AI receptionist for accountants
- March-April call volume 3x normal, partners can't bill while answering 'how much for my return?' calls.
- New corporate-vs-personal intake needs entity type, fiscal year-end, and complexity flags. Your front desk forgets half.
- Returning clients calling about CRA notices, deadlines, or installment payments need an answer, not a callback in 3 days.
- Discovery-call qualification is the #1 time sink for partners and managers.
- 24/7, Tax-season intake: March and April capture
- 0, Missed calls: Every caller answered live
- Captured, Entity details: Personal, corp, T2, GST
- Live, Discovery booking: Qualified clients only
What Gala does
- Tax-season surge handling: March-April call volume 3x normal? Gala absorbs every call, books discovery slots into your shared calendar, and triages CRA-deadline emergencies separately.
- Corporate vs personal routing: Entity type, fiscal year-end, revenue range, and complexity flags captured upfront. Personal T1s route differently from corp T2s. Every time.
- CRA notice intake: Existing client calling about a CRA letter? Gala captures the notice number, date, type, and routes it to their assigned accountant with full context.
- Deadline-priority triage: Personal tax deadline, GST/HST filing, T2 due dates. Gala recognizes deadline urgency and slots them into the right priority bucket.
- Discovery-call qualification: Captures business size, books used (QuickBooks, Xero, paper), services needed (bookkeeping, tax, advisory). Partners only meet pre-qualified prospects.
- Multilingual: Detects the caller's language on the first sentence. Critical for Quebec firms managing both bilingual clients and Revenu Québec correspondence. Works best in French and English.
One number, two languages, no surcharge
Gala answers in Québécois French or in English depending on who is calling, with no keypad menu and no transfer. Most providers in this market are built for English and Spanish, and several bill a second language as a monthly add-on.
Your data stays in Canada
The moment a caller gives a name, an address, or a payment detail, you are handling personal information, so ask any vendor where the recordings live. Here, data is stored in Canada, on a Québec-based application server, voice processing runs under zero data retention, and your data is never sold or used to train third-party models.
What it costs
A flat monthly rate in Canadian dollars with no setup fee and no contract, bilingual included. Plans: Essential $129/mo (250 minutes), Advanced $249/mo (500 minutes), Enterprise $439/mo (1,000 minutes). See every plan.
Frequently asked questions
- Can Gala handle the spike in calls during tax season?
- Yes. Gala scales to thousands of simultaneous calls. During tax-season peaks it can absorb several times your normal daily volume without a single missed call or extra staff.
- Does Gala integrate with QuickBooks for accounting firms?
- Yes, QuickBooks integration: customer profiles and invoice statuses sync automatically. Xero and FreshBooks can be connected as a custom integration during setup.
- How does Gala handle CRA notice calls from existing clients?
- Gala captures the notice number, notice type, and deadline, then routes the call directly to the assigned accountant with the full context already attached.
- How is client financial data protected?
- Data is Canadian-hosted, end-to-end encrypted, with a DPA on file and per-staff access controls. No client financial data leaves Canadian infrastructure.
Related use cases
Related
Gala AI Receptionist · Pricing · What an AI receptionist costs · ROI calculator · Gala vs other services
AI Receptionist ·
AI Admin Assistant ·
Pricing ·
How it works ·
Call Gala ·
Industries ·
Use cases ·
FAQ ·
Blog ·
About ·
Contact
Contact: contact@gavion.ai · +1 (514) 534-1298 · +1 (855) 505-0607 (toll-free) · Québec, Canada · Service across Canada in English and French.