The AI receptionist for
Montreal accounting firms.
During tax season the phone doesn't stop — new clients, deadline questions, document requests — all while your accountants are heads-down on returns. Anova answers every call in English or Quebec French, screens the need, flags deadline-critical calls, and books the consultation, so billable hours stay on the work, not the front desk.
The busiest weeks are when calls go unanswered.
From January through the filing deadlines, the volume spikes exactly when your team has the least slack to answer. An accountant can't stop mid-return to take an intake, and a call that rings out is often a new client with a corporate year-end, a personal filing due in days, or payroll that has to run. They don't wait — they call the next firm. The most valuable work arrives on the phone at the worst possible moment to pick it up.
Anova removes that leak. Your agent answers on the first ring, around the clock, in the caller's language, with the composed, reassuring tone of a seasoned firm receptionist — gathering the need cleanly, never giving advice it shouldn't, never quoting a fee it can't.
Screen, prioritize, and book — with discretion.
Qualifies the need
Captures the service — tax, bookkeeping, payroll, or advisory — whether the caller is an individual or a business, a short summary of the work, and contact details, so your team can act without a second call.
Flags deadline urgency
Asks about filing and reporting deadlines and, when a call is time-critical, routes it straight to your team as a priority — filing due in days, a missed deadline, payroll that must run now.
Books the consultation
Checks live availability and books the consultation during the call, confirms the date and time, and notes what to have ready — no dead air, no voicemail tag, no lost intake.
Secure & bilingual
Never asks for a SIN or full account number by voice — it routes document exchange to your secure intake. Runs on SOC 2 Type II, GDPR-compliant infrastructure; data handled under Québec Law 25 & PIPEDA. Fluent in English and Quebec French.
A front desk that protects billable hours.
Solo CPAs and small firms carry the phone and the file work at once, and during crunch there simply aren't enough hands. Anova works those exact hours — the evening and weekend calls in peak season, the daytime waves when everyone is on a return — screening each caller, flagging the urgent ones, and booking the rest, so your accountants stay on the work that bills and Monday starts with qualified consultations instead of a voicemail backlog.
Existing clients are handled too: the agent can look up, reschedule, or cancel a consultation, hand off a secure document request, and route substantive questions to the right accountant — with the context already gathered.
Financial data, handled properly.
Accounting calls carry sensitive financial information, so the agent is built to keep it safe. Every call runs on SOC 2 Type II, GDPR-compliant infrastructure, and caller data is handled under Québec Law 25 and PIPEDA — controlled collection, secure storage, and clear records. Sensitive numbers like a SIN or full account number are never collected by voice; document exchange is routed to your firm's own secure intake for follow-up.
Accounting, answered.
Can it screen new clients?
Yes — it captures the service, client type, a brief summary, and any deadline, then books a consultation or routes to your team.
What about deadline calls in tax season?
Time-critical calls are flagged and connected to your team as a priority, with a clean callback message if no one's free.
Is it secure and compliant?
Yes — SOC 2 Type II, GDPR-compliant infrastructure; data handled under Québec Law 25 & PIPEDA, with no sensitive numbers taken by voice.
English and French?
Both, natively, in Quebec French and English — every client met in their own language.
Never miss
another client.
Book a private demo and we'll configure a live agent to your services, route a real call through it, and walk you through the deadline routing, secure document handoff, and booking.
Book a private demoLast updated: July 2026