1
The phone never stops
While you prepare one return, three more people call. The ones nobody answers go to the office down the street.
Home · Tax season
For tax preparers, multiservices and accountants
Tax season is coming. Don't lose a single call this year.
From late January to April 15 your phone doesn't stop. An AI receptionist answers every call and message in Spanish and English, books the appointment, reminds the client the day before, and when the return is done, asks for a Google review.
Founder priceBook your season and pay the setup by November 30: 20% off the whole season, split across your season payments.
Hi! What documents do I need to bring for my taxes?
Hi! Bring your W-2s or 1099s, your photo ID and your dependents' information. Please don't send your Social Security number by message: you'll show it at your appointment. Shall we book it? I have Tuesday 4 PM or Wednesday 10 AM.
Tuesday
Done: Tuesday 4:00 PM. I'll send you a reminder the day before.
Appointment booked · Reminder scheduled
15 weeksis all a tax season lasts: from late January to April 15Source: IRS filing calendar
2
Everyone asks the same thing
What documents, how much, when does my refund come. Hours of your season answering the same questions.
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Last year's clients don't come back
Nobody called them in January to book. Many of them filed somewhere else.
What it does for you
- Answers every call and WhatsApp 24/7, in Spanish and English, and books the appointment
- Explains which documents to bring and gives the official IRS link to check a refund
- Sends appointment reminders so nobody misses the busiest weeks
- Brings back last year's clients by text message and email (with their permission)
- Asks for a Google review right after each return is done
- Keeps your Google profile ready for the season
It never gives tax advice: technical questions go to you. And it never asks for a Social Security number or documents by chat or phone, to help you protect your clients' data as federal rules require.
What owners ask us
Does the AI give tax advice?
No. It books appointments and answers general questions (documents, hours, refund status link). Anything technical goes to you.
Will it ask my clients for their Social Security number?
Never. Sensitive data is only handled in person or through your secure systems.
What happens after April?
The season plan ends. If you want, you can keep the receptionist all year.
How do you bring back last year's clients?
By text message and email, only to clients who gave you permission to contact them. We set up the campaign in January.
Get your office ready before January.
Free review: we show you how it would work in your office.
Call or text us: (832) 691-0330