A custom AI that answers client questions, books consultations, and captures every lead — 24/7, through tax season and all year long. The work of a front-desk team, without the payroll.
While you’re heads-down in returns and client work, your Velonyx AI keeps the firm running.
Deadlines, documents, services, pricing — your AI answers common client questions in seconds, 24/7, in your firm’s voice.
It qualifies the inquiry and drops the meeting straight onto your calendar — so new clients are booked while you focus on the work.
Especially in the January–April crush: it captures the name, number, and need, then follows up by text so no prospect slips away.
An AI voice agent picks up when you can’t — answering, qualifying, and booking callers, then handing the warm ones to you.
We built a full demo firm — Benjamin Lewis Tax, Accounting & Investments — with its own working AI. Ask it about services, deadlines, or booking, and watch it respond exactly like yours would.
Open the Live Demo →One 20-minute call. We learn how your firm works and build your AI around it — live in about two weeks. Plans from $700 + $70/mo.