Tax season turns your lobby into a DMV. It doesn't have to.
Face2me greets clients, collects and scans tax documents, manages appointment scheduling, and answers 'what do I need to bring?' — handling the January-to-April crush without extra staff.
4 months
Peak season handled without temp hires
70%
Fewer incomplete document visits
$3,500/mo
Saved vs. seasonal receptionist
Problems we solve for accounting & cpa firms
Tax season creates a 4-month staffing nightmare — hiring temp receptionists is expensive and unreliable
Clients arrive without required documents, wasting the CPA's time and requiring follow-up visits
Appointment scheduling and rescheduling during peak season overwhelms the phone line
Off-season, the full-time receptionist has little to do — you're paying for 8 months of low utilization
What Face2me does as your accounting office assistant
How it works — 3 steps
01
01
Custom avatar
We configure a accounting office assistant avatar with your branding, voice, and workflows.
02
02
Place the kiosk
Tablet + stand at your location. Plug in and go live within days.
03
03
Automated operations
Your accounting office assistant handles check-ins, questions, and reminders — 24/7.
ROI Bottom Line
Handle tax season without temp hires and reduce incomplete-document visits by 70%
Frequently asked questions — accounting & cpa firms
How much does an AI receptionist kiosk cost for a CPA firm?+
Face2me starts at $599/month for a single-location Starter plan, with setup from $2,000. Growth plans for firms with up to three locations run $999/month with setup from $8,000. Multi-location Enterprise pricing is $1,500+/month per location with custom setup. All plans are month-to-month with no annual contract, and hardware, software, and support are included.
Does Face2me integrate with Lacerte, CCH Axcess, or QuickBooks Online Accountant?+
Face2me doesn't have pre-built integrations with Lacerte, CCH Axcess, or QuickBooks Online Accountant. The kiosk's current out-of-the-box integrations are Dentrix, Open Dental, Eaglesoft, Opera PMS, Mews, Mindbody, AthenaHealth, and Stripe terminal for card payments. For accounting firms, Face2me builds a custom API integration with your practice management or scheduling software as part of setup.
How long does it take to set up an AI receptionist at an accounting office?+
Face2me goes live in 7 to 10 business days from signing. The team visits your office in person to install the kiosk and builds a custom integration with your scheduling and client-management systems, so it's ready before the tax season rush. No IT staff is required on your end during setup.
How do I staff my front desk during tax season without hiring temps?+
Face2me reduces the need for seasonal temp receptionists during the January-to-April rush. It checks clients in with 99.2% name-match accuracy, confirms appointments, handles intake forms, and collects payments at check-in, all without a staffing spike. Because pricing is month-to-month, you're not locked into a seasonal receptionist's salary during the slow months either.
How can I stop clients from showing up to tax appointments without the right documents?+
Face2me's kiosk handles digital intake and consent forms at check-in, and SMS appointment reminders — shown to cut no-shows by about 40% — reach clients before they arrive. A dedicated document checklist or scan-and-upload feature for tax documents isn't a standard capability; that kind of workflow would be built as a custom integration for your firm.
Is an AI receptionist kiosk worth it if my firm is slow outside tax season?+
Yes, because the cost problem it solves is seasonal understaffing, not year-round headcount. Face2me runs on a flat month-to-month rate with no annual contract, so you are not locked into paying for a full-time receptionist during the slow eight months. Outside tax season it still handles check-in, appointment lookup, and intake forms, so it stays useful, not idle, when volume is lower.
Ready to see it in action?
Book a 20-minute demo customized for accounting & cpa firms.