Pickup

AI Receptionist for Accounting

Invite-only early access

Every client call answered, even in the middle of tax season

Pickup answers the phones while your CPAs work on returns. It sorts each call, answers deadline questions, and books new-client consultations on your calendar.

  • Free to request
  • Layer3Labs readers get early access
  • Early-access pricing
Incoming call · April 9, 6:05 PMPickup
I got a letter from the IRS about my 2024 return. Can someone look at it?
Yes. I can book a 30-minute review with a CPA. Is this for you or your business?
My business. It is an LLC.
Added to calendar · upload link for the letter texted
Booked: Fri 9:00 AM IRS notice review

What Pickup does for you

The work of a front-desk hire, done for accounting and CPA firms every day

Every call answered during tax season without pulling staff off returns.

New-client consultations booked straight onto your calendar.

Deadline and document drop-off questions answered on the call.

Existing clients routed to their accountant with a message.

Missed callers get a text back before they call another firm.

How it works

Up and running in three steps

1

Forward your number

Point your business line to Pickup in a few minutes, for every call or only the ones your staff miss.

2

Teach it your business

Add your services, hours, service area, and calendar so Pickup books the way your staff does.

3

Every call answered and booked

Pickup answers, qualifies, and books each caller, and texts back anyone who hangs up.

Built for your industry

Pickup comes tuned for

All small businessesLegalHealthcareConstructionReal Estate

FAQ

Questions about Pickup

What does Pickup do?

Pickup answers every call to your business, asks the questions your front desk would, and books the appointment on your calendar. Callers who hang up get a text back.

How do invites to Pickup work?

Pickup is invite-only, and invites go out on a rolling basis. Layer3Labs readers who join the waitlist get early access. Every invited business gets early-access pricing.

How does Pickup work with a front desk?

Pickup can take every call, or only the calls your staff miss after hours and at lunch. Your staff see each booking and a call summary on the calendar.

How does Pickup handle my data?

Your data is used only to run Pickup for your business. You choose which phone numbers and calendars Pickup connects to.

Get Pickup before everyone else

Pickup is invite-only right now, but Layer3Labs readers get in early, at early-access pricing.

  • Free to request
  • Layer3Labs readers get early access
  • Early-access pricing