For CPA & accounting firms

Your firm stops losing calls at the worst time of year.

Calvo answers, qualifies, and routes client calls with the accuracy your clients expect — trained on how your firm actually works.

See how it works

The problem

What firm partners tell us

  • Missed calls during tax season peak volume

  • Front desk staff overwhelmed with routine scheduling/status calls

  • Client trust requires professional, accurate call handling — no room for a bad AI experience

How it works

Four steps to an agent that knows your business.

  1. Tell us how your business runs

    We learn your services, hours, pricing logic, and the specific questions your callers actually ask.

  2. We build and train your agent

    Your Calvo agent is custom-configured — not a shared template — and tested against real call scenarios before it goes live.

  3. Calvo answers, every call

    Your agent handles inbound calls 24/7, escalating to a human exactly when it should.

  4. You see everything

    Transcripts, call outcomes, and performance are all visible in your dashboard.

What you get

Built around your operation, not a template.

Four things every Calvo agent does, whatever business it answers for.

  • Trained on your business, not a generic script

    Every Calvo agent is custom-built around how your business actually operates — your services, your tone, your edge cases.

  • Never misses a call

    Calvo answers instantly, every time, regardless of call volume or time of day.

  • Sounds like your business, not a robot

    Natural, low-latency voice conversations that don't feel like an IVR menu.

  • Full visibility

    Every call is logged, transcribed, and reportable through a dashboard your team actually checks.

Real result

CPA firm client

What changed for this firm.

Missed call rate
32%5%Before Calvo, after Calvo
Revenue lift
+13%Attributed to recovered calls

Pricing

Priced by how much of your phone we answer.

Start on a pilot. Move to the plan that matches your call volume once it has earned it.

  • Best for first-timers

    Pilot

    Start here

    $1,000/ month

    3,000 minutes included

    • 30-day risk-free pilot
    • Full refund guarantee
    • 24/7 AI coverage
    • Custom agent training
    • Real-time CRM sync
    Start with a pilot

    30-day pilot · Full refund if no measurable improvement

  • Standard

    After your pilot

    $1,700/ month

    5,600 minutes included

    • Real-time dashboard
    • 24/7 AI coverage
    • Weekly optimization
    • 48hr setup
    • Custom agent training
    Book a demo
  • ★ Peak SeasonMost popular

    Pro

    After your pilot

    $2,500/ month

    8,150 minutes included

    • Everything in Standard
    • Priority support
    • Spike season ready
    • Rotate back anytime
    Book a demo

Something else entirely?

High call volume, several locations, or a workflow none of this covers — tell us how it runs and we will quote it.

hello@getcalvo.com

Calvo also answers for

Next step

See it answer your phone.

A short call, a look at how your agent would handle your real callers, and a straight answer on whether Calvo fits.

Book a demo

Or email us hello@getcalvo.com