Stop Missing New Clients During Tax Season
Ava handles the phones while your CPAs focus on returns — capturing new client leads, booking consultations, and qualifying every inquiry 24/7 across Canada.
Sound Familiar?
Every accounting firm faces these problems. Most just accept them. There's a better way.
Tax Season Call Tsunami
February through April, your phone rings non-stop. Your staff is heads-down preparing returns. Prospective clients calling for a new accountant get your voicemail — and call someone else.
After-Hours New Client Inquiries
Business owners and individuals research accountants in the evening. Without 24/7 coverage, those inquiries go to the firm that answers.
Client Intake Eats Admin Hours
Collecting entity type, fiscal year, filing history, and service needs from every new prospect is time-consuming. There has to be a better way to triage leads.
Existing Client Calls Interrupt Focus
When existing clients call for quick questions, your CPAs get pulled out of deep work. An AI layer that handles routine calls protects your billable time.
How Ava Helps Your Accounting Firm
Purpose-built for Canadian CPA firms managing tax season volumes and year-round client growth.
24/7 Call Answering
Every call answered in under 1 second — during tax season crunch or a quiet August afternoon.
New Client Intake
Ava collects entity type (personal, corporate, self-employed), service needs, current filing situation, and urgency — so your CPAs receive qualified leads, not cold prospects.
Consultation Booking
Book discovery calls and in-person consultations directly on the call. Real-time calendar check, instant confirmation.
SMS Confirmation
Automatic confirmation texts for every booked consultation keep prospects engaged and reduce no-shows.
Appointment Reminders
Automated reminders before consultations ensure prospects show up prepared — reducing time wasted on unprepared first meetings.
CRA & Canadian Tax Awareness
Ava understands Canadian tax context — T1, T2, HST/GST, CRA deadlines, and RRSP season. She asks the right questions and sets appropriate expectations.
Hear It in Action
A real conversation between Ava and a new corporate client prospect.
Ava — AI Receptionist
● Live Call
Caller
Hi, I'm looking for an accountant for my small business. We incorporated last year and this is our first corporate filing.Caller
Yes, CCPC. It's just me, I'm the sole shareholder.Caller
Probably the full package eventually, but let's start with the T2 for now.Caller
December 31st.Caller
Thursday afternoon works.Caller
2 PM please.Caller
David Kim, 416-555-0139.Real Scenarios, Real Results
How AVADesk grows your practice while protecting your billable hours.
Tax Season Overflow
It's March 15th. Your staff is fully booked on returns and the phone rings 40 times today. Ava answers every call, qualifies new prospects, and books discovery calls for after April 30th. Not one lead is lost.
New Corporate Client
A business owner calls Friday evening looking for a new accounting firm after a bad experience. Ava captures their entity details, books a Monday discovery call, and sends a confirmation. You start the week with a warm corporate client in your pipeline.
Existing Client Routing
An existing client calls with a question about their HST filing deadline. Ava provides the standard CRA filing schedule for their province and offers to have their accountant follow up if they need more detail — protecting your CPAs' billable focus.
Plans That Fit Your Accounting Practice
From solo CPAs to multi-partner firms, there's a plan built for you.
Starter
Small CPA practices — call answering, intake, consultation scheduling
Growth
Growing firms — full client intake, tax season overflow, SMS reminders, analytics
Professional
Up to 20 phone numbers, full integrations, 30+ languages, priority support
7-day free trial · No credit card required
Frequently Asked Questions
Everything you need to know before getting started.
Can Ava qualify leads by entity type (personal vs. corporate)?
How does Ava handle calls from existing clients?
Can Ava handle French-speaking clients for Quebec firms?
Does AVADesk integrate with accounting practice management software?
Is client data handled in compliance with Canadian privacy laws?
Ready to Grow Your Practice Without Missing a Single Inquiry?
Start your free 7-day trial. No credit card required.
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