The Tax Chick.PRO is a small tax and bookkeeping firm in Houston. Many calls went to voicemail because there was no one to answer while client work was going on, and hiring a receptionist wasn't affordable. After a human answering service disappointed them, they set up an AI receptionist the same day.
Business type: Accountants & bookkeepers. Tool used: Smith.ai AI Receptionist. Result: The firm says the names, numbers and spellings it collected have been correct, and it won back a prospect it had thought was lost. No numbers given.
Source: Smith.ai case study (Company case study) · Added Thu, Oct 22 · Last updated 2026-10-23
The firm says the names, numbers and spellings it collected have been correct, and it won back a prospect it had thought was lost. No numbers given. (as reported by the source)
Guide: AI receptionist for small business: real examples and how to set one up
The Tax Chick.PRO is a small tax and bookkeeping firm in Houston. Many calls went to voicemail because there was no one to answer while client work was going on, and hiring a receptionist wasn't affordable. After a human answering service disappointed them, they set up an AI receptionist the same day.
Smith.ai AI Receptionist.
The firm says the names, numbers and spellings it collected have been correct, and it won back a prospect it had thought was lost. No numbers given. (as reported by the source)
Set up the AI receptionist with your services and how to handle each type of call. Have it collect names, numbers and the reason for each call. Read the call summaries and gather answers before you call back.
Answers come only from the source. Questions it doesn't answer are left out.
Our own prompt for copying this setup. Swap in your details. Not quoted from the source.
You answer calls for [Tax Firm]. Find out if the caller is a new or existing client and what they need help with (tax prep, IRS letter, bookkeeping, payroll). Get their name, number and the best time to call back. Do not give tax advice.
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A voice agent takes phone orders from a live menu, suggests add-ons, adds tax and reads back the total, then the order appears in a Google Sheet the kitchen watches.
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