Reliom
For Accounting Firms Built for CPAs & tax firms

Deliver exceptional client service without extra admin work.

Whether it's tax season or year-round advisory work, Reliom helps accounting firms answer every call, schedule consultations, automate follow-ups, and organize client communication — all from one intelligent platform.

  • 24/7 AI Receptionist
  • Automated Client Communication
  • Built for Accounting Firms
Book a DemoSee How Reliom Works
CPA meeting with a client in a modern accounting firm conference room

Today · Marks & Co. CPA

AI live

  • Jordan Reyes

    2m

    Call · Booked tax consult · Fri 2:00 PM

  • Priya Anand

    9m

    SMS · Confirmed year-end review

  • Marcus Lee

    24m

    Web chat · New client · S-corp setup

Consultation booked

Tax planning · Fri 2:00 PM

42

Inquiries

98%

Answered

23

Booked

New Google review
Trusted by Modern Accounting Firms

Accounting professionals use Reliom to improve client communication, respond faster, automate repetitive tasks, and provide an exceptional client experience.

Marks & Co. CPA
Ellison Tax
Cho Advisory
Summit Ledger
Beacon Accounting
Northshore CPAs
Anchor Payroll
Meridian Advisors
The reality today

Your team should focus on clients — not administrative tasks.

Reliom helps accounting firms eliminate repetitive communication while improving responsiveness and organization.

Missed client calls

Prospective and existing clients can't always reach someone immediately — and every unanswered call is a lost opportunity.

Slow response times

Prospective clients often contact several firms before deciding — the first to respond usually wins the engagement.

Manual scheduling

Coordinating consultations, tax appointments, and reviews consumes valuable staff time every day.

Forgotten follow-ups

Prospects, document requests, and client reminders often require repeated manual outreach.

Too many systems

Phone, calendar, CRM, email, texting, and document tools are spread across multiple platforms.

Busy tax seasons

High call volume and inbound requests create bottlenecks and delays during peak periods.

The Platform

Everything your accounting firm needs. One intelligent platform.

Reliom dashboard for accounting firms
AI ReceptionistConsultation SchedulingUnified InboxClient CRMVoice AIWorkflow AutomationEmail CampaignsSMS NotificationsReputation ManagementPaymentsAnalyticsClient Pipelines
Features

Built for the way accounting firms actually work.

Six workflows, quietly running in the background, so your team can focus on the work only they can do.

24/7 AI Receptionist

Never lose another client because the office was closed.

Reliom answers calls, schedules appointments, answers common questions, and captures new client inquiries around the clock — evenings, weekends, and tax season peaks included.

Incoming call · 7:48 PM

After hours · AI answering

Live
"Hi, thanks for calling Marks & Co. CPA. I can help schedule a consultation — are you looking for tax prep, planning, or bookkeeping?"
Tax prep for a new S-corp.
Perfect. I have Friday at 2 PM or Monday at 10 AM with one of our CPAs — which works better?
Consultation booked · Friday 2:00 PM
Unified Client Inbox

Every client conversation, organized in one place.

SMS, email, website chat, phone calls, Google Messages, and Facebook all land in a single organized inbox so your team always has the full context.

All Channels · One Inbox

  • Jordan R.

    SMS · Confirmed Friday consult

  • Priya A.

    Web chat · Question about quarterly taxes

  • Marcus L.

    Email · 1099s attached for review

  • Elena R.

    Google Msg · New client inquiry

  • Chris B.

    Voice · Voicemail · 0:42

Consultation Scheduling

Book consultations without the back-and-forth.

Let clients schedule tax appointments, planning consultations, and reviews online — synced across every accountant and office.

This week

92% booked

Mon

·
Tax prep
·
Planning
·
Review

Tue

Review
·
Tax prep
·
Consult
·

Wed

·
Planning
·
Tax prep
Consult
·

Thu

Consult
·
Review
·
·
Tax prep

Fri

·
Tax prep
·
Planning
Consult
·
11 consultations self-booked online today
Workflow Automation

Automate client communication before, during, and after every appointment.

Inquiry, AI response, consultation scheduled, reminder sent, document request, meeting completed, review request — every step fires on its own.

Client journey · automation

  1. Client Inquiry
  2. AI Response
  3. Consultation Scheduled
  4. Reminder Sent
  5. Document Request
  6. Meeting Completed
  7. Review Requested
Reputation Management

A five-star reputation, on autopilot.

Automatically request reviews from satisfied clients and strengthen your firm's online reputation across Google and beyond.

4.9 / 5.0

Google · 512 reviews

+58 this month

"Answered every question quickly, even after hours during tax season. Filing was smooth and stress-free from start to finish."

— Jordan R. · Google

"The most organized and communicative accounting firm I've worked with. Documents, reminders, and reviews all came right when I needed them."

— Priya A. · Google

Client Management

Every client relationship, tracked.

Track leads, active clients, and tax preparation status, organize follow-ups, and deliver a more personalized experience at scale.

Client pipeline · this month

93

Active clients across all engagements

28

New Lead

19

Consult Booked

34

In Progress

12

Filed

The Client Journey

From first inquiry to signed engagement.

Every step, automated end to end — so nothing falls through the cracks.

  1. Website Visit
  2. Client Inquiry
  3. AI Responds Instantly
  4. Consultation Scheduled
  5. Appointment Reminder
  6. Meeting Completed
  7. Document Follow-Up
  8. Review Requested
Results

Real outcomes for accounting firms.

98%
Calls Answered Automatically
68%
Faster Client Response
3×
More Consultations Scheduled
15+
Business Tools Replaced
What accounting teams say

Loved by the firms we serve.

“Reliom has completely transformed our client communication. We respond faster, schedule appointments automatically, and our team spends significantly less time handling repetitive administrative work.”

Jennifer Marks, CPA

CPA

“During tax season we used to drown in phone calls and voicemails. Now every client gets an instant response and books their own appointment — our staff can finally focus on the actual accounting work.”

Robert Ellison

Accounting Firm Owner

“Our follow-up used to be inconsistent and our pipeline was scattered across spreadsheets. Reliom brought it all into one place and our client experience feels noticeably more polished.”

Diana Cho

Managing Partner

Before & after Reliom

Traditional accounting firm vs Reliom.

Task
Answering inquiries
TraditionalMissed client calls
With ReliomAI answers every inquiry, 24/7
Scheduling
TraditionalManual back-and-forth scheduling
With ReliomAutomated online scheduling
Follow-up
TraditionalSlow, inconsistent follow-up
With ReliomInstant, automated follow-up
The software stack
TraditionalMultiple software systems
With ReliomOne unified platform
Client communication
TraditionalDisconnected across tools
With ReliomCentralized client communication
FAQ

Answers to common questions.

Everything you need to know before bringing Reliom into your accounting firm.

Yes. Reliom's AI receptionist answers 24/7 — evenings, weekends, and holidays — qualifies clients, answers common questions, and books consultations directly into your calendar.

CPA shaking hands with a client across a modern conference table
Reliom

Every client interaction matters.

Answer every inquiry, schedule more consultations, automate communication, and provide a seamless client experience with Reliom.

Book Your DemoTalk to Our Team