Ask Otto ⌘J
Your front desk keeps the phones
Otto takes the overflow, the after-hours calls and the document chasing, so your team works the clients in front of them instead of the callback list.
Stop chasing clients for paperwork.
Otto is the AI inside Insight On Demand, built for accounting, tax and bookkeeping firms. It picks up when your team can't, chases the documents your clients forgot, sends the engagement letter and sets up the monthly work, while the tax work and the advice stay with you.
See it for
Works alongside the tools you already run
- Gmail
- Google Calendar
- QuickBooks
- Stripe
- Square
- Zoom
- Google Drive
- Xero
- PayPal
- Slack
The calls, the documents, the follow-up. Handled.
Phones, document requests, engagement letters and payments on one client record your whole firm shares, with Otto doing the work inside it.
Every call answered, even in the busiest week of the season.
When tax season floods the phones, Otto picks up the overflow and the after-hours calls in your firm’s name, tells clients what is still missing from their checklist and books the review. Anything about a client’s taxes goes to a person.
- No voicemail, no full mailbox
- Tax questions routed to a preparer
- Reviews booked, confirmed by text
Every new client hears back before they call the next firm.
Web forms, texts and emails land in one inbox. Otto drafts the reply from your fee schedule and your calendar and shows exactly why. Approve it in one tap, or let Otto send the ones you trust it with.
- Replies drafted in about 12 seconds
- "Why this" shows what Otto used
- Late-night emails wait until 8 AM
No new client proposal goes quiet again.
Every prospect on one board, from the first call to the signed letter. Otto flags the proposals that stalled, drafts the follow-up in your words and keeps working it until it’s a yes or a clear no.
- Stalled proposals flagged for you
- Follow-ups drafted in your words
- Calls, emails and documents on one record
Signed before the work starts, tracked to the minute.
Send the engagement letter from your template straight from the client record. See when it was opened and signed, take the retainer by link, and the work moves into the queue by itself.
- Engagement letters in two clicks
- Opened, signed and retainer paid, tracked
- Unsigned letters chased for you
Retainers in, invoices closed, nobody chasing.
Send a payment link from any engagement, take the retainer in two clicks, and bill monthly bookkeeping clients through your own Stripe account. Payments post to QuickBooks, and the collections agent sends kind reminders until it is paid.
- Payment links and retainers on every engagement
- Monthly clients billed on the first
- Overdue invoices chased for you
The review calendar fills itself, and clients show up ready.
Otto books reviews and check-ins into your preparers’ open times, confirms by text and reminds the night before with the list of what to bring. When a meeting cancels, it offers the time to clients waiting for an earlier one.
- A booking link per meeting type
- Reminders with what to bring
- Synced with Google Calendar
Your best preparer’s habits, written down.
Otto listens to your calls and staff meetings and turns how your best people work into playbooks every seasonal hire follows from day one. You approve every change.
- Drafted from real calls and meetings
- The quotes it used, side by side
- Onboarding for every seasonal hire
Run the firm from one question.
Ask how yesterday went, which clients are still missing documents, or which recurring work is due this week. Otto answers from everything in your firm and does the work when you say so.
- A morning brief before the first meeting
- Approvals in one tap
- Works from your phone
Your phone rings at 6:47 PM. Otto picks up.
Your office closed at 5. Type your firm's name and hear Otto take the call as you.
Northgate CPAReady
Booked
Saved to the customerAfter your office closed
- Call answered
Iris asked what’s still missing. Upload link texted, review booked Thursday.
- Inquiry answered
Ben is a year behind. Review offered, approved from the couch.
- Email held
Kofi’s reminder waits until 8 AM. Nobody gets a late email.
- Tax question
A client asked about a letter. Sent to Opal for the morning.
- Morning brief
19 calls answered after hours, 7 reviews booked, 2 waiting for you.
Want to hear Otto answer as your firm? We set up a live test on your own number during the demo.
Book a live demoWhat is a missed call costing your firm?
Four in ten calls to local businesses never reach a person (Invoca, 2025). Put in your own numbers: return fees and the monthly clients behind them.
Work booked by the next firm on the list
$37,762a month
About $453,143 a year: 29 jobs a month, about 4 of them monthly bookkeeping clients, booked by whoever answered first.
Benchmarks: Invoca 2025 (61% of calls reach a person), CallRail 2025 caller survey. Starting values are examples, not your numbers. Your results depend on your market.
And who covers it today
What usually happens at a busy firm to the call after hours and to the documents nobody chased.
The call at 6:47 PM in March
- Voicemailafter the office closesNext firm
- Answering servicebilled by the minuteA message
- Another seasonal hirewage, training, one seasonHome at 5
Insight On Demand with OttoAnswered and booked
The documents still missing
- Your preparersbetween returnsIf there's time
- One emailsent onceBuried
- A client portalwaits for them to log inForgotten
Insight On Demand with OttoChased until it’s all in
Not another portal to babysit. Describe the system you need.
Tell Otto what your firm needs in a sentence: document chasing, tax season intake, monthly bookkeeping, seasonal hiring. It builds the tables, forms, booking links, automations and the agent that runs them, and waits for your okay.
One system underneath. See every part.
Otto, building by asking, tables and dashboards, the front office and over 1,500 apps, each with its own page.
- Otto, your AI agent
An AI agent with its own computer. It works in the background, tells you what matters and asks before anything goes out.
See how it works - Build by asking
Describe a system in a sentence. Otto builds the tables, forms, automations and agents, and you switch it on.
See how it works - Tables and dashboards
Track anything, link it to your customers, let agents work inside it and see the numbers live.
See how it works - CRM and front office
Phones, inbox, customers, pipeline, booking, contracts, payments and campaigns as one system.
See how it works - Integrations
Over 1,500 apps. Move everything in without retyping, or keep a tool you like connected.
See how it works
The same firm. A different tax season.
MomentWithout OttoWith Otto
Tax season hitsEvery line rings. Callers hang up and try the next firm.Otto picks up the overflow and books the review.
A call after 5 PMVoicemail, and a full mailbox by March.Otto answers, books it, texts the upload link.
A client’s tax questionAnswered by whoever picked up.Routed to a preparer, every time.
Missing documentsChased by email when someone remembers.Reminded on day 3, 7 and 14 until it’s all in.
Live after one call. We do the moving.
Setup call
We connect your phone line, calendar and inbox with you, alongside your tax software.
Clients moved in
Clients, return types, recurring work and open proposals, from a spreadsheet or your current system. Nothing retyped.
Otto learns your firm
Services, fee schedule, document checklists, your engagement letter and who answers which questions, approved by you.
Go live
Overflow and after-hours calls forward to Otto. Your number stays yours.
Built for owners who are still the bottleneck.
You built a firm clients trust with their numbers. Yet the busy-season calls, the documents nobody sent and the monthly work set up by hand still land on you. Otto picks them up, so the firm keeps moving while you are deep in a return.
OttoThe AI inside Insight On Demand
Alongside your tax software
Keep the tax software and the ledger you run today. Otto answers, books, requests and reminds next to them, and nothing gets ripped out.
Your firm. Your data. Your rules.
Otto works for you, inside limits you set, on a record your whole team can see.
- Your data stays yours
- Export everything, any time. We never sell it.
- A person is always reachable
- Clients can ask for a person at any point, and every tax question goes to someone at your firm.
- Approvals you control
- Decide exactly what Otto may do alone, like sending document reminders. Engagement letters, fees and anything unusual wait for one tap.
- Access by role
- Preparers, bookkeepers and the front desk see what their role allows, and every action is logged on the record.
One plan. Everything included. One monthly price.
Insight On Demand with Otto
One planbilled monthly
One monthly price, sized to your firm. Setup happens on a call with you, and your whole team is included, seasonal staff too.
Or hear Otto first- Otto answers overflow and after-hours calls
- Replies to every text, email and web inquiry
- Document requests chased until the checklist is complete
- Recurring monthly work, statement requests and monthly billing
- Booking pages, reminders and calendar sync
- Engagement letters and e-signature
- Payment links, retainers and invoices
- Review requests after every finished return
- Custom agents and systems built from a sentence
- Tables and dashboards for your whole firm
- Playbooks from your calls and meetings
Questions firm owners ask.
Is this an answering service?
No. An answering service takes a message and passes it on. Otto books the review into your calendar while the client is still on the line, texts the upload link and keeps chasing what is missing.
Will Otto give tax advice?
No. Otto books, requests, reminds and writes. It never says what a client owes or qualifies for, and anything about a client's taxes goes to a person at your firm.
We already have a front desk. Why would we need Otto?
Otto backs them up rather than replacing them. It picks up the overflow in tax season, answers after hours, and does the document chasing and follow-ups your team never gets to between calls.
Does it work with our tax software?
Otto works alongside the tax software and the ledger you run today, and nothing gets ripped out. Payments can post to QuickBooks. On the setup call we look at your exact setup and tell you plainly what connects and what doesn't.
What client data goes in?
You choose. Many firms start with names, checklists, engagement letters and invoices. What client tax information goes in is your firm's call, made with your own advisers.
Is Otto a person or software?
Otto is the AI built into Insight On Demand. It answers calls and messages, keeps your records current and does the follow-up. Your team stays in front, and clients can always reach a person.
Will it sound like a robot to clients?
Otto speaks and writes from the answers, fees and policies you gave it. Most callers just notice someone picked up.
What if it quotes the wrong fee?
Fees only come from the schedule you approved, and engagement letters or anything over your limit wait for your okay. It cannot invent a discount.
Is it built for a firm our size?
It is built for small, owner-run accounting, tax and bookkeeping firms, where a season of calls, missing documents and monthly work all land on a few people.
Do I keep my phone number?
Yes. We set up call forwarding with you on the setup call, for overflow, after hours or every call. Your number stays yours.
How long does setup take?
One setup call. We connect your phone, calendar and inbox, load your services, fee schedule and document checklists, and import your clients and recurring work with you.
What happens to my data?
It is yours. Export it any time. Calls and messages are stored on the client record, and access is limited to your team.
Tonight, let Otto pick up.
One setup call. Your phones, your calendar and your missing documents, working for you before the next deadline.