Give your accounting firm client intake that's available 24 hours a day.
AVPIA's Virtual SDR automatically responds to, qualifies, and schedules consultations for clients and prospects via WhatsApp, email, and your website — routing every inquiry to the right service, even outside business hours.
- Responds to clients and prospects in real time, any hour
- Identifies the service and urgency before any human contact
- Schedules consultations without manual back-and-forth
- Updates your firm's CRM automatically
Virtual SDR · Accounting
● Online now
"I need to register a new business and I'm not sure where to start"
WhatsApp · just nowIdentified: business formation, small business, high urgency
Virtual SDR · analysisConsultation scheduled with business formation specialist
Tomorrow · 10:00 AMEvery client is routed to the right service at your firm
The Virtual SDR identifies which area of your firm addresses the client's need — and asks the right questions before scheduling the conversation.
Small Business & Startup Accounting
Identifies business stage and revenue range for new and early-stage clients, collecting the right context before scheduling.
Corporate Tax Planning & Compliance
Qualifies larger businesses by asking about revenue and entity structure, routing them to the right tax specialist.
Payroll & HR Administration
Asks about headcount and urgency (new hires, terminations, monthly payroll) to schedule with the right specialist.
Tax Advisory & Consulting
Identifies the type of tax question and its urgency, flagging approaching deadlines mentioned by the client.
Business Formation & Registration
Collects business type, intended size, and urgency before scheduling the formation or registration consultation.
Bookkeeping for Freelancers & Sole Proprietors
Recognizes the freelancer/sole-proprietor profile and routes to service scoped to that volume and simplicity.
Audit & Assurance Services
Identifies the reason for the request (internal audit, litigation support, due diligence) and schedules with the specialist responsible.
Financial BPO (Outsourced Accounting)
Qualifies businesses looking to outsource their finance operation, gathering transaction volume and current systems used.
From first message to scheduled consultation, without manual intervention.
The Virtual SDR runs the entire client intake journey — identifying need, urgency, and company size before any human conversation.
Inbound message arrives on any channel
WhatsApp, website, email, or a form — the Virtual SDR responds immediately, at any hour.
Identifies company size and service needed
Recognizes whether it's a sole proprietor, small business, or a larger company, and which service area applies.
Asks qualifying questions
Gathers urgency, filing deadlines, and the client's current accounting situation before scheduling.
Schedules with the right specialist
Converts the conversation into a scheduled consultation with the professional responsible for that service area.
Updates your firm's CRM
Automatically logs full conversation context, stated need, and next steps.
Follows up with those who haven't responded
Re-engages prospects who haven't confirmed an appointment or stopped responding, keeping the relationship active.
Connected to the tools your firm already uses.
The Virtual SDR integrates with your website, contact channels, and practice management tool, with AVPIA's team supporting implementation.
Website / Landing Page
Calendar
CRM
Forms
Automations
The difference between waiting for an email reply and scheduling on the spot.
Traditional accounting firm intake depends on business hours and staff availability. The Virtual SDR changes that.
| Capability | Traditional Intake | AVPIA Virtual SDR |
|---|---|---|
| Responds outside business hours | ✕ | ✓ |
| Identifies company size/entity type before the meeting | ✕ | ✓ |
| Schedules consultations without manual back-and-forth | ✕ | ✓ |
| Routes to the right specialist | ✓ | ✓ |
| Updates CRM automatically | ✕ | ✓ |
| Follows up on prospects who didn't close | ✕ | ✓ |
| Handles multiple channels simultaneously | ✕ | ✓ |
| Never misses a response deadline | ✕ | ✓ |
Accounting firms that stopped losing clients to slow response times.
"We used to get messages overnight and on weekends and only respond on Monday. Now the Virtual SDR qualifies and schedules right away — we walk into the meeting already knowing exactly what the client needs."
Jennifer H.
Partner · Accounting Firm"Our admin team stopped spending the whole day triaging repetitive messages. The Virtual SDR already arrives with company size and area of interest identified."
David R.
CPA, Managing Partner"During filing season, inquiry volume triples. The Virtual SDR absorbs that demand without us having to bring on extra seasonal staff."
Michelle T.
Office Manager · Accounting FirmAnswers for those who want to understand before deciding.
Does the Virtual SDR replace an accountant's advice?
Does it work with WhatsApp?
Does it integrate with my firm's CRM or practice management tool?
Does the Virtual SDR replace the receptionist or admin staff?
Can it be customized per service line?
Does it work in multiple languages?
How does handoff to a human accountant work?
How long does setup take?
Does it help during high-demand periods like tax season?
The Virtual SDR is the first step.
The full ecosystem is next.
Once client intake is organized, your firm can bring CRM, marketing, and sales automation into the same operation.
Next step
Your accounting firm doesn't need to keep losing clients to slow response times.
See the Virtual SDR in action. Our team will show you how it adapts to your firm's service lines in a personalized demo.