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Trillet

AI receptionist that answers a tax or CPA firm's calls, screens new callers by service and urgency, texts booking links and summarizes calls.

Visit trillet.ai

What the AI doesAI receptionist: new-vs-existing caller identification, service and urgency screening, tax-situation capture, booking link by text, call recording, transcription and summaries; voice, SMS and email agents
Who it servesSolo practitioners, Small CPA firms, Tax offices
Starting price$49/mo (150 min)
Pricing modelPer month flat + overage
Free trialNo
Best fitSolo practitioner, Small firm
CategoryClient Communication, Portals & AI Receptionists
Works withGoogle Calendar, Outlook, Cal.com, GoHighLevel, ServiceTitan, Twilio, Telnyx
SOC 2Stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

Trillet 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

Trillet starts at $49/mo (150 min), per month flat + overage.

Good to know

Trillet's Receptionist plan is $49/mo with 150 minutes included and $0.20 a minute after that, month to month with no setup fee; there's no trial, but a 28-day money-back guarantee instead. The accountants page screens callers for tax preparation, business filing, payroll, planning, audit representation and bookkeeping, identifies new versus existing callers, texts a booking link and declines out-of-scope work, all on your existing number. SOC 2, ISO 27001 and HIPAA badges are on the site; the self-serve receptionist sits alongside an agency product for regulated sectors.

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