevenu Québec letter
PriorityHigh
Chat · Thursday evening
A business client captured on the website.
A small company is looking for an accountant: the agent offers a discovery call.
Website chat
cabinetfortin.ca
Livecabinetfortin.ca
Caller : Do you do the books for a small construction company?
Agent : Yes, we work with several construction companies. How many employees do you have?
Caller : Six, plus me.
Agent : Great. How about a 20-minute discovery call on Tuesday at 11 a.m.?
New leadHot
Constructions Hébert · B2B
Employees7
NeedBookkeeping
Score80
Limits and compliance
The agent never gives tax or accounting advice and never asks for a social insurance number: it passes questions to the accountant. Client information stays confidential and is handled in line with Quebec's Law 25.
Questions
Common questions: Accountants
Does the agent give tax advice?
Never. It quotes your fees, books appointments and passes questions on to your team.
Does it ask for social insurance numbers?
No. Sensitive documents go through your secure portal, never over the phone.
Can it handle the April rush?
Yes. It answers several calls at once and fills your open time slots.
What happens when a client gets a notice of assessment?
The agent doesn't interpret it. It opens a priority follow-up ticket for the right accountant and asks the client to upload the document to your portal.
Ready to stop missing customers?
We'll show you the agent with your customers' real questions.