Home / Client Communication, Portals & AI Receptionists
Dialzara
AI phone receptionist that answers a firm's calls around the clock, screens new clients, books appointments and emails call summaries.
| What the AI does | AI receptionist (50+ voices) with client intake and screening, priority routing for urgent matters such as IRS notices, appointment booking, call summaries and transcription; AI SMS agent; website chatbot |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | $29/mo (60 min) |
| Pricing model | Per month flat + overage |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Client Communication, Portals & AI Receptionists |
| Works with | Zapier, QuickBooks Online, Xero, Karbon, Canopy |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Dialzara 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
Dialzara starts at $29/mo (60 min), per month flat + overage. There is a free trial.
Good to know
Dialzara is an AI phone receptionist with an accountants page that speaks the firm's language: tax-season call screening, priority routing for callers with an IRS notice, routing by service to tax, bookkeeping, payroll or advisory, and recognition of existing clients by phone number. Business Lite is $29/mo for 60 minutes (then $0.48/min), Pro $99 for 220 minutes, Plus $199 for 500, Elite $349 for 1,000 with warm transfers; an AI SMS agent comes free with any inbound plan and a website chatbot is $39/mo. Month to month, no setup fee, 7-day trial.
More in Client Communication, Portals & AI Receptionists
- Abby ConnectHuman and AI receptionist service for accounting and CPA firms that screens calls, books consultations and handles client intake 24/7.From $164/moDetails
- 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
- 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