Stop Missing Tax Clients During the Peak Season Rush
While you're deep in Drake Tax or Lacerte, our AI Phone Agent handles the 50+ daily calls, schedules appointments, and collects missing documents 24/7.
Between January and April, tax preparation offices face a brutal volume of inquiries that can paralyze operations. When you're managing 300+ returns per preparer, spending 15 minutes on the phone explaining document requirements or scheduling an intake meeting is a massive drain on billable hours. Missing a single call often means that $400 return goes to a competitor down the street or a big-box franchise.
Furthermore, the 'document chase' is the biggest bottleneck in the industry. Our AI doesn't just answer the phone; it proactively reminds clients to upload their W-2s and 1099s to your portal, ensuring that when you sit down to work, the file is actually ready for preparation. We understand the compliance needs of Circular 230 and the necessity of keeping client data secure while maintaining your EFIN and PTIN standards.
Problems We Solve
Seasonal Call Overload
During the Feb 1st and April 15th spikes, human receptionists are overwhelmed. Our AI handles unlimited concurrent calls, ensuring no client is ever sent to voicemail.
The Document Chase
The AI automatically sends SMS links to your client portal or checklists for Drake/UltraTax organizers, reducing the back-and-forth required to start a return.
Appointment No-Shows
Automated scheduling and multi-channel reminders (SMS/Voice) ensure your calendar stays full and clients arrive with their physical documents ready.
Extension Deadline Panic
In the weeks leading up to April 15th, the AI can process extension requests and explain the difference between 'extension to file' and 'extension to pay' to frantic clients.
IRS Notice Anxiety
Clients calling about CP2000 notices are triaged immediately, allowing you to prioritize high-value representation work over routine status updates.
What You Get
24/7 Intake & Scheduling
Integrates with your calendar to book intake interviews without manual entry.
Document Checklist Delivery
Instantly texts clients a list of required forms (W-2, 1099-INT, 1098-T) based on their specific tax situation.
Status Update Automation
Syncs with your tax software status to tell clients exactly where their return is in the review process.
Bilingual Support
Handle Spanish-speaking clients with ease, expanding your firm's reach without hiring additional seasonal staff.
Smart Call Routing
Identifies high-priority IRS audit notices and routes them directly to the Enrolled Agent or CPA.
What It Costs
Setup
$2,500 - $3,500
Monthly
$400 - $800
ROI Example
If the AI saves just 3 returns ($1,200) from going to a competitor and reduces admin time by 10 hours per week ($500/week value), the system pays for itself in the first 30 days of tax season.
Frequently Asked Questions
Does this integrate with my tax software?
Yes, we can use webhooks and API connectors to bridge the AI with platforms like Drake Tax or UltraTax portals for status updates and document triggers.
How does it handle complex tax questions?
The AI is trained on your specific firm's logic. It can answer general questions (standard deduction vs itemized) but will route technical tax advice questions to your staff.
Is the AI compliant with IRS Circular 230?
Absolutely. We configure the AI to follow your firm's privacy protocols and ensure no sensitive PII like Social Security Numbers are handled over unencrypted voice lines.
Can it help with the 'April 15th' rush?
Yes, it can be programmed to handle high-volume extension requests, taking the payment info for the extension fee and logging the request in your CRM.
What happens if a client wants to speak to a human?
The AI can perform a 'warm transfer' to your desk or take a detailed message and create a task in your practice management software like Canopy or TaxDome.
Can it handle referral campaigns?
Yes, after a successful filing, the AI can follow up via SMS or outbound call to ask for a review or offer a referral discount for the next season.
Reclaim Your Tax Season Sanity
Book a free consultation to see how our AI Agent integrates with your current tax workflow.
Serving Tax Preparation Services businesses nationwide. Based in Westlake Village, CA.