Professional services · AI Assistant solution

Voice and connected help for accounting firms.

Capture client needs, document requests, deadlines, and consultation details.

Choose Samantha for customer voice and text, or Gigi for the same customer experience plus calendars, email, files, reminders, and persistent business memory.

Compare $99 and $299 plans Chat or Talk with Samantha

Interactive Samantha voice demo · Coming soon

AI Assistant solution for Accounting firms

Choose your level

Start with conversations. Add connected daily work.

$99/mo

Samantha AI Assistant

Coming soon

Configured around the customer questions, scheduling needs, and team handoffs used by accounting firms.

Agentic features

Answers common accounting firms questions any time
Captures tax, bookkeeping, or accounting help and contact details
Qualifies interest before a consultation
Natural voice and text conversations powered by OpenAI and Google Gemini models
Google Voice call routing and team notifications
Two-way SMS intake, reminders, and follow-up
HighLevel contact, conversation, calendar, and pipeline updates
Business-specific answers from the information you select
Lead qualification, conversation summaries, and staff routing

Setup AI Assistant Wizard

Coming soon

$299/mo

Gigi Connected AI Assistant

Available

Configured around the customer questions, scheduling needs, and team handoffs used by accounting firms.

Agentic features

Answers common accounting firms questions any time
Captures tax, bookkeeping, or accounting help and contact details
Qualifies interest before a consultation
Everything included with the $99 AI Assistant
Google Calendar scheduling and reminder support
Gmail drafting, inbox summaries, and follow-up preparation
Google Drive file organization and knowledge retrieval
Slack task updates and team reminders
Persistent business memory for preferences and recurring context
Reusable playbooks that improve repeatable work
Scheduled check-ins and follow-up tasks
Up to 12 websites or documents in the business knowledge library
One custom AI training session each month

Choose Gigi at $299/mo

All prices are recurring monthly subscriptions. Phone, messaging, model usage, carrier registration, taxes, and third-party services may be billed separately.

Three sample conversations

See the customer conversation and the next business action.

Each example can be turned into an automated setup wizard using approved business facts, routing rules, calendars, and HighLevel fields.

Sample conversation 1 of 3

New inquiry

Customer

“I need help with tax, bookkeeping, or accounting help.”

Samantha

“I can help with that. I’ll ask a few quick questions so the accounting firms team can respond with the right next step.”

Business result

Captures the request and moves the customer toward an accounting consultation.

Useful workflows

1.New inquiry → collect details → an accounting consultation
2.Missed call → text response → a consultation
3.Common question → helpful answer → next best action
4.Qualified lead → HighLevel contact → team notification

Connected tools

HighLevel ContactsHighLevel ConversationsHighLevel CalendarVoiceSMSGoogle CalendarGmailGoogle DriveSlack