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Luntive is an AI Office for Tax, Accounting & Bookkeeping firms, powered by five specialized AI agents working together across client communication, leads, appointments, follow-ups, and everyday office work.
A client needs an appointment. A prospect needs a next step. Your team needs the context behind a follow-up. These everyday tasks deserve a clear place alongside the professional work your firm delivers.
Luntive helps connect inquiries, prospect records, scheduling, and communication so staff can see what needs attention without treating each task as a separate conversation.
Each agent has a distinct responsibility. Shared business context keeps their work connected, while your team stays involved in the decisions and client relationships that matter.
Answers inbound calls with approved Business Knowledge, understands appointment requests, and records the next step for the office.
For your firm: answer service questions from approved information, capture a new prospect’s details, or follow a configured callback or transfer path.
Keeps prospect records and context connected, so the office can always see who needs attention.
For your firm: keep a tax-service inquiry or bookkeeping prospect connected to the service requested, recent context, and recorded status.
Coordinates scheduling against business hours and availability, and keeps every appointment tied to the right record.
For your firm: coordinate an initial consultation or client appointment against your office’s hours and availability.
Handles approved outbound email, reminders, follow-ups, and client communication so important next steps keep moving.
For your firm: use approved templates and configured follow-ups to keep client next steps moving, with outbound communication recorded.
Your workspace intelligence layer for understanding what is happening across the AI Office.
For your firm: see appointments, recent communication, and recorded bookkeeping or missing-document status where available, and prepare editable email drafts.
An illustrative bookkeeping inquiry shows how the agents can work together. The actual steps depend on the request, your approved context, and enabled workflows.
A prospective bookkeeping client calls. The AI Receptionist uses approved Business Knowledge and captures the relevant details.
Lead Manager keeps the service requested and caller context together so staff can see the next step.
If requested and supported by the configuration, Appointment Coordinator checks office hours and availability before booking.
Communication Assistant handles approved confirmations and configured follow-ups. Luntive Assistant helps staff review the resulting office activity.
Staff maintain visibility through the AI Office and can follow up through supported human-involvement paths. Learn why connected office context matters.
Support the operational work around your services, with capabilities shaped by your workspace configuration and available information.
Answer routine questions about your services, hours, and appointment process using approved business information, with a supported path to human help.
Keep contact details, service requests, sources, and recent context connected as a prospect moves toward becoming a client.
Support requested booking, rescheduling, and cancellation against business hours and availability, tied to the right Lead or Client.
Prepare editable email drafts and use approved templates for configured reminders and follow-ups. Staff review and automatic sending depend on the workflow.
Use recorded missing-document status where available to inform staff-reviewed drafts and coordinate requested information. This is operational follow-up, not tax-document storage or automatic document verification.
Use configured reminders and follow-ups for recurring client communication, while staff retain responsibility for the bookkeeping work itself.
Keep approved service information and available workspace activity useful to the team, with Luntive Assistant surfacing appointments, follow-ups, and recent communication.
Use supported transfers, callback requests, and review paths when a question needs staff attention or professional judgment.
For a practical request process and adaptable reminder emails, read how to reduce client document chasing. For the wider office process, explore organizing tax-season client communication and monthly bookkeeping client handoffs.
Luntive supports office operations. It does not replace accountants or bookkeepers, provide tax, accounting or legal advice, or make autonomous filing decisions.
Staff can review applicable workspace activity, edit supported communication drafts, and step in through configured human-involvement paths. Some configured reminders and follow-ups can operate automatically.
Your firm remains responsible for professional decisions and client communication. Review important AI outputs before relying on them. Read the AI Disclosure and the guide to drafts, reminders, and human review.
Business Knowledge gives Luntive context about your services, hours, FAQs, policies, appointment rules, and communication preferences.
During setup, you can provide information manually or use the optional, authorized import of your public business website. Review and edit the prepared context before applying it. Approved business information and available workspace records support the agents’ work; they do not replace professional expertise.
See how setup and review work, or explore what makes an AI Office connected.
The public Pricing page is the source for standard monthly plans, current prices, AI Voice Minutes, and Office Actions. Choose capacity for your operations without a separate industry price list. Understand plan usage.
Luntive focuses on front-office coordination rather than sensitive document storage. You do not need to upload tax returns, financial statements, or client intake paperwork to use the five agents.
Workspace information is scoped to the applicable business. Our Trust & Security page explains the current controls, reliability considerations, and human-oversight model so your firm can assess the service before getting started.
An AI Office is a connected system of specialized AI agents supporting everyday office operations from shared business context. Luntive brings five agents together for client communication, leads, appointments, follow-ups, and office insight; it supports the work around your professional services.
Yes. Luntive is currently available for Tax, Accounting & Bookkeeping firms. This is its current production focus within the broader AI Office category.
No. Luntive supports office operations. Your staff remain responsible for client relationships, tax and accounting work, professional judgment, and consequential decisions. Luntive does not provide tax, accounting, legal, or other licensed professional advice, or make autonomous filing decisions.
AI Receptionist captures inbound call context, Lead Manager organizes prospects, Appointment Coordinator manages supported scheduling, and Communication Assistant handles approved communication. Luntive Assistant helps staff understand workspace activity and prepare supported work. All five use shared business context with distinct responsibilities.
Where configured, Luntive can book, reschedule, or cancel on request, checking business hours and availability and connecting the appointment to the correct Lead or Client. Optional user-authorized Google Calendar synchronization is available where enabled.
Luntive supports editable AI-assisted email drafts and configured reminders and follow-ups using approved templates. Luntive Assistant can show recorded missing-document status where available to help staff prepare a follow-up. This does not mean Luntive stores sensitive tax documents, checks their completeness, or performs professional document review.
Staff can review applicable activity, edit supported drafts, and use configured human-involvement paths. Some configured reminders and follow-ups may run automatically. Your firm should review important outputs before relying on them and remains responsible for decisions and communication.
Luntive’s public Pricing page lists the standard monthly plans, their current prices, and included AI Voice Minutes and Office Actions. Firms use the same public plans; this page does not introduce separate industry pricing. Review Pricing to choose the capacity that fits your operations.
View current plans and pricesBook a walkthrough of the five agents and discuss the office workflows your team wants to keep connected.
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