More Returns, Fewer Interruptions
AI receptionist for tax practices: answers deadline and extension questions, books consults and reviews, gathers intake details, and chases missing docs so preparers stay heads‑down.
Common Challenges
Phones spike during reviews while finalizing returns
Repeating deadline, extension, and estimate FAQs
Chasing W‑2s, 1099s, K‑1s, and signed 8879s
Screening new prospects without pausing prep
What AI Receptionist Does for You
Tax Q&A
Gives clear answers on filing dates, extensions, quarterly estimates, and refund timing using your policies.
Smart Scheduling
Finds openings, books consults and review slots, follows your buffer rules, and confirms via text or email.
Document Guidance
Tells clients exactly which docs you need for 1040s, S corps, new entities, or an audit, and how to upload them to your portal.
Intake Automation
Captures contact, entity type, prior-year status, bookkeeping system, and scope, then passes clean notes to your workflow.
Questions AI Handles
Full Capabilities
"During tax season, AI handles 60% of calls. We serve more clients with less stress."
Every Call Answered, Any Hour
Nights, weekends and holidays included. Try the demo free - no card, no setup.