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Home / Industries / Accountants & CPAs
📊 For accounting firms

Deep in a return.
Riley has the phone.

In tax season the phone rings most when you can least afford to pick it up. Riley answers every call, books the meeting, takes a clear message and chases the documents you’re waiting on.

$0 today, no card · live in 3 minutes · keep your number · cancel anytime

An accountant reviewing documents with two small-business owners
📞 New client · 10:48 AM
🗓️ Meeting · Thu 3:00
💬 What to bring, texted
24/7Every call answered
30+Languages she speaks
3 minTo set up and go live
$0Today. 14 days free, no card

What Riley handles for accounting firms.
From hello to the booked meeting.

She answers in your business’s name, with the hours, services and prices you give her. You stay in control of what she says.

Hands with a calculator and neatly stacked folders
Your focus stays on the file in front of you
A client dropping off a folder at an accounting office
Documents chased before the deadline does it for you
A café owner relaxed behind her counter
New clients booked on the first call

New clients

  • Takes what they need: personal, corporate or bookkeeping
  • Books the first meeting
  • Texts what to bring

Missing documents

  • Calls or texts the list you give her
  • Says exactly what’s still missing
  • Every reply lands in one inbox

Deadline season

  • Answers every call while you work
  • Books into the times you set aside
  • Takes the rest as clear messages

Existing clients

  • “Is my return done?” goes to you as a message
  • Never gives tax advice
  • Puts an urgent call through when you want it

Billing

  • Texts your payment link on the call
  • Invoices and reminders run from the same app
  • Takes billing questions as a message

Evenings & weekends

  • Answers 24 hours a day, in 30+ languages
  • Books for your next working day
  • You open to meetings, not voicemails

✋ She says what you tell her to say. Riley answers from the hours, services and prices you give her. Anything else becomes a clear message for you, and she never gives tax advice.

A day with Riley on your line.
From the first call to the last.

An accounting office reception before opening with a phone lighting up

A new client, booked

They called last night. Thursday at 3 is on the calendar.

Two accountants at a desk stacked with folders, one of them on the phone

Mid-return

You don’t look up. The call is answered and the meeting is booked.

An accountant glancing at a phone

Slips, chased

Three clients have been reminded what’s missing. Two have replied.

An accounting office at dusk

After hours in April

An evening caller books a meeting and gets a text with what to bring.

It’s April. The phone hasn’t stopped since nine.

Riley answers every call, books the meetings and takes the messages, so the returns get your whole attention.

Start the 14-day free trial →

What accounting firms use today.
And where Riley fits.

Four ways the phone gets answered, what each one costs, and the tax and practice software you can keep.

The front desk

One person takes one call at a time. At lunch, on another line or after closing, the next caller gets voicemail.

About $4,000 a month, full time

Voicemail

It takes a message. It can’t book the meeting, give your hours or tell an emergency from a question.

Free, and it books nothing

An answering service

A live service is priced by the minute or by the call, so a busy month costs more. Ruby charges $3.45–$5.00 a minute; Smith.ai starts at $150 a month for 75 calls, then $2+ a call.

From $150 a month, then per call

Riley, on ThreeDay

Answers every call, 24/7, in 30+ languages. Books the meeting, texts the confirmation and puts urgent calls through.

$149/mo with 300 minutes · $0.35 after

The tax and practice software you already run? Keep it.

Riley doesn’t replace it. She answers the phone and books into your ThreeDay calendar with the hours and services you set, and you’re alerted for every booking, so your team adds it to your system the way they add any phone booking today. If you’d rather run the schedule in ThreeDay, it’s included.

Canada

TaxCycle, ProFile, QuickBooks or Xero

United States

Drake, UltraTax, QuickBooks or TaxDome

The systems named are ones accounting firms commonly use. All names and marks belong to their owners; ThreeDay Digital is not affiliated with them and does not claim to connect to them. Answering-service prices checked 22 September 2026 on each vendor’s own pricing page. Their prices change — check theirs before you decide.

More than a receptionist.
The whole back office, one login.

Riley is the front door. Behind her, the same app runs your schedule, your clients, your invoices and your follow-ups. Front Desk Pro switches on all four.

AI Voice Receptionist

Answers every call 24/7 on its own number, books appointments mid-call, texts confirmations and transfers live when it matters — in 30+ languages.

Own numberLive bookingSMS confirmsLive transfer

Command Center + CRM

The day-to-day desk: schedule, waitlist, clients and their records, orders, follow-ups, timesheets, inventory and reports — one hub for the whole team.

ScheduleClientsTimesheetsReports

Business Hub + Money

Invoices, proposals and contracts with e-sign and pay links, recurring billing that runs itself, File Vault share links, revenue and expense tracking.

E-signPay linksRecurring billingFile Vault

ThreeDay Agent + Sidekick

The ThreeDay Agent knows your whole account — ask about your calls, invoices or clients and it answers from your real numbers. Sidekick keeps the team’s notes, to-dos, voice notes, planner and whiteboards on every page.

Ask anythingYour real dataTeam notesVoice notes

See everything that’s included →

Don’t take our word for it.
Call her.

Casey · Billing & ARCall Casey, our billing demo line, and ask about an invoice.
📞 (619) 566-1529

Questions from accounting firms

Does she give tax advice?+
No. She books, answers the practical questions you set her up with, and takes a message for you when a call needs one.
Can she chase clients for documents?+
Yes. Give her the list and what each client still owes you, and she calls or texts them. Replies come back to one inbox.
How do I see what she booked?+
You get an alert the moment a meeting is booked, and every call is logged with what was said and what was done. It’s all in the app, and on your phone.
Can we keep our number?+
Yes. We port your number over, or you keep it and forward calls to her: all day, only after hours, or only when you can’t pick up.
How long does it take to set up?+
About three minutes for the self-serve plans: sign up, answer a few questions about your business, and your number is live. With Concierge we set it up for you and tune it on your real calls.
What does it cost?+
Front Desk is $149 a month with 300 minutes, and extra minutes are $0.35 each. It’s month to month, with 14 days free and no card to start. Concierge, where we set it up and run it with you, is $997 a month plus a one-time $1,500 setup.

More in the FAQ, or ask us.

Every call answered.
Starting today.

Riley answers from $149/mo. Live in 3 minutes, 14 days free, no card.