Tax season triples your workload.
Your staff doesn't triple.
From January through April, every client touchpoint matters. New inquiries, document collection, scheduling, deadline panics. Milo's AI agent team handles all of it — 24/7 — so your team stays focused on returns. One-time $399 setup.
The Tax Season Capacity Problem
Every CPA firm knows the pattern. January through April, the workload explodes. Your team is buried in returns, K-1s, and extension requests. Meanwhile, new client inquiries pile up, existing clients need scheduling, and document collection requests go unanswered.
Every time a preparer stops to handle intake or chase down missing documents, they lose 15-20 minutes of focused work. Every inquiry that falls through the cracks risks losing a new client — or frustrating an existing one.
Most firms solve this by hiring seasonal staff. But training people who leave in April is expensive, inconsistent, and exhausting. And no temp can handle client intake at 9pm when a panicked business owner realizes they're missing a W-2.
What Your AI Agent Team Does
A team of AI agents trained on your firm that handles client intake, scheduling, and document collection with the knowledge of a veteran office manager.
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01Handles every client touchpoint, year-roundTax season, extension season, Q4 planning — Milo's agents handle them all. Clients get instant, professional responses that reflect your firm, your services, and your process.
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02Schedules appointments around your availabilityNew client wants to set up a tax prep appointment? Milo checks your calendar, finds a slot, and confirms. Existing client needs to drop off documents? Milo books a window. No back-and-forth emails.
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03Answers the questions your staff fields 30 times a day"What documents do I need for my return?" "When is the filing deadline?" "Do you handle business taxes?" "What are your fees?" — trained on YOUR firm's answers, not generic responses.
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04Qualifies new client inquiriesThe AI captures what they need (personal return, business, bookkeeping, payroll), their timeline, and whether it's a good fit for your firm. You get a structured intake summary before you call back.
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05Handles deadline panic after hoursIt's 8pm on April 14th. A client reaches out in a panic about their extension. Milo walks them through the process and reassures them their extension was already filed. Crisis averted, no partner interrupted.
Milo vs. Your Current Options
| Feature | Seasonal Temp | Answering Service | Milo |
|---|---|---|---|
| Monthly Cost | $3,200/mo (Jan-Apr) | $300-$800/mo | ~$40/mo infrastructure |
| Annual Cost | $12,800 (4 months) | $3,600-$9,600 | $399 + $480 = $879 |
| After-Hours Coverage | None | 24/7 | 24/7 |
| Training Required | 2-3 weeks every year | Initial setup | One-time 10 min setup |
| Knows Your Firm | Eventually | Basic script | Deeply trained |
| Available Year-Round | No (Jan-Apr only) | Yes | Yes |
| 3-Year Cost | $38,400 | $10,800-$28,800 | $1,839 |
| You Own It | N/A | No | Yes |
Milo costs less than one week of a seasonal temp's salary. And your agents work all year.
Real Scenarios
March 12th, 7:30pm — New client inquiry
A small business owner Googles "CPA near me" and fills out your contact form. Your office closed at 5.
Without Milo: The inquiry sits in your inbox until tomorrow. They reach out to two more firms. Someone responds first. You lost a client worth $4,000/year in recurring fees.
With Milo: An AI agent responds instantly, asks about their business type and needs, explains your services and pricing range, and books a consultation for the next morning. You get a notification: "New client inquiry — LLC, restaurant, needs business tax + bookkeeping. Consultation booked tomorrow 9am."
April 14th, 9pm — Deadline panic
An existing client messages, frantic. "Did you file my extension? I just realized tomorrow is the deadline!"
Without Milo: No response until morning. Client spirals. Texts your personal number at 10pm. You spend 20 minutes reassuring them.
With Milo: An AI agent responds immediately: "Extensions for all clients were filed on April 10th. You're all set. Would you like a confirmation email?" Client calms down. You sleep through the night.
February, 2:15pm — Your team is slammed
Three preparers are heads-down on complex returns. A client emails asking what documents to bring to their appointment — the 15th such request today.
Without Milo: A preparer stops working to respond. 20 minutes of context lost. The return takes an extra hour.
With Milo: An AI agent handles it automatically: sends the standard document checklist, confirms the appointment time, and follows up with a reminder. Nobody on your team is interrupted.
Compare Milo to Specific Services
Stop losing clients to slow response times — even in tax season.
$399 one-time per agent. AI agents you own. Works January through December.
Ongoing — ~$40/mo
Monthly fees to us — $0
You own everything.
No subscription. No lock-in.