Deep in a return. Phone still answered.
Kea books consultations, answers the questions clients ask every tax season, and takes proper messages so you can focus.
- Answers
- 24/7
- From
- $99/mo
- Set up
- Done for you
What Kea does for accountants
Everything a good receptionist does.
- Books consultations into Google Calendar
- Answers questions you've added about deadlines, fees and documents
- Takes detailed messages for your team
- Greets clients by name
Example call
When's the tax return deadline?
For most clients with us it's 31 March. Would you like to book a time to go through yours?
Yes please, next week.
Tuesday at 2pm is free. Can I get your name?
Tax season is when you can least afford to answer the phone.
Kea takes the calls so you can do the work.
Your dashboard
Every call, in one place.
See every call with a summary and the full transcript, every booking Kea made, and the callbacks waiting for you. Check it on your phone between appointments.
How the dashboard worksExample dashboard. Numbers are illustrative.
The Kea difference
Gets smarter with every call.
Kea doesn't stay as clever as the day you set it up. It learns your business as it goes.
- 1. A caller asks something newInstead of guessing, Kea saves the question to your AI Brain.
- 2. You answer it onceType the answer in your dashboard, from your phone, whenever suits you.
- 3. Kea knows it from the next callEvery answer you add makes it better. It also suggests answers from past calls for you to approve.
Works with Google Calendar today.
Use Xero Practice Manager or Karbon? We'll look at connecting it on request.
Questions from accountants
Does it give tax advice?
No. It answers only what you've added and takes a message for anything else.
What happens if it doesn't know an answer?
It never makes one up. It saves the question to your AI Brain and takes the caller's details. You answer it once in your dashboard, and Kea knows it from the next call.
Do I keep my phone number?
Yes. You forward calls to Kea: all the time, when you're busy, or after hours.
Does it understand Kiwi accents and slang?
Yes. "Sweet as", "yeah nah" and "chur" are all understood, and it always replies in clear, professional English.
How do I get started?
Book a free consultation. We set Kea up for your business and you hear it answer your own questions before it goes live.
Also in office & property
Never miss another call.
Hear Kea answer your own questions before it goes live.
Book a free consultation