During tax season your partners are buried in returns while new clients and existing clients compete for the same ringing phone. Marvic AI answers instantly, books discovery calls and document drop-offs, and makes sure no billable relationship starts with voicemail. Firms that respond first during that rush win the clients everyone else is still chasing.
It is 10:40 on a Tuesday in March. Your senior accountant has a corporate return open, a CRA notice deadline at noon, and a client on hold asking whether a T4A counts as income. The front desk is at lunch, two more lines are ringing, and one caller is a restaurant owner shopping for a new firm after his bookkeeper quit. He hears four rings, then voicemail. He does not leave a message — he calls the firm across town. Meanwhile your staff keep interrupting deep work to answer 'did you get my slips?' calls that a clear intake process could have handled in ninety seconds. By Friday, two of those unreturned calls have quietly become engagements at competing firms across town.
Dozens of prospects ask about personal returns, RRSP deadlines and pricing in the same week. Marvic AI captures their details, qualifies the service they need, and books them into the right calendar.
Existing clients call repeatedly for status updates. The AI confirms receipt, explains the next step, and only escalates the questions that truly need an accountant.
A contractor searches at 9 p.m. for help incorporating. Speed2Lead calls the web lead back in under 60 seconds while your competitors wait until morning.
A small-business client discovers a payroll error before a long weekend. The call is answered, the urgency is flagged, and the right team member is notified immediately.
Marvic AI's AI Receptionist answers your firm 24/7, distinguishes a new prospect from an existing client, and books intake calls, tax appointments and document reviews directly into your calendar. Speed2Lead follows up website enquiries in under 60 seconds, so a business owner comparing firms hears from you first. The AI Chatbot handles routine questions about deadlines, document checklists and office hours on your site, freeing your accountants to do the work clients actually pay for — accurate, billable, deadline-driven work. Every call, booking and follow-up is logged, so partners can see exactly what came in overnight.
Callers are asked whether they need personal tax, corporate tax, bookkeeping or payroll, then routed and booked accordingly.
Discovery calls and review meetings land in the right partner or associate calendar with reminders that cut no-shows.
A form submitted at midnight gets a call back in under 60 seconds, not a cold email the next afternoon.
Routine questions about documents received, deadlines and next steps are answered consistently without interrupting billable work.
The receptionist introduces itself clearly and speaks in natural, professional language. Most callers care more that someone answered, understood the request, and booked them correctly than who picked up.
No. It handles intake, booking and routine firm information only. Anything requiring professional judgement is captured and passed to your team as an urgent or scheduled follow-up.
It collects only the contact and booking details you approve. Sensitive documents stay in your existing secure portal — the AI simply directs clients there and confirms next steps.
Yes — that is exactly when it helps most. It can answer multiple calls at once, so tax-season spikes do not turn into a voicemail backlog.
You can start with a 14-day free trial, with plans listed on the pricing page. There is no need to change your phone system or hire seasonal reception staff to test it.
Put Marvic AI on your phones and your calendar — set up in days, answering in under a minute, 24/7.
