Tax season overwhelms your phones. Advisory clients go months without paying invoices. SNSYS answers every call, recovers outstanding fees, and keeps client relationships documented even as associates come and go.
See how it worksNo one complains. They call, get voicemail, and find a firm that picks up. You never know they called.
A business owner calls to ask about your advisory services. She was referred by her banker and wants to discuss tax planning for a potential acquisition. Your receptionist is on hold with the IRS for a client. Your managing partner is in a meeting.
The phone rolls to voicemail. She calls the firm her attorney recommended next.
With SNSYS, the AI answers immediately, captures her details and situation, and schedules a consultation with your advisory partner for Thursday. It texts her a link to your engagement questionnaire. By the time your partner checks their calendar, the meeting is already booked.
SNSYS is a platform with seven modules. These are the three that hit hardest for accounting.
Your AI receptionist answers on the first ring. Unlimited simultaneous calls. No seasonal hires, no temp agencies, no dropped prospects.
Professional outreach from your firm's number - not a collections agency. Graduated follow-up that preserves client relationships while recovering what's owed.
Every call, meeting, and interaction captured. Associates leave, client knowledge stays. New hires inherit full context from day one.
AI Receptionist, Revenue Recovery, and Customer Intel are the highest-impact modules for accounting. But the full platform covers every layer of your firm.
The AI answers unlimited simultaneous calls, so the January through April rush never overwhelms the phones. Every caller gets an immediate answer for scheduling, document status, or general tax questions, even when the entire staff is in client meetings.
Yes. The AI books appointments based on accountant availability, client type, and service needed. It distinguishes between tax preparation, bookkeeping reviews, payroll consultations, and advisory meetings.
The AI can share pre configured status updates linked to client accounts. Callers checking on their return, requesting copies of filed documents, or confirming extension filings get answers without pulling staff away from billable work.
Every call is answered 24/7, which is critical during the weeks leading up to filing deadlines. After hours callers can schedule appointments, ask about document requirements, and receive office directions. Urgent messages are flagged for the next morning.
All call recordings, client data, and interaction logs are encrypted and stored securely. SNSYS maintains strict access controls and data handling procedures appropriate for firms managing sensitive financial information.
The AI Receptionist starts at $149/mo with unlimited calls. Revenue Recovery for unpaid invoices is performance based. Every plan includes a 7 day free trial, cancel anytime.
One conversation. Bring your AR aging report.
(475) 264-4979