Brilo 2.0
Front Desk Phone Coverage
Buttoned-Up AI Receptionist for Accounting Firms
Accounting firms rely on Brilo's AI Receptionist to answer every call, intake new tax clients, book consultations against the calendar, and cover the phone through tax season, so accountants stay focused on the books instead of the front desk.
Where Accounting Firms Lose Time on the Phone
Where Accounting Firms Lose Time on the Phone
Where Accounting Firms Lose Time on the Phone
During tax season the phone never stops, so accountants get pulled off client work to answer the same questions, new-client calls go to voicemail, and appointment requests pile up faster than staff can return them.
Phone ringing nonstop during tax season
Brilo AI answers the tax-season surge, handles routine questions, and books appointments, so accountants stay on returns instead of the phone.
Major Problems & Solutions
Missed new client intake calls
Brilo AI intakes new tax and bookkeeping clients on the call, captures their situation, and books the first consultation before they call elsewhere.
Repeat questions on deadlines and documents
Brilo AI answers questions about deadlines, documents to bring, and status instantly, so staff stop fielding the same calls all day.
After-hours calls when clients are free
Brilo AI answers evening and weekend calls during busy season, captures the new client lead, and books the consultation for the next day.
Brilo 2.0
Voice AI Driven for Accounting Front Desk
What the Accounting AI Receptionist Handles Across Intake, Appointment, and Tax-Season Lines
What the Accounting AI Receptionist Handles Across Intake, Appointment, and Tax-Season Lines
What the Accounting AI Receptionist Handles Across Intake, Appointment, and Tax-Season Lines
What the Accounting AI Receptionist Handles Across Intake, Appointment, and Tax-Season Lines
From new client intake to appointment scheduling to after-hours tax-season calls, Brilo covers the three call types that pull accountants off the books.
From new client intake to appointment scheduling to after-hours tax-season calls, Brilo covers the three call types that pull accountants off the books.
New Client Intake
Brilo AI answers accounting calls and intakes new tax clients on each call. Books fill before season.
New Client Intake
Brilo AI answers accounting calls and intakes new tax clients on each call. Books fill before season.
Appointment Schedule Booking
Brilo AI books accounting consultations on the calendar and confirms each meeting. Slots book up fast.
After-Hours Tax Questions
Brilo AI answers accounting calls after hours and captures every new lead. Nobody hits the voicemail.
Before Brilo, tax season buried us and we lost new clients to voicemail while we were heads down on returns. The receptionist now intakes clients and books consultations any hour, and we kept every lead through April.
Managing Partner
-
Hartwell and Co. CPAs
Before Brilo, tax season buried us and we lost new clients to voicemail while we were heads down on returns. The receptionist now intakes clients and books consultations any hour, and we kept every lead through April.
Managing Partner
-
Hartwell and Co. CPAs
Brilo 2.0
Automate Accounting Firms Front Desk
Bringing Brilo Online Across Accounting Intake, Appointment, and Tax-Season Lines
Bringing Brilo Online Across Accounting Intake, Appointment, and Tax-Season Lines
Bringing Brilo Online Across Accounting Intake, Appointment, and Tax-Season Lines
Bringing Brilo Online Across Accounting Intake, Appointment, and Tax-Season Lines
Whether it is a January intake rush or a client calling at 9 PM in April, the AI Receptionist holds the firm line with calm, professional composure.
Whether it is a January intake rush or a client calling at 9 PM in April, the AI Receptionist holds the firm line with calm, professional composure.
1
Connect Brilo to Your Firm Tools
2
Train on Your Client Call Types
3
Deploy on Your Firm Lines
4
Tune Across Your Call Mix
Brilo 2.0
Financial Integrations
The Accounting, Payment, and eSignature Tools Brilo Reads Live
The Accounting, Payment, and eSignature Tools Brilo Reads Live
The Accounting, Payment, and eSignature Tools Brilo Reads Live
The Accounting, Payment, and eSignature Tools Brilo Reads Live
Brilo plugs into the accounting and document tools firms already run, reading live calendars and client records so callers get intaked and booked without an accountant stepping in.
Brilo plugs into the accounting and document tools firms already run, reading live calendars and client records so callers get intaked and booked without an accountant stepping in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Financial
QuickBooks
Accounting platform for firms and their clients. Brilo can answer basic account questions and route detailed ones to staff, cutting interruptions during busy season.
Financial
Xero
Cloud accounting platform. Brilo logs new client details and routes bookkeeping questions to the right person, so intake is clean from the first call.
Financial
Stripe
Payment processing platform. Brilo can collect a retainer or consultation fee on the call, so a new engagement is secured before the caller hangs up.
Financial
DocuSign
eSignature platform. Brilo can point new clients to engagement letters and document requests and trigger the next signing step once an accountant is looped in.
Brilo 2.0
Accounting Firms Call Support
Frequently Asked Questions
Frequently Asked Questions
Answers to what firm partners ask most before handing the phone to Brilo, from new client intake to appointment booking to tax-season coverage.
Answers to what firm partners ask most before handing the phone to Brilo, from new client intake to appointment booking to tax-season coverage.
How does Brilo handle the tax-season phone surge?
How does Brilo handle the tax-season phone surge?
Can Brilo intake new clients for my firm?
Can Brilo intake new clients for my firm?
How does Brilo protect client financial information?
How does Brilo protect client financial information?
What happens with after-hours calls during busy season?
What happens with after-hours calls during busy season?
Will Brilo help us keep more clients?
Will Brilo help us keep more clients?
Which tools does Brilo connect with for accounting firms?
Which tools does Brilo connect with for accounting firms?
Which calls can Brilo handle on its own?
Which calls can Brilo handle on its own?
How soon can our firm be live with Brilo?
How soon can our firm be live with Brilo?
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
Join Discord
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Schedule a quick call with our team to explore solutions for your needs.
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Industries
Usecases
Integrations
Legal & Community
Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community
Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community
Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community