AI Phone System Consultant for Accounting / Tax Firm

We are an accounting/tax firm looking to implement an AI phone system to help reduce manual phone interruptions, improve new client intake, handle incoming leads, and better route existing client calls. The goal is to explore whether an AI phone assistant or AI receptionist can help with things like: Answering or assisting with inbound calls Screening new prospects Collecting basic client/prospect information Routing calls to the right person Helping with common administrative questions Scheduling appointments Reducing calls about return status, signatures, document uploads, and general next steps Creating call summaries or notes that can be added to a CRM/workflow system We are not looking for the AI to provide tax advice. This needs to be a professional, compliance-conscious workflow where the AI collects information, answers approved administrative questions, routes calls, and escalates anything that requires human judgment. We are looking for someone who can help us think through the best approach, recommend the right tools, and guide us through implementation. Ideal experience: AI phone agents or AI receptionist systems Call routing workflows CRM integrations Appointment scheduling integrations Zapier, Make, or API-based automation Professional services experience Accounting, tax, legal, financial services, or other compliance-sensitive industries Call summaries, transcripts, and workflow documentation Potential tools could include AI receptionist platforms, voice AI tools, or phone systems that integrate with CRMs and scheduling software. We are open to recommendations. Initial scope: Understand our current phone intake and call-routing needs Recommend possible AI phone system options Help define what the AI should and should not handle Create suggested call flows for new prospects and existing clients Help determine what information needs to be collected Recommend escalation rules Advise on CRM/scheduling integration Help us create a pilot plan before going fully live Please include examples of similar AI phone, receptionist, call routing, or automation projects you have worked on. We are looking for someone who can act as an expert guide and help us make the right decision before implementation.