Accounting use cases
Tax-season call volume absorbed, appointments confirmed, and invoices chased without pulling staff from client work. Browse 18 workflows accounting firms teams run on Bevado.
Every workflow is assembled from the same blocks: fields on tickets and contacts, sequences that react when they change, and an AI that talks on every channel. Pick one to see how it runs.
Missed calls and after-hours coverage
Answer what rings, rescue what does not, and keep nights, weekends, and holidays covered.
Missed-call text back
Tax-season missed calls become text conversations that book the consult.
See the workflow →Voicemail to ticket
Voicemails become transcribed tickets assigned by client and engagement.
See the workflow →Overflow call answering
March and April call surges get absorbed with appointments booked and documents requested.
See the workflow →Holiday and weekend coverage
Filing-deadline weekends keep answering while the team works or rests.
See the workflow →Speed to lead
Reach new leads while they are still on your website, and follow up like your best rep every time.
Instant form callback
New-client requests get called within the minute, booked before they try the next firm.
See the workflow →New lead welcome sequence
Every inquiry gets the same disciplined first week, even mid-season.
See the workflow →Referral intake automation
Client referrals get white-glove intake, and the referring client gets thanked.
See the workflow →Scheduling and reminders
Fill the calendar, confirm it, and recover the slots that fall through.
Reminder cascade
Appointment reminders collect the document checklist along the way.
See the workflow →Recurring service reminders
Annual tax prep and quarterly check-ins recall themselves from last year’s dates.
See the workflow →Reschedule by text
Clients move appointments by text and the calendar stays correct.
See the workflow →Front office and reception
Every caller greeted, understood, and routed, in any language, with their history loaded.
Known-caller recognition
Clients calling mid-engagement get status without re-explaining which return they mean.
See the workflow →Phone intake forms
New-client intake completes by phone as structured fields, ready for the engagement letter.
See the workflow →FAQ answering from your website
Deadlines, document requirements, and fee questions answered from the firm site.
See the workflow →Billing and collections
Polite, persistent money conversations that run themselves until a human needs to decide.
Ticket buttons and field automations
Add a field to any ticket and let flipping it run the work. Your team makes the decision, Bevado does the follow-through.
Reviews and feedback
Ask at the right moment, and intercept problems before they go public.