Use case · Accounting
Answer every client call during filing season.
Books client intake calls, confirms appointments, and chases missing documents by phone, so deadline season doesn't bury your front desk in hold time.
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Built around the conversations your buyers actually have.
The plays your team runs every day - handled end to end by an AI voice agent built for your industry.
Explore the platform›Industry fit
Built around the conversations your buyers actually have.
01
Client intake calls
Answers new client inquiries, captures the basics of what they need, and books the initial consultation on your calendar.
02
Confirmation calls
Confirms and reschedules client meetings automatically, cutting the no-shows that cost an accountant's billable hour.
03
Document reminders
Places outbound calls reminding clients about missing documents or receipts needed before a return can be completed.
04
Deadline reminders
Reaches out ahead of filing and estimated payment deadlines, so fewer clients call in a panic on the day itself.
Capabilities
Everything the agent does on the call,
built in.
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Filing season turns a normal call volume into a flood
Accounting firms see call volume concentrate hard around tax deadlines and fiscal year-end: new clients calling to book an intake consultation, existing clients confirming appointments, and staff needing to chase down a missing 1099 or receipt before a return can be finished. None of that requires a CPA's judgment, and all of it competes for the same front desk phone.
Harmony answers client intake calls and books the initial consultation on your calendar, confirms and reschedules appointments, and places outbound reminder calls for missing documents or approaching deadlines. It does not give tax or financial advice on the call - it handles the scheduling and reminder work around the advice your team gives, so your staff spend deadline season on returns instead of the phone.
Frequently asked questions
It answers client intake calls and books consultations, confirms and reschedules appointments, and places reminder calls for missing documents or upcoming deadlines. It does not provide tax or financial advice.
Yes. Calling ahead to confirm an appointment and offering to reschedule on the spot reduces the gaps a missed meeting leaves in a packed filing-season calendar, and it costs the firm nothing beyond the call itself.
No. It handles scheduling, intake, and reminder calls only, and never discusses tax positions, filing strategy, or account-specific financial advice. Any question requiring judgment routes straight to your staff.
Yes, it places outbound reminder calls for a specific missing item like a 1099 or a receipt. That single call type is one of the highest-volume, lowest-judgment calls a firm makes every filing season, and the easiest to automate.
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