A new client calls with messy books and a deadline.
Three business returns are due Friday.
Two clients still owe payroll reports.
And a client who filed with you for years quietly did not come back.
LokaVox keeps the firm moving while you do the work.
How LokaVox Works
The same five chapters you just watched, straight from the demo.
01Assistant
Add Bell Freight with a bookkeeping cleanup, move the Castellano review and notify them, email the new client onboarding packet. Handled between returns.
02Firm Intelligence
Calls answered, consultations booked, and the calls you would have missed. Plus prior-season clients who have not re-engaged, clients who still owe source documents, and extensions expiring inside 30 days.
03Client Deadlines
Anything that needs attention this week? Three business returns due Friday, two clients who owe payroll reports, and one extension expiring Tuesday, with reminders drafted for the ones still waiting on you.
04Receptionist
The whole team heads down in returns, the phone still answered. Business type captured, the deadline noted, a consultation booked with a confirmation text before the caller hangs up.
05Client Follow-Up
The Marinos filed with you for years, then quietly stopped. Fourteen months later LokaVox notices, tells you, and drafts the check-in before busy season makes it impossible.
Built for Accounting
Filing deadlines
Document chasing
Extensions
Onboarding packets
Seasonal re-engagement
Payroll report dates
Why Firms Choose LokaVox
Never miss another inquiry.
Nothing misses a due date.
Know what needs attention today.
Every client remembered.
Everything stays organized.
Book Your Personalized Demo
Show us how your business operates, and we'll show you exactly how LokaVox fits into your workflow.
LokaVox will only use your details to contact you about a demo.
Straight answers
Can it really answer the phone during busy season?
Yes, and busy season is when it earns its keep. The Receptionist answers 24/7 in your firm's name, captures what the caller needs and their deadline, books consultations, and takes a message when a call needs a person. Every call lands with a transcript.
Clients ghost me on source documents. Does this help?
The Client Deadlines board tracks who owes what against each filing date, and reminders are drafted for every client still holding you up. You review and send in one pass instead of chasing people one by one from memory.
Do I have to change my phone system?
No. LokaVox provides a phone number when you sign up. You can forward your existing line to it, or publish the new number directly. There is no hardware and nothing to install.
What happens to my client list?
It comes with you. LokaVox replaces the CRM rather than syncing with one: a one-click CSV import brings your clients in, and from then on calls, deadlines, documents owed, and client history all live in one place.
Can my whole team use it, or is it priced per seat?
Everyone can use it. LokaVox has unlimited users on every plan, so partners, preparers, and admin staff all work out of the same system without watching a seat count.
How long does setup take?
Minutes, for the parts that matter. Signup provisions your phone number and your Receptionist right away. After that, a personalized walkthrough configures LokaVox around how your firm actually runs.
