Hours of office work, done in minutes of talking. Even in the second week of April.
Every client call gets answered and handled while you work: the new business owner who needs a bookkeeper, the client asking if their return is filed, the one who still hasn't sent a 1099. Document requests, signature reminders, engagement letters, invoices and payment follow-ups go out on their own. It's a 24/7 AI Office Manager you run by voice, between client meetings.
- From $49/month
- No annual commitment
- Keeps your own number
- Chased 17 clients for missing documents; 6 have uploaded
- Sent four e-file authorizations for signature; three are signed
- Monthly bookkeeping proposal for a new café, waiting for your OK
Where an accounting practice loses hours
In a small practice, the hours go to everything around the work: answering "is my return done?", chasing the same missing document three times, sending engagement letters and invoices. In tax season, that's when the phone rings most and help is hardest to hire.
individual returns were e-filed by tax professionals through May 1, 2026. Behind each one are calls, document requests and reminders.
IRS filing season statistics, 2026 1openings for accountants and auditors are projected each year, many to replace people leaving. Hiring your way out of the busy season is hard.
BLS, accountants and auditors 2openings for bookkeeping and accounting clerks are projected each year, nearly all from turnover. Admin help keeps walking out the door.
BLS, bookkeeping, accounting and auditing clerks 3What it does for an accounting practice
It isn't an answering service. Calls are one job out of many. It's an AI Office Manager that does the office work itself, around the clock, and checks with you on anything that matters.
- Answers every client and prospectIt picks up every call and email, answers routine questions such as return status or deadlines from what you've told it, and books new prospects into a consultation on the live call.
- Chases missing documentsIt sends each client a list of what's missing for their return or books, reminds them on your schedule until it arrives, and tells you which files are complete.
- Gets signatures and authorizations backIt sends engagement letters, e-file authorizations and other forms for signature, follows up until they're signed and keeps a record of when they came back.
- Sends proposals and engagement lettersTell it the scope and fee for a new client, such as monthly bookkeeping or a business return, and it sends your proposal and engagement letter and follows up until the client signs.
- Invoices and chases paymentIt sends invoices through your own Stripe, QuickBooks or Xero when you say the work is done, follows up on overdue balances in your words, and can hold returns until paid if that's your policy.
- Keeps deadlines on everyone's calendarIt reminds clients of estimated tax payments, extension deadlines, payroll and sales tax dates you track for them, and books their check-in before the deadline.
- Handles year-round adminIt schedules monthly close calls with bookkeeping clients, sends the reports you approve, and collects receipts and statements without you writing another reminder email.
And the rest of the office
Beyond the work above, it runs the everyday office for you, and you run it by talking to it.
- Answers calls 24/7
- Books jobs on the live call
- Calls back missed calls
- Texts customers and crew
- Reads and replies to email
- Runs your calendar
- Quotes and estimates
- Invoices
- Payment reminders
- Follows up on open quotes
- Orders from suppliers, even on their websites
- Asks for reviews
- Spoken daily briefing
- Asks before anything that matters
- Undo window on what it sends
- Hands-free voice, between client meetings
How it handles a new client, then a missing-document chase
Two example conversations, written to show how it works. They are not recordings of real customers. The first is a prospect calling at 4:45 pm in March. The second is you, the next morning, between client meetings.
4:45 pm: a prospect calls
9:30 am next day: you, between client meetings
You stay in charge
It works for you, not around you.
You set the rules
Tell it, in plain words, what needs your OK first: prices over a set amount, new customers, anything you like.
Undo before it goes
Emails, texts and invoices wait in a short undo window before they leave.
Your number, your line
Calls and texts run on your own Twilio or Telnyx account. You keep the number.
Honest with callers
If anyone asks, it says plainly that it's an AI Office Manager for your business.
What is the office work costing you?
Answer a few questions about your calls, quotes and invoices. You'll see the hours you'd get back each week, the work you'd keep, what an office hire would cost instead, and which plan fits. Every assumption shows its source, and you can change it.
Priced below a part-time office hire
Start on your own, or hand over the whole office. Each plan adds seats for your team, more capacity and faster processing. Most owners pick Growth.
Office admin: BLS median receptionist pay of $18.27 an hour plus required payroll costs, about $41,800/year 4.
Starter
or $35/mo billed annually, founding price
To try it on your own, at low volume.
- The 24/7 AI Office Manager: client calls, consultations, document requests, signatures, proposals, invoices, payment reminders, email and texts
- 1 seat (just you)
- Standard monthly capacity
- 1:1 setup call, booked right after checkout
- +10% capacity on founding annual billing
- Upgrade required for additional usage
- Instant AI callback on every lead Growth
- AI call summaries and transcripts Growth
- Jobber sync and morning crew texts Growth
- Priority processing Growth
- Connect your own AI tools (MCP) Growth
Growth
or $79/mo billed annually, founding price
3 seats for about $33 each, against $49 for Starter's one.
Everything in Starter, plus:
- Instant AI callback on every lead
- AI call summaries and transcripts
- Jobber sync
- Each crew member texted their jobs every morning
- 3 seats: you, your office manager and a staff accountant
- Share the plan your way: one pool for everyone, or set each person’s share
- More monthly capacity than Starter
- Purchase additional usage
- Priority processing
- Connect your own AI tools over MCP
- +20% capacity on founding annual billing
Scale
or $299/mo billed annually, founding price
About $13/day, against about $115/day for an office hire.
Everything in Growth, plus:
- CRM with power dialer
- Dispatch board with auto-reassign
- End-of-day crew summary
- AI call tags and voicemail transcripts
- Leads texted to you
- SEO, AEO and GEO for your site
- Weekly reports
- Auto-replies to 5-star reviews
- Custom site edits
- 10 seats for the whole team
- Share the plan your way: one pool for everyone, or set each person’s share
- The highest capacity, to run the whole office on it
- The fastest processing tier
- Extra seats $24/mo instead of $29
- +30% capacity on founding annual billing
- Add Do It For Me any time: we run it for you (custom quote)
Every plan includes a 1:1 setup call, booked right after checkout. Extra seats are $29/mo on Starter and Growth, $24/mo on Scale. Move up a plan any time: your new month starts that day, and the unused part of your old plan comes off the first charge. Annual founding prices add the extra capacity shown for as long as you stay. You bring your own Twilio or Telnyx account for calls and texts; we don't sell phone numbers.
Questions accountants and bookkeepers ask
Is this just an answering service?
No. Answering calls is one thing it does. It's a 24/7 AI Office Manager that does the office work itself: it books consultations, chases missing documents and signatures, sends proposals and engagement letters, invoices and chases payments, keeps clients' deadlines on the calendar, handles email and texts, and tells you what it did.
Does it give tax or accounting advice?
No. It shares general information you've approved, such as deadlines and what documents to send, and books time with you for anything else. Questions about someone's taxes or books go to you.
Can it handle the tax-season rush?
It answers several calls and emails at once, so the March and April volume doesn't end in a full voicemail box. On Growth, you can purchase additional usage for the months when the phone won't stop, and drop back afterwards.
Does it work with my tax and practice software?
It works through your email, calendar, texts and invoicing (Stripe, QuickBooks or Xero), and through client portals where it can. How it fits with your tax or practice management software depends on the system, so we look at that with you on the setup call.
Do I have to change my phone number?
No. You connect your own Twilio or Telnyx account and your office number runs through it. We don't sell or provide numbers, so the line stays yours.
Will clients know they're talking to an AI?
If anyone asks, it says so plainly. When a client wants you personally, it takes the details and lets you know right away, or puts them through if you've said to.
How does setup work?
Tell it how you work in plain words, out loud or typed: your services and fees, the clients you take, your document checklists, deadlines and what needs your OK. Every plan includes a 1:1 setup call, booked right after checkout: in about 30 minutes we connect your email, calendar, invoicing and phone line with you and check it works the way you do. After that, you change anything by telling it.
Which plan should I pick?
Most practices pick Growth. You get 3 seats, so your office manager and a staff accountant each get their own login, and when tax season pushes past your capacity you can purchase additional usage on the spot (Starter requires an upgrade). Starter is the entry plan for a solo bookkeeper trying it at low volume. Firms with several preparers that hand over the whole front office get the most from Scale: 10 seats, the highest capacity and the fastest tier. You can move up any time: your new month starts that day, and the unused part of your old plan comes off the first charge.
Hear it answer and book a client on your own phone
Unmanually is an AI Office Manager that works 24/7 and that you run by voice from your phone. Leave your mobile number and the AI Office Manager calls you right away, the same way it would call back one of your customers. That call is the demo: it answers, books you a 15-minute time with the founder and follows up.
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Spend tax season on the returns, not the reminders.
Hours of office work become minutes of talking. Your AI Office Manager works 24/7, and you run it hands-free between jobs.