Home / Client Communication, Portals & AI Receptionists
Abby Connect
Human and AI receptionist service for accounting and CPA firms that screens calls, books consultations and handles client intake 24/7.
| What the AI does | AI Receptionist (24/7 conversational call answering with scheduling); Human + AI Receptionist mix set per call; AI-generated call summaries and sentiment in the AbbyGO app |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | $164/mo (50 Abby Minutes; AI minutes count half) |
| Pricing model | Per month flat + overage |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Client Communication, Portals & AI Receptionists |
| Works with | QuickBooks, Xero, FreshBooks, Excel, Google Sheets, Calendly, Office 365 |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Abby Connect is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: answering the phone, collecting what clients owe you and keeping every message and file in one secure place.
What it costs
Abby Connect starts at $164/mo (50 Abby Minutes; AI minutes count half), per month flat + overage. There is a free trial.
Good to know
Abby Connect sells a receptionist service built specifically for accounting and CPA firms, from solo CPAs to multi-partner practices, and lets you set the human-to-AI mix per call: a human minute costs one Abby Minute, an AI minute half of one. Starter is $164/mo for 50 Abby Minutes, Essential $329 for 100, Professional $599 for 200 and Growth $1,380 for 500, month to month with no setup fee. The AI Receptionist answers and schedules around the clock, and the AbbyGO app carries transcripts and AI call summaries. The trial runs 14 days or 500 minutes, whichever comes first.
More in Client Communication, Portals & AI Receptionists
- AssemblyBranded client portal and CRM for service firms with messaging, files, e-signature and payments, plus an AI app builder and client AI assistant.Free plan, then $29/moDetails
- CCH Axcess Client CollaborationClient engagement layer for CCH Axcess that automates 1040 intake, request lists, document classification and secure messaging with clients.Quote-basedDetails
- DialzaraAI phone receptionist that answers a firm's calls around the clock, screens new clients, books appointments and emails call summaries.From $29/moDetails
- Integra AI Answering ServiceFully managed AI answering service for accounting firms: Integra writes and maintains the script, and the AI answers, books and flags urgent calls 24/7.From $38/moDetails
- JustCallCloud phone system with an AI voice agent add-on that answers accounting-firm calls, books appointments and routes callers 24/7.From $29/user/moDetails
- LiscioClient portal with secure messaging, tasks, e-signature and document filing for accounting, bookkeeping and tax firms.From $19/user/moDetails