Sophia · your front office · every channel answered, 24/7
Every Missed Call Gets a Text Back in 90 Seconds. For Accountants
A new-client prospect in March is a $2,400 return plus an $8,900 year-round advisory relationship. Miss the call deep in an S-Corp return and they file with someone else by week's end. Sophia answers every channel so that client stays yours.
Get Sophia
a 15-min call to set her up
Live in 48 hours · you approve everything
One operator across phone, SMS, email, web, and social, for accountants and CPAs.
7
Channels, one operator
Phone · SMS · email · web · social · Google
168
Hours covered a week
24/7/365, never off, never sick
90s
To text every missed lead back
Answered before they call the next name
3
Roles, one operator
Receptionist + marketing + ops, replaced
Speed to lead is the only metric that matters
78% of customers go with whoever responds first. How long does your voicemail take to reply?
During tax season you can't stop a billable return to answer a new prospect, that's a $2,400 return plus an $8,900 advisory relationship gone, while forms, referral emails, and DMs pile up. Sophia handles every overflow call and message within 5 minutes, so prospects don't file elsewhere while you're heads-down.
Leads slipping away / week
On voicemail
14
On Sophia
1
↓13 fewer
Typical missed-to-answered shift in the first weeks.Illustrative
What Sophia does the second your phone hangs up for Accountants
Text back that books, not text back that broadcasts.
- SPEAK: texts back within 90 seconds of every missed call, in your name.
- SCREEN: asks the qualifier that matters, job type, urgency, ZIP, or budget.
- AUTOMATE: books in your calendar inside the same thread, no callback.
- SPEAK: catches missed texts, DMs, and form submissions at the same speed.
- DECIDE: escalates the urgent ones to you and holds the thread open.
- AUTOMATE: shows recovered revenue per channel in your dashboard.
Every channel answered. Every decision made. 168 hours a week, the work of three hires.
Operator, not software
A DIY bot needs you. An operator works for you.
Generic text-back tools you wire up and keep alive. Sophia is hired, not installed, she answers, follows up, and books without you in the loop.
A DIY AI tool
Software you run
- You configure it, write the prompts, and wire the workflows.
- Generic out of the box, it knows nothing about your work.
- One more app to log into, monitor, and keep alive.
- Hands you features and leaves the work to you.
- Charges per seat or per message, then needs babysitting.
Sophia
The operator you hire
- Arrives already set up and trained, nothing to build.
- Pre-trained in your trade, including the questions your customers actually ask.
- One operator who just works, across phone, text, email, web, social, and Google.
- Hands you outcomes, answered, booked, followed up, handled.
- Does the work of ~3 hires for a fraction of one salary. 168 hours a week, from $5/hour.
And she’s already trained in accountants and CPAs from day one, not a blank tool you have to teach.
Speed-to-lead math: voicemail vs. Sophia
Same missed call. Very different outcome.
| Part-time employee | DIY voicemail/IVR | Sophia | |
|---|---|---|---|
| Time to first reply | Staff calls back (hours, maybe) | Voicemail: never | <90 seconds, every time |
| Call recovered? | ~30% (if they pick up callback) | Almost never | ~70% of the time |
| Channels covered | Phone only, business hours | Phone only, no recovery | Phone + SMS + DM + forms |
| Cost | $1,440/mo (part-time staff) | $0 (and $50k/yr in lost jobs) | $1,597/mo (Sophia Pro) |
98%
of contacts answered
Across every channel Illustrative
168
Hours covered / week
24/7/365, never off
90s
To text a missed lead back
Before they call the next name
+54%
tax-season overflow calls captured vs. voicemail-only
+34%
year-round bookkeeping and advisory conversions
<5 min
reply to web leads most CPAs take days to answer
Average across JOOLT operators in their first 90 days.Illustrative
One operator. Five ways to pay her.
Pay-As-You-Win from $99/mo, or flat tiers, no per-call surprises.
Pay-As-You-Win
$99
+ $35/booking
Starter ⭐
Book a call
Solo · 1 location
Pro
Book a call
Most popular
Scale
Book a call
Multi-location
Enterprise
Book a call
Let's talk
Built for local businesses losing leads across every channel.
HVAC, plumbing, roofing, electrical, dental, vets, med-spas, real estate, legal, accounting, cleaning, landscape, restaurants, retail, gyms, salons — pre-trained on the 50 questions your customers ask.
See your industryQuestions accountants and CPAs ask before they hire her.
Won't an auto-reply text feel cold or robotic?
Not the way Sophia writes it, your business name, your tone, your service questions. Most callers don't realize it's automated; the ones who do appreciate a reply now instead of a wait until morning.
What if the caller really wants to talk to a human?
Sophia decides by your bar. When a caller needs someone now, she escalates, texts you, rings your on-call line, holds the thread open. She never traps a customer who wants a human.
Can Sophia quote tax prep fees accurately without me reviewing every call?
Yes, from your tier sheet, with your guardrails. Simple 1040s quote your set price; multi-state, K-1s, international, or entity returns get: 'Once we see your documents we'll firm up the quote, here's the starting range.' She never under-quotes a complex return.
Will she handle the quarterly and extension reminder cycle for existing clients?
Yes. She texts Q1–Q4 estimated-payment reminders 14 days before the IRS due date, extension reminders 21 days before April 15, and a late-October year-end planning offer. Recipients are 3x more likely to start year-round advisory work.
Can she route IRS-notice and audit calls to the right person without creating panic?
Yes. Any IRS notice, CP letter, audit, levy, or lien is tagged urgent and routed to the preparer who filed the return, or the partner, per your rule. She captures notice type, tax year, and deadline so you pull the file first. Calm and professional, not 'we'll call back.'
The next missed call doesn't have to be a lost .
Sophia speaks back to every missed caller, DM, and stale form in seconds, screens them, and books the ones worth your time, live in 48 hours.
Get Sophia
a 15-min call to set her up
Live in 48 hours · you approve everything · cancel anytime