Accounting demo

Demo — not a real customer result

Your AI front desk for accounting.

Seasonal tax calls book the firm that names a consult time first.

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What the customer sees

0:16

Scripted sample from a sample calendar labeled demo. Not a live call, and nothing here texts or dials a real number.

  1. CustomerI need a tax-prep consult. Do you have anything this month?
  2. AltaThis is Alta with an accounting firm. This is a demo. Is this tax prep, bookkeeping, or a consult?
  3. CustomerNew client. Later this month is fine.
  4. AltaFrom the demo calendar I have Thursday at 7:30 AM, Friday at 12:00 PM, or Friday at 4:30 PM for a consult appointment. Which of those works?
  5. CustomerFriday at 12:00 PM for the consult, please.
  6. AltaYou're booked Friday at 12:00 PM for a consult appointment. A confirmation text would go out to the number on this thread. This is a demo — not a real booking.

Example services

  • tax prep
  • bookkeeping
  • payroll
  • consult

Typical caller questions

  • I need a tax-prep consult. What's open?
  • Can we book a bookkeeping intro?
  • Do you have payroll-setup consult times?
  1. Step 1

    The client calls or texts the shop line.

  2. Step 2

    Alta answers as an accounting firm, asks what is going on, and offers open times from the calendar.

  3. Step 3

    The caller picks a appointment; Alta confirms the time and says a confirmation text would go out.

This trade has no published job-value band. The general estimate used when a trade has no band is $200–$600. Not a recovered-revenue figure.