Accounting that answers,
even during tax season.
Keep every client conversation organized — calls, texts, and messages in one platform so your team responds faster and manages more clients with less effort.
Instant response, even during tax season.
74% of inquiries to accounting firms go unanswered, and 78% of prospects choose the first firm that replies. XBert AI captures client details, books appointments, answers tax-season questions, and routes urgent matters to the right CPA. Your team stays billable instead of buried in admin.
Robert Kessler called regarding year-end tax planning. Booked a meeting with Karen Summers for Thursday at 10 AM. Topics: equipment depreciation and S-Corp election.
Clients get through during tax season
When your team is buried in returns or in a meeting, XBert answers, captures what the client needs, and books a callback with the right CPA.
Deadline questions, answered on the spot
Common questions about filing deadlines, required documents, and appointment availability handled by AI so your CPAs stay billable.
Intake that runs itself
AI captures client details, answers common questions, and books appointments without your staff picking up the phone.
Works with QuickBooks, Xero, and more
Connects with the accounting and CRM tools your firm already uses through Zapier and native integrations.
Works with your firm's favorite tools
The numbers behind modern accounting.
Of calls to small businesses go unanswered during business hours.
Forbes, 2024Average business lead response time. 23% of companies never respond at all.
Harvard Business ReviewOf customers buy from the first company to respond to their inquiry.
MIT Lead Response StudyOf callers sent to voicemail won't leave a message. They call your competitor instead.
ForbesMore likely to qualify a lead when responding within 5 minutes versus 30 minutes.
MIT Lead Response StudyCustomers will leave a brand they love after just one bad experience.
PwCSaved per employee per day by advanced AI users in accounting.
Harvard Business ReviewOf organizations now use AI in at least one business function, up from 72% in 2024.
McKinsey, 2025XBert AI handles real
customer conversations.
Listen to XBert handle real conversations across industries. It understands intent, responds naturally, and resolves issues on its own.
Accounting firm inquiry
Hear XBert handle a client calling about tax preparation services and appointment availability.
Healthcare appointment
Experience XBert scheduling patient visits and managing after-hours calls for a medical office.
Legal client inquiry
Hear XBert qualify new client inquiries and route to attorneys with full context.
Smart routing.
No complex setup.
XBert handles client intake across every channel, capturing service needs, booking consultations, and routing by expertise and urgency so your CPAs stay focused on advisory work.
Explore More:
Built to perform.
Built to protect.
XBert is built on Nextiva's enterprise-grade infrastructure. Your client financial data stays safe, conversations stay confidential, and you stay in control.
Bank-level security
All voice and data transmissions are encrypted end-to-end across Nextiva’s SOC II-audited infrastructure. Sensitive client financial information stays protected whether your team is in the office or working remotely.
You control access
Control who can access client records, call recordings, and account details. Set permissions by role — from partners to seasonal staff — so sensitive data is only visible to the people who need it.
Always on. Tax season included.
Nextiva’s redundant data centers and carrier-grade network guarantee your phones stay online when call volume peaks. No missed calls because of a system outage when your clients need you most.
Certified by experts
Nextiva meets the highest security and compliance standards to protect your client communications.
Every feature your firm needs. AI built in.
Unlimited Calling
US and Canada calling included with every plan.
Business SMS & MMS
Text clients from your firm’s business number about appointments and documents.
Auto Attendant & IVR
Route callers to the right accountant or department.
Call Flow Builder
Design routing with business hours and priority rules.
Voicemail Transcription
Read voicemails as text between client meetings and deadlines.
Mobile App
Your firm's phone system in your pocket. iOS and Android.
Call Forwarding
Route calls to any number when you’re with clients or away.
Caller ID
Show your firm's name on every outbound call.
Call Recording
Record inbound and outbound calls with automatic archiving.
AI Transcription
Every call transcribed and searchable for client documentation.
Conversation History
Full client communication thread across calls, texts, and emails.
Team Collaboration
Internal messaging between accountants, bookkeepers, and staff.
Video Conferencing
Secure video meetings for client reviews and tax planning sessions.
File Sharing
Share documents securely in any client conversation.
Conference Calling
Multi-party calls for client reviews and team discussions.
Contact Import
Bring in your Google and Outlook contacts automatically.
XBert AI Receptionist
Answers calls 24/7, captures client details, and routes to accountants.
Call Summaries
AI-generated recaps with client details after every call.
Smart Routing
AI routes calls by service type, urgency, and availability.
Sentiment Analysis
Detect caller urgency and emotional state in real time.
Automated Follow-ups
Confirmation texts and reminders sent automatically.
Voice Analytics
Track call volume, missed calls, and appointment booking rates
Call Pop
See client details and account history the moment the phone rings.
Number Porting
Bring your existing firm numbers to Nextiva with zero downtime.
Frequently Asked Questions
How does XBert handle calls during tax season when our staff is at full capacity?
XBert answers every call instantly, captures the reason for contact, books appointments based on your team’s real-time availability, and routes urgent matters (like IRS notices or filing deadlines) directly to the right accountant. Your team gets a full summary with client details and topics to prepare, so they can stay focused on returns.
Does Nextiva integrate with our accounting software like QuickBooks or Xero?
Nextiva connects with QuickBooks Online and Xero through Zapier, so you can automate workflows like logging client calls, updating records, or creating follow-up tasks. Native integrations with Salesforce, HubSpot, and Microsoft Teams are also built in for firms that use those platforms.
Is Nextiva compliant with financial data privacy requirements?
Yes. Nextiva’s platform runs on SOC II-audited, PCI-DSS-certified data centers with encrypted communications. Accounting firms benefit from the same enterprise-grade security infrastructure, call encryption, and access controls that protect sensitive client financial data.
Can we port our existing firm phone numbers to Nextiva?
Absolutely. Nextiva handles number porting for local, toll-free, and vanity numbers. Local numbers typically port in 3–5 business days, with toll-free numbers taking 7–10 business days. Your existing numbers transfer seamlessly, so clients won’t notice any change in how they reach your firm.
What happens when a client calls with an urgent issue — like an IRS audit notice?
XBert is trained to recognize urgency through keywords, context, and caller sentiment. When a caller mentions audit notices, filing deadlines, or penalty letters, XBert immediately routes the call to a live team member and sends an alert with the client’s account details and the nature of the issue. No urgent matter sits in a queue.
How long does it take to set up Nextiva for our firm?
XBert’s AI receptionist can be configured in under an hour. Full deployment with number porting and team onboarding typically takes two to four weeks. The platform is designed for non-technical users — your staff won’t need IT training to start using it.
Will AI replace the personal relationship our clients expect from their accountant?
No. XBert handles the operational layer — answering calls, booking meetings, capturing details, and routing inquiries. Your accountants still handle every client conversation, advisory session, and filing. The difference is that no call goes unanswered and every client gets an immediate response, which actually strengthens the relationship.
See how Nextiva works for accounting firms.
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