While you're with a client or heads-down in returns — CallLegend answers every call, qualifies the need, and texts you the details. Never miss a new client again.
No contracts. No setup fees. Setup in days, not weeks.
Tax season never stops the phone. Clients panic after hours. Referrals who call once and get voicemail assume you're too busy — and hire someone else. Clients are only slightly more patient than home-service callers; conversion still drops after a few minutes.
Research shows responding within 5 minutes makes you 100x more likely to reach the lead than waiting 30 minutes (MIT Lead Response Study, Dr. James Oldroyd). 85% of callers who can't reach a business on the first try won't call back (Invoca 2024). 78% hire the first business that responds (Invoca 2024).
Pre-filled with averages for CPAs and accountants. Adjust to your real numbers.
Plug your real volume above. One recovered job that pays more than a year of Base ($89 × 12) means the phone product paid for itself. For Plus, one extra job per year pays for the entire year of Plus ($129 × 12). The calculator is not decoration — it is the payback proof for your practice.
Example frame: one new client engagement covers the subscription; everything after is upside.
Start with the basics. Add more only when you're ready. Everything below is optional.
SetupNothing to set up, live from day one.
OutcomeEvery call answered, the caller's real need understood before they hang up.
Example: “No heat, furnace is 12 years old, can someone come today?” is captured cleanly.
SetupConnect your own Google Calendar (one click).
OutcomeA real appointment lands while the caller is still on the phone.
SetupPaste your existing form's URL.
OutcomeCaller gets the link by text or email before the call ends.
SetupChoose which fields matter.
OutcomeAgent asks for every one; nothing left blank on a completed call.
SetupPoint it at your email or cell.
OutcomeComplete lead summary within 60 seconds of hang-up.
SetupWe wire it to your tool (Jobber, ServiceTitan, Housecall Pro...).
OutcomeLead appears with zero manual entry.
SetupUpload once, pick the trigger.
OutcomeThe right thing reaches the right caller at the right moment.
SetupWe build it for you.
OutcomeA proper multi-touch sequence begins automatically.
SetupOne text action per person.
OutcomeEveryone who should know, knows instantly.
This is not a generic answering service. The agent answers in your firm name, qualifies service type and deadline urgency, books consults when you allow it, and can support follow-up actions like document requests — then texts you the summary.
While you're in returns or with a client.
Deadline, service type, urgency.
When your rules allow it.
So the first call back is useful.
AI answers in your company name, qualifies the lead, books when you allow it, texts you the details, and logs the call. 24/7. Setup in days, not weeks.
Keeps your Google listing (Google Business Profile) winning — weekly audit, review drafts you approve, job photo captions — so more people find you and call. While Base answers every ring, Plus brings more rings.
More rings. Every ring answered. One stack.
Whether you do tax prep, bookkeeping, payroll, advisory, or full-service accounting — if new client calls matter to your practice, we will route them to you.
Quoting, follow-up, reviews, scheduling — every profession leaks revenue somewhere the phone doesn't even ring. Get a free Business Leak Assessment and see exactly where the money's going.
Get the free Business Leak AssessmentCOMING SOON — FREE SCANNER TOOL
One 30-minute call. We will tell you whether CallLegend makes sense for your practice. No pressure, no script.
Get Started — $89/moSetup in days, not weeks · No contract · Cancel anytime
Know other business owners?
If you know a contractor, attorney, or agent who misses calls — send them CallLegend.
See the Builder Program →