Accounting & Tax

AI receptionist for accountants in Canada

Answer every call, book every meeting. Cedri is Canada's Bilingual AI Receptionist. It answers your accounting practice phone 24 hours a day, in English and French, and books Personal Tax Return, Business Tax Return and Bookkeeping Consultation into the calendar in your Cedri app while the caller is still on the line. You get a text after every call.

Choose your business details, voice, primary language and available Canadian number before payment. Save your setup and come back to edit it whenever you need.

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$18.99 CAD a month, 30 answered calls included.

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AI receptionist for Quebec businesses

What Cedri does on a tax or bookkeeping call

Cedri starts with the services it finds on your website or business listing, or with Personal Tax Return, Business Tax Return and Bookkeeping Consultation if it finds none, so it can take a real booking on the very first call. Add, rename or remove services in the app any time.

Answers in English and French

Callers are answered in the language they speak, on the same line, with no menu to press through.

Books the job, not a message

Cedri reads your live availability and locks in a real slot before the caller hangs up.

Passes the call to you

When a caller asks for a person, Cedri can put the call through to a number you choose.

Texts the caller, and you

The caller gets a confirmation text when the booking is made and a reminder the day before. They can reply 2 to cancel. You get a text with their number and a short summary after every call.

What Cedri asks a caller before booking

A booking is only worth having when it arrives with the details. Before it books, Cedri asks whether it is personal or for a business, which tax year, whether the caller is already a client, and whether their paperwork is ready. The answers are written on the booking you see in the app.

Personal or business, then the deadline question

Cedri sorts an accounting call before you open it: personal or business, which tax year, a new client or an existing one, and whether the paperwork is ready. The one date it states is the filing deadline, April 30 for most personal returns and June 15 for the self-employed, because those are the CRA’s dates and not a claim about your practice. Cedri says a fee only when it finds one in your service list, your answers or your website. Anything else gets a consultation, and the office confirms the price.

Whether you take small business work is yours to say

The template notes what the business is and what it needs, then leaves it to the office to confirm it is work you handle.

A return and a bookkeeping call are different bookings

Personal return, business return and a bookkeeping consultation are three separate services, so the calendar entry already says which one arrived.

An answering service for accountants that books the meeting

A traditional answering service takes a message, often billed by the minute. Cedri answers every tax or bookkeeping call 24 hours a day, in English and French, and the meeting is in your calendar before the caller hangs up. You keep your number: forward every call to Cedri, or only the ones you miss.

Hear 7 recorded calls to the demo line

Cedri at a glance

Price: $18.99 CAD a month, or $189.99 a year. One plan, no contract. You pay when your line goes live.
Calls: 30 answered calls a month included. Calls under 10 seconds don’t count. Past 30, Cedri keeps answering, and extra calls come in packs on the web: 10 for $12.99, 25 for $29.99 or 50 for $49.99.
Languages: English and French on the same line. Apps for iPhone and Android.
On the phone: Cedri says it is an AI assistant and that the call may be recorded.
Your number: keep it. Forward it to your Cedri line.
How call forwarding works
Try it: call the demo line at (437) 475-4321.

What callers ask, and what Cedri says

Here is some of what Cedri says from the very first call, before you change anything. These answers send questions about your licence, your insurance and your warranties to you. Cedri says a price only when it finds one in your service list, your answers or your website, so check those prices in the app before you go live. Edit any answer in the app.

A caller asks: “When is the tax deadline?”

Cedri answers: “For most people it is April 30. If you or your spouse are self-employed, the return is due June 15, but any balance owing is still due April 30.”

A caller asks: “Do you handle small business taxes?”

Cedri answers: “Tell me a bit about your business and what you need and I’ll pass it along so the office can confirm they handle it.”

A caller asks: “What are your fees?”

Cedri answers: “Fees depend on the return and on the work involved. The office confirms pricing when you book. I can set up a consultation for you.”

Cedri for other kinds of business

Same receptionist, different script. Each page shows what Cedri books and what it says on the phone for that line of work.

Take Cedri with you.

Every call, transcript and booking. In your pocket.

Get the app on iPhone and Android

Download on theApp Store GET IT ONGoogle Play

Never miss another tax or bookkeeping call.

Setup takes about five minutes. Rather hear it first? Call the demo line below, in English or French.

Get started Try the demo

One plan, $18.99 a month with 30 answered calls. See what’s included

Prefer to call? Demo line: (437) 475-4321