The AI Front Office for Accounting Firms
During tax season the phones never stop, and every ring pulls you off billable work. Lemma answers every call, screens new clients, books consultations, and fields routine questions, so you keep your focus on the returns, not the ringing.
- Absorbs tax-season volume
- Screens new clients
- Books consultations
A front office built for accounting firms.
- Answers Through the Rush
- Screens New Clients
- Books Consultations
- Handles Routine Questions
The Calls You're Missing in Accounting Firms
Accounting work demands deep focus, but the phone, especially from January to April, refuses to cooperate.
Tax-Season Call Floods
From January to April the phones ring nonstop, and every interruption pulls you off client work.
Deep Work Interrupted
Complex returns need focus, but a ringing phone forces a choice between the work and the caller.
Wrong-Fit Inquiries
Time disappears on calls from prospects who need services your firm doesn't offer.
Repetitive Deadline Questions
The same questions about deadlines, documents, and appointment times repeat all day long.
A Front Office That Works Like You Do
Lemma shields your team's focus during the busiest months while making sure no client is left unanswered.
Answers Through the Rush
Handles every call, even at peak season volume, so no client or prospect is stuck in a busy signal.
Screens New Clients
Qualifies prospects by service need and situation, so you only meet with clients who are a fit for your firm.
Books Consultations
Schedules intake and review appointments directly into your calendar and confirms them to protect your time.
Handles Routine Questions
Answers the recurring questions about deadlines, documents, and availability so you don't have to.
From First Ring to Five-Star Review
Every call kicks off a journey Lemma runs from start to finish, booking the job, keeping the customer happy, and turning that visit into a review that brings in the next customer.
- 1
Customer Calls
A new or existing customer reaches out, any hour, any day.
- 2
Lemma Answers
The call is picked up on the first ring and handled in your company's voice.
- 3
Appointment Booked
The job is scheduled straight into your calendar and confirmed on the spot.
- 4
Reminder Sent
An automatic reminder goes out before the visit, so the customer shows up ready.
- 5
You Do the Work
Your team delivers the service and does what they do best. No phones, no admin in the way.
- 6
Automatic Follow-Up
A friendly message checks in afterward to make sure the customer is happy.
- 7
Review Requested
At the perfect moment, that happy customer is invited to leave a review.
- 8
More 5-Star Reviews
Great reviews stack up and lift your reputation everywhere new customers look.
- 9
More Customers
A stronger reputation brings in the next customer, and the whole cycle starts again.
Every step runs automatically, in your company's voice, turning one phone call into a booked job, a happy customer, a glowing review, and the next customer in line.
Lemma Works Across Service Businesses
See how the same managed AI front office is tuned for other trades like yours.
Every Day Without Lemma, Customers Slip Away
See exactly how Lemma would work for your business. We'll review your customer journey and record a personalized video showing how Lemma automates your front office, from the first call to the final 5-star review. Yours within 24 hours, no meeting required.
Prefer to talk first? Schedule a discovery call.
Prefer email? Reach us at roman@lemma-technologies.com.