Capture and convert every lead across every channel
Your AI front office handles calls, texts, emails, and web forms—qualifying prospects, booking consultations, and nurturing leads while you focus on returns and deadlines.
Every channel. Every lead. More clients.
Every channel covered
Calls, texts, emails, web forms—all handled instantly. Capture leads from referrals, your website, and Google searches.
Qualify and book instantly
AI captures business type, revenue range, and specific needs—then books consultations while protecting your focus time.
Nurture until they convert
Automated follow-ups with tax tips and deadline reminders keep prospects engaged until they are ready to sign.
High-value leads flagged
AI identifies urgent tax situations and larger opportunities so you can prioritize the clients who matter most.
See how Breezy handles accounting leads
"I just got a letter from the IRS about my business taxes. I need someone to help me figure this out ASAP."
AI responds to the email, captures the urgency, business type, and nature of the IRS notice, then books a priority consultation.
"We're a startup with 10 employees and need someone for monthly bookkeeping and payroll. What do you charge?"
AI texts back instantly, explains your services, captures company details, and schedules a discovery call.
"My friend Sarah uses you for her business taxes. I just started an LLC and need help getting set up right."
AI texts back, notes the referral, captures LLC details and formation date, and books a new business consultation.
The math is simple
Breezy costs less than 2% of one client's annual fees. Convert one extra lead and it pays for itself—every single year.
Works with your existing tools
Breezy connects with the software accountants already use. We handle the setup and customization for you.
One platform, built for growth
AI receptionist, CRM, and automation — everything to run your front office.
Convert leads from any channel, 24/7.
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Website Chat
AI chat widget embeddable on any website
Multi-Channel AI
AI responds on WhatsApp, Facebook, Instagram, Email & more
Lead Forms
Capture and qualify leads from your website
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
AI Receptionist
Answers phone and SMS 24/7, qualifies leads, schedules appointments
Key Capabilities:
- Handles calls 24/7 when you're busy
- Qualifies leads with custom questions
- Takes detailed messages
- Transfers important calls to you
Work with your AI anywhere
