Tax season shouldn't cost you the clients you already paid to reach
Relay answers every inquiry instantly, qualifies tax prep vs. audit vs. advisory, and books consultations directly into partner calendars, absorbing the seasonal spike without seasonal hires.
See It Come to Life
Watch a lead go from first call to booked appointment
Watch Relay answer the call, qualify the lead, and book the job, so you can see what a full revenue department on your side looks like.
The Problem
During tax season, accounting firms experience 5 to 10 times normal call volume. Phones go to voicemail, emails pile up, and prospective clients call the next firm on Google. Firms lose new client inquiries during peak periods simply because they can't respond fast enough.
The Relay Solution
Relay answers every inquiry instantly, qualifies tax prep vs. audit vs. advisory needs, collects basic financial context, and books consultations directly into partner calendars. During tax season, Relay scales automatically to absorb seasonal call spikes without hiring seasonal staff.
Built for Accounting Firms & CPAs
The phone shouldn't decide who you take on
Tax Season Surge Handling
January through April, call volume explodes. Relay scales instantly, answering every call, qualifying every prospect, and booking every consultation without hiring.
Service Line Qualification
Relay distinguishes tax prep from audit representation from business advisory, routing each inquiry to the right partner or department automatically.
Document Collection Automation
Guides new clients through the document checklist, sends reminders for missing items, and ensures preparers have everything they need before the consultation.
Off-Season Client Reactivation
During slow months, Relay proactively reaches out to past clients for tax planning, entity restructuring, and advisory services, smoothing out seasonal revenue.
Run the math on your business. Below is a job-level ROI calculator built for accounting firms, so you can see exactly what Relay Accounting™ is worth to your practice.
Your Revenue Impact
How much revenue are you leaving on the table?
Adjust the sliders below to see how much additional revenue Relay could help your business generate. Every calculation updates in real time.
Selecting an industry pre-fills the average job value, but you can customize it below.
What percentage of incoming calls and inquiries does your team actually answer today?
How many times does your team currently follow up with a lead before giving up? Relay does 5+ every time.
With Relay
Where it comes from
Estimates use conservative industry averages: about half of missed calls recovered, 5+ follow-ups per lead, and a small share of past customers reactivated. Your results will vary.
How It Works
Answering before the next January rush
Connect
Relay connects to your phone line, website forms, and Google Calendar. Other scheduling systems are available on request.
Train
We teach Relay your service lines, engagement types, document checklists, and which partner handles what.
Go Live
Relay starts answering inquiries and booking consultations right away.
Optimize
Every interaction feeds back to improve qualification and seasonal outreach.
The April 12th Voicemail
The client called on April 12th. You called back on the 19th.
A small business owner with a messy set of books calls on April 12th, hoping to be squeezed in before the deadline. The call rings out. They call the firm down the street, get an answer, and book. Your voicemail is still sitting there on the 19th.
Ready When You Are
See Relay Accounting™ working for your company
Book a personalized strategy session and we'll show you exactly how Relay handles the seasonal surge, qualifies service lines, and books consultations live.