AI agents for a San Diego accounting firm are software that answers every call and message — even during the tax-season rush — schedules appointments, sends document reminders, and answers routine questions, so your staff isn't stuck fielding calls instead of doing billable work. Accounting firms live through a brutal seasonal spike: call volume from January through April can run several times higher than the rest of the year, and every unanswered call is a client wondering if they should call someone else instead. AgentesWOW's AI receptionist and scheduler connect to your existing phone number and calendar, work in English or Spanish, and hand off anything that needs a CPA's judgment straight to your team. It runs on the same engine already handling 4,400+ booked appointments for Careflow's clinics. Plans are flat, from $1,497 to $3,997 a month, with no seasonal surge pricing.
"The AgentesWOW helped us cut payroll by 45% in just 3 months, and we're more efficient at almost everything now. Our cancellations dropped 25%!"
Sonia Yaluk · Operations Manager, Careflow
We connect your channels. Mia goes live: she comes with every plan.
We turn on the roles you chose, one at a time.
Your whole system at work. SuperDash on your screen if your plan includes it.
Teams from $1,497 to $3,997 a month.
Base, Plus or Fleet, depending on how many roles you turn on. Mia comes with all of them.
Flat monthly. No per-minute charges, no surprises. On the call we build yours.
Yes — it's built for exactly that kind of seasonal spike, answering the flood of calls from January through April without you needing to hire and train seasonal front-desk staff.
Yes, follow-up reminders are part of the same system that handles scheduling.
It answers routine questions — hours, what to bring, deadlines — and hands off anything that needs a CPA's judgment.
Yes, in English or Spanish, matching the client.
Flat monthly, from $1,497 to $3,997 — no surge pricing during tax season.
It installs in phases and is usually live within a few weeks — ideally before the season gets busy.