Never miss a new client during tax season
RankLadder answers every call with your firm’s greeting, runs new callers through your intake questions, answers fee and service questions, and texts your booking link before they hang up. On every plan.
$4 for 7 days, then auto-renews on your selected monthly Starter ($99), Pro ($199), or Scale ($499) plan unless you cancel before the trial ends.
Customer texting starts on a paid plan after the one-time $39 10DLC registration and carrier approval. See plan and trial details.
“I’ve got an LLC and I’m behind on bookkeeping. Do you take on new clients this time of year?”
The dashboard
What does an AI office manager do for accounting and tax practices?
RankLadder is the AI office manager for accounting and tax practices. It answers new-client calls while you’re heads-down on a return, runs callers through your intake questions, answers fee and service questions, handles the tax-season rush, and texts your booking link before they hang up.
The client hires the firm that answers first
You can’t answer mid-return
The rush comes whether you’re staffed for it or not
RankLadder interface. Example customer data.
Incoming call
New client · small business taxes
Outgoing call
Consultation Requests
Texted
Message · pricing question
Chatted
Appointment Changes
The inbox
Every conversation. One inbox.
Calls, texts, and website questions from your clients stay in one thread. Your team sees what happened and what comes next without asking anyone to start over.
RankLadder runs first-time callers through your intake, from their entity type and what they need to their filing deadline and how they found you, then texts your booking link.
Give callers your approved fee ranges and service list while you stay focused on a return.
Capture a changed appointment or document drop-off time so your team can confirm it between deadlines.
Built around your business
An AI office manager that already knows your business.
Give RankLadder your services, prices, policies, and handoff rules. It answers from what you approve and knows when to bring in a person.
AI Call Answering
RankLadder answers with your firm’s greeting while you’re heads-down on a return and your desk is buried in tax-season calls.
Lead Capture
Capture the client’s entity type, filing deadline, and bookkeeping needs before a busy day buries the inquiry.
Knowledge Base Answers
Answer approved questions about fees, payroll, bookkeeping, and what clients should bring to their first meeting.
On your phone
Keep every client conversation within reach.
The summary, customer details, next step, and full conversation follow you onto your phone. See what RankLadder handled and what still needs you.
Available on Android. iPhone app coming soon.
Get RankLadder on Google PlaySee who needs you next
Open the summary, transcript, and customer history before you call back.
Keep the next step in one thread
Reply with the conversation in view, so customers do not need to repeat themselves.
Share the work with your team
Assign a conversation, leave an internal note, and mark it Done when it is handled.
App preview. Example customer data.
Live before the next missed call
Keep the number your clients already know.
Get your RankLadder number
Get a dedicated local line for RankLadder. Keep your existing business number for your customers.
Teach RankLadder
Approve your greeting, business answers, transfer rules, and booking details.
Test it, then forward calls
Call your RankLadder number and check the greeting and summary. When you’re ready, configure forwarding with your phone provider.
Start your 7-day trial for $4.
Set up RankLadder and call your number yourself.
- A dedicated local RankLadder number
- 30 AI voice minutes
- 25 AI website-chat replies
- Connect calendars and business tools
- Train RankLadder on how your business works
$4 for 7 days, then auto-renews on your selected monthly Starter ($99), Pro ($199), or Scale ($499) plan unless you cancel before the trial ends.
Customer texting starts on a paid plan after the one-time $39 10DLC registration and carrier approval. See plan and trial details.
Explore RankLadder
See the products behind your AI office manager.
Each product handles one part of the customer conversation. Open a card to see exactly how it works.
24/7 AI Answering
Answer every call with your greeting, approved business information, and a clear next step instead of voicemail.
See how it works
Lead Capture & Qualification
Capture the need, location, timing, and contact details, then bring the strongest opportunities to the top.
See how it works
Two-Way Business Texting
Send requested details with the caller’s permission, receive replies, and continue the conversation with registered messaging on a paid plan.
See how it worksBefore you forward a call
Questions accounting and tax practices ask before they start.
Can RankLadder handle the tax-season call volume?
Yes. It handles calls that reach RankLadder while you work through the tax-season rush, captures what each client needs and their deadline, and books or takes a message according to your rules. Plan allowances and usage limits still apply.
Can it answer fee and service questions?
It answers from a knowledge base built from your website and Google profile, covering what you charge, whether you do bookkeeping or payroll, and what a new client should bring. When it can’t answer something specific, it captures the question so your team calls back informed.
Can it book and confirm appointments?
It captures the client’s details and timing, then texts your booking link right away. It can book directly onto your connected Google Calendar or Acuity and confirm by text, so a new client has a real consultation time locked in.
Can it ask clients for reviews?
Yes, on every paid plan. With the required review permission, one tap sends the request on the same text thread the client already knows, with opt-out handling built in. New Google reviews get an AI-drafted reply for you to approve through the busy season.
Will it sound professional to my clients?
It identifies itself as an AI assistant, speaks naturally, and handles 18 languages. When a call needs a preparer, it transfers instead of guessing. Starter includes 3 transfer rules; Pro and Scale are unlimited. Clients get a real answer when the call reaches RankLadder.
Do I have to change my firm’s phone number?
No. Your number stays on your website, your cards, and your Google profile. Forward it to your dedicated RankLadder line and start the $4 7-day trial with 30 AI minutes and 25 AI website-chat replies. Unforward whenever you want.
Hear it before your customers do
Hear your own AI office manager handle a call.
Seven days for $4. Your own number, 30 AI minutes.
$4 for 7 days, then auto-renews on your selected monthly Starter ($99), Pro ($199), or Scale ($499) plan unless you cancel before the trial ends.
Customer texting starts on a paid plan after the one-time $39 10DLC registration and carrier approval. See plan and trial details.