New-client screening
Capture service type, entity or individual status, tax years, deadlines, and preferred consultation time.
For tax and accounting firms
Keep client calls organized during the busiest weeks of the year.
Neya can collect service needs, tax-year or entity context, appointment preferences, and routing details while staying within approved administrative information.
Common accounting calls
Reduce interruptions without losing client context.
Neya handles administrative intake and routing. Tax, accounting, investment, and legal advice must come from qualified professionals.
Appointment scheduling
Offer approved meeting times and send calendar invitations.
Document-status questions
Route upload, missing-document, organizer, signature, and filing-status calls to the correct team.
Existing-client routing
Identify the client, entity, tax year, and reason for calling before transfer or message capture.
Deadline-sensitive calls
Escalate notices, filing deadlines, payroll dates, and time-sensitive requests based on firm rules.
Seasonal overflow
Provide consistent coverage during tax season, extension deadlines, and year-end planning periods.
Configured around your operation
A reliable workflow starts with clear rules.
HelloNeya uses the knowledge, availability, contacts, and escalation paths your business approves. Review the workflow before it handles production calls.
01
Collect structured context
Gather the service, year, entity, deadline, and contact details the team needs.
02
Protect sensitive information
Do not ask callers to provide Social Security numbers, passwords, or full payment details.
03
Route professional questions
Send tax positions, estimates, filings, and advice requests to qualified staff.
Build a tax and accounting call flow.
We’ll tailor the demo to your common calls, scheduling, transfers, SMS, and escalation rules.
Give us a call to book an appointment and open your AI receptionist, so your business is available 24 hours a day.