Now Accepting Early Access Firms

Stop being the receptionist.
Start being the CPA.

AI that answers every client call, handles "where's my return?" on autopilot, and gives you back 3 hours a day — especially during tax season.

Get Early Access
3 hrs Saved daily
24/7 Call coverage
$150K+ Revenue recovered/yr
The Problem

It's March 15th. Tax season.

Without Serve
9:15 AM

Client #47 calls about their return

Mrs. Chen wants to know if her return has been filed. You're in the middle of a complex partnership return. You answer anyway. There goes 12 minutes.

Billable time lost
10:30 AM

Without AI: The phone never stops

By lunch you've answered 23 status calls, done zero tax work, and your phone rings again. You're billing $300/hr but spending 2+ hours on $0 calls.

$150K+/year in lost billings
With Serve
9:16 AM

With Serve: Handled automatically

AI answers, pulls Mrs. Chen's return status from your system, texts her an update, and logs the interaction. You never even knew she called. Your partnership return stays uninterrupted.

Status handled. Focus preserved.
2+ hrs per day CPAs spend on the phone
$300/hr average CPA billing rate
$150K+ annual revenue lost to phone calls
68% of calls are status checks
The Solution

AI that handles the phone so you can handle the work

Three capabilities that give you your practice back.

📞

Automated Status Updates

AI answers "where's my return?" calls instantly by checking your tax software. Clients get real-time updates via text or call — no human needed.

📋

Smart Client Intake

New prospect calls? AI qualifies them, collects business details, and books a consultation on your calendar. No more phone tag with potential clients.

⏰

Tax Season Overflow

During crunch time, AI handles 100% of incoming calls. Urgent items get flagged and escalated. Everything else gets handled automatically.

How It Works

Live in 48 hours. No IT needed.

1

Forward your number

Set up call forwarding to Serve. Takes 2 minutes. Works with any phone system.

2

Connect your software

We integrate with TaxDome, Canopy, and Karbon to pull client status and sync calendars.

3

AI handles the rest

Status calls answered, new clients qualified, urgent matters flagged. You get a daily summary.

Works With Your Existing Software

“Tax season used to mean 60 status calls a day. Now AI handles them all — I billed an extra $40K last quarter.”

I was spending 2-3 hours a day answering ‘where’s my return?’ calls. Serve handles every one of them automatically. My clients actually prefer it — they get instant answers instead of waiting for a callback.

DK David Kim, CPA
Kim & Associates Austin, TX
Early Access

Reclaim your practice from the phone

We're accepting a limited number of firms for early access. Join the waitlist to be first in line.

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