Estera for Accounting Firms
AI Receptionist for Accounting Firms
Estera handles every client call and WhatsApp message for your accounting practice, books consultations, answers routine questions, and sends deadline reminders, so your team spends time on billable work, not admin.
The problem
Your accountants waste hours on calls
that should never reach them.
Every time a client calls to ask when their return is ready, whether a document was received, or what the deadline is for a filing, that is 10 minutes of billable time gone. During tax season, this multiplies. Estera absorbs the entire category of admin inquiry so your team stays focused on the work that pays.
Handles all routine admin inquiries instantly
Document received? Return ready? Filing deadline? Estera answers these questions immediately over WhatsApp and phone without pulling anyone away from client work.
Books consultations with new and existing clients
When a new prospect contacts your firm or an existing client needs a meeting, Estera checks your availability and books the appointment without any back-and-forth.
Captures and qualifies new client leads
Estera gathers the key details from every new inquiry, what services they need, their business type, their timeline, so your team starts every conversation with full context.
Sends deadline reminders to clients automatically
Estera proactively reminds clients about upcoming filing deadlines and document submission windows, reducing last-minute rushes and incomplete submissions.
Handles document collection follow-up
When clients have not submitted required documents, Estera sends polite follow-up reminders on your behalf so your team does not have to chase manually.
Routes complex queries to the right accountant
When a question genuinely requires professional judgment, Estera identifies it and routes it to the right person on your team with the client's context already captured.
“Tax season used to mean my team spent half their time answering the phone instead of filing. Estera changed that completely. Clients get instant answers and my accountants stay in flow.”
Accounting firm owner, Cluj-Napoca
How it works
Set up in one session.
Live in 3 minutes.
Estera connects to your WhatsApp Business number and phone. Add your services, key deadlines, and team availability and your AI receptionist handles client admin immediately.
Enter your services and key deadlines
Add your accounting services, typical deadlines, document requirements, and team availability. Estera uses this to answer client questions accurately from day one.
Connect WhatsApp and your phone
Link Estera to your WhatsApp Business number and phone in a few clicks. Run a test call. The whole setup takes about 3 minutes.
Clients get instant answers. Your team stays focused.
From day one, routine inquiries are handled automatically. Consultations get booked. Deadlines get communicated. Your accountants stay on client work.
Estera tools for accounting firms
Admin calls handled. Accountants billing.
without lifting a finger.
Estera Voice
Estera Voice
Answers every call for your accounting firm, handles routine questions, books consultations, and routes urgent client matters to the right accountant without missing a call.
Answers 100% of calls during and after office hours
Handles status checks, deadline questions, and document inquiries
Books consultation appointments on the spot
Routes urgent matters to the appropriate team member
Works through tax season peaks without additional staff
Estera Concierge
Estera Concierge
Handles every WhatsApp inquiry for your accounting practice, from status questions and document follow-up to booking consultations and capturing new client leads.
Responds to every message in under 5 seconds
Answers routine questions: deadlines, document status, service info
Books consultation appointments with new and existing clients
Captures new client details and qualification information
Routes complex queries to the appropriate team member
Comparison
Estera Agents vs.
The Alternatives
Look beyond cost. Hiring a person means months of recruiting, contracts, admin overhead, and the risk they leave at any moment.
| Estera Agents | Staff Member | No solution | |
|---|---|---|---|
| Available 24/7 | Yes | No | No |
| Estimated monthly cost | from €49/month | €1,200–2,000/mo* | Lost customers |
| Weekends & holidays | Included | Extra cost | Missed calls |
| Simultaneous calls | 30+ | 1 at a time | 0 |
| Simultaneous conversations | Unlimited | 1 at a time | 0 |
| WhatsApp confirmations | Automatic | Manual | No |
| Staff turnover risk | Zero | High in hospitality | - |
| Setup time | 3 Minutes | 4–8 weeks recruiting | - |
| Management overhead | None | Daily | - |
| Cancel anytime | Yes | Notice + legal risk | - |
| HR & admin paperwork | None | Contracts, payroll | - |
* Recruiting timelines and costs are based on hospitality industry averages. Staff turnover rate in hospitality averages 70–80% annually. Estera setup time may vary depending on your existing calendar and phone systems. Monthly staff cost includes gross salary plus employer contributions and is based on hospitality industry averages in Romania/Eastern Europe.
FAQ
Questions about Estera
for accounting firms
Everything you need to know before getting started.
Create your own agent now
3-minute setup. No code, no tech team required.