Tax season phone calls making it impossible to focus on returns. Clients submitting documents in 20 different ways. You're losing $3,800/mo every month to problems that AI agents solve overnight. One-time setup. You own everything.
Every tax prep business deals with these. Most just accept them. You don't have to.
Tax season phone calls making it impossible to focus on returns
Clients submitting documents in 20 different ways
Appointment no-shows during peak season
Off-season client engagement dropping to zero
Three agents working 24/7. Built for how tax preparation services actually operate.
Handles the phone during tax season. Answers common questions (deadlines, documents needed, pricing), books appointments, frees you to do returns.
Sends personalized document checklists to each client. Tracks what's received vs. missing. Follows up automatically 3 times.
Off-season check-ins with clients about estimated payments, life changes affecting taxes, and early bird booking for next year. Keeps you top of mind.
A tax prep firm in Miami was spending 3 hours/day on phone calls during season. Their AI season agent now handles 80% of calls. They completed 45% more returns than the previous year without adding staff.
From $399. No monthly fees to us.
Your agents, your data, your infrastructure.
Not months. Agents working within a week.
Your competitors are already automating. Every month you wait is another $3,800/mo gone. Let's fix that.
We build agent teams for any service business. Here are some we specialize in.