Never Miss a Tax Season Lead Again with AI Phone Agents
Scale your firm's capacity without hiring seasonal staff. Our AI agents handle document collection, appointment scheduling, and client portal onboarding 24/7.
During the peak tax window from January to April, CPA firms typically experience a 300% surge in call volume. Data indicates that mid-sized firms miss approximately 40% of incoming calls during this period, directly resulting in lost client acquisitions and frustrated existing clients. With a single individual tax client representing $2,000+ and corporate clients exceeding $5,000 in annual recurring revenue, the financial impact of missed calls is substantial.
Beyond just answering the phone, the administrative burden of document collection and status updates often consumes 15-20 hours per week for office managers. By automating the intake process and integrating with existing workflows, firms can refocus their high-value talent on complex tax planning and audit work rather than administrative logistics.
Problems We Solve
Tax Season Call Overload
Eliminate the 'busy signal' during peak months. Our AI handles unlimited concurrent calls, ensuring every lead is captured and every client is heard.
Document Collection Friction
The AI can automatically prompt clients to upload missing W-2s, 1099s, or K-1s to your secure portal, reducing the back-and-forth email chains.
Client Onboarding Bottlenecks
Instantly guide new clients through your firm's specific onboarding process, including setting up accounts in CCH Axcess or Karbon.
Appointment No-Shows
Automated outbound and inbound phone reminders that allow clients to confirm, cancel, or reschedule tax interviews without human intervention.
What You Get
24/7 Client Intake
Capture new business leads and answer basic filing status questions even at 2:00 AM.
Direct Software Integration
Sync data directly with Drake Tax, Lacerte, Thomson Reuters, or QuickBooks Online via secure APIs.
Smart Call Routing
Intelligently identify high-value corporate clients and route them directly to the assigned partner's extension.
IRS-Grade Compliance
Built with security protocols that align with AICPA standards and IRS data protection regulations.
Multi-Lingual Support
Seamlessly assist clients in English and Spanish, expanding your firm's market reach.
What It Costs
Setup
$2,500 - $3,500
Monthly
$400 - $800
ROI Example
Capturing just two missed tax clients worth $2,500 each pays for the entire year of service and the initial setup cost.
Frequently Asked Questions
Is the AI agent secure enough for CPA firm requirements?
How does the AI handle complex tax questions?
Can it integrate with Karbon or CCH Axcess?
How long does the setup process take?
Can the AI agent take payments?
Ready to Automate Your Tax Season?
Schedule a free consultation to see how our AI Phone Agent can integrate with your firm's specific workflow.
Serving CPA Firms businesses nationwide. Based in Westlake Village, CA.