A virtual assistant for accountants keeps answering client texts even when your inbox is buried in March. A filing question that waits a week during tax season often ends with that client filing somewhere else.
30 minutes, no pitch. If your gap is small, you will be told that.
Only the first one needs anything from you, and it takes a single conversation.
Your hours, your services, your prices, the questions clients actually ask, and the things it should never say.
It gets written to sound like your firm, not a script. It answers filing status and document questions the way you'd explain them yourself, and it doesn't slow down when volume spikes in tax season.
A message on any channel gets a reply in seconds, and every channel gets the same answers at any hour.
Once the client is qualified they get booked, instead of a promise that someone will get back to them tomorrow.
This is built for accounting firms whose message volume is nothing in July and overwhelming by March, not a steady daily trickle. A firm that goes quiet on texts during the filing rush is the reason a client calls a competitor to ask if they still take new clients.
A single tax client is worth $400 to $1,500 or more a year once advisory work gets added on, and most firms lose more clients to slow replies during the January-to-April rush than to bad returns. A client whose extension question sits unread for a week often files somewhere else out of pure anxiety, not dissatisfaction with the work. That's a client an accountant worked years to earn, gone over a text.
Now count last month's unanswered messages, and the decision usually makes itself.
| Option | After hours | Answers your busiest channel | Monthly cost |
|---|---|---|---|
| Nobody checking | No | No | Free, and it shows |
| Accounting firm owner checks when free | No | Rarely | Time pulled off other work |
| Extra hire to monitor messages | No | While on shift | Payroll |
| Basex8 | Yes | Yes | $67 first month |
It's one call with no pitch, and you'll come away knowing more about your accounting firm either way.
No pitch, just a conversation. Pick a time that works and tell us a little about your accounting firm.