Tax Season Shouldn't Mean Missed Calls. Never lose a client lead during peak season — AI books appointments, qualifies new clients, and handles intake while your team focuses on returns.
From January through April, your phone rings non-stop. New clients calling for quotes. Existing clients asking about documents. Estimated tax questions. But your team is deep in returns. Voices are hoarse. Coffee is cold. And that call that just went to voicemail? That was probably your next $2,000 engagement walking straight to your competitor.
While returning client calls from the day, new prospects reach your voicemail. They don't wait. They call the next firm on Google.
Finding temp receptionists during tax season is nearly impossible — and onboarding them to handle your workflow takes days you don't have.
Each call requires info capture, eligibility screening, or document requirements. Multiply that by dozens of calls a day, and your team hemorrhages time.
Answering the same questions over and over. Scheduling appointments. Managing callbacks. It's draining, and it pulls them away from what they should be doing.
Phones ring 3x harder. Staff is 3x busier. But you only have the same team.
Every call is answered. Every prospect is qualified. Every appointment is booked. Your team never touches the phone unless they need to.
A prospect calls during tax season. Maybe it's 3 PM, 7 PM, or Saturday morning. The call is answered immediately — every time.
AI asks smart questions. Is this a new client or existing? Do they need a 1040, business return, or quarterly estimated taxes? What documents do they have?
AI schedules the appointment directly into your calendar, routes urgent calls to the right person, or logs intake info for your team to review.
Your AI receptionist speaks the language of accounting — and knows the workflows that matter to CPAs.
Handle 3x your normal call volume without hiring — or training — a single temp. AI answers every call professionally.
Clients book their own tax prep appointments, quarterly reviews, or advisory meetings. AI syncs with your calendar instantly.
AI tells clients exactly what to bring — W2s, 1099s, mortgage interest statements, charity receipts. Reduces prep time and rework.
AI collects filing status, business type, prior preparer, and estimated tax situation. Intake forms are pre-filled before your first appointment.
Returning clients are recognized instantly. AI can route them to their assigned accountant or answer common questions without a transfer.
Clients calling at 7 PM or on Saturday morning get the same professional experience. Your team isn't working nights — AI is.
Not generic. Your AI learns your industry's terminology, workflows, and the real questions your clients ask.
Case intake, client screening, and after-hours calls — all handled with confidentiality and legal precision.
Patient appointments, prescription refills, and triage — AI handles it all without HIPAA concerns.
Reservations, menu questions, catering inquiries, and waitlist management — 24/7.
Get your AI receptionist set up in minutes. Your team will never miss another lead during tax season.