Tax-season phone meltdown handled — clients triaged + checklists sent before the appointment. We build the voice and chat agent end to end for accounting firms — your scripts, your pricing rules, your booking flow — and wire it into the system your jobs already live in. Published pricing, no platform lock-in.
What accounting firms are actually losing
Tax season is a 12-week siege. The agent handles the surge so your staff can do the actual returns.
New-client calls arrive in the evening and in the week before a deadline, which is exactly when nobody is free to take them. Most reach voicemail. The agent captures the enquiry, works out whether it is a fit, and books the consult.
'Send me your prior year return + W-2s + 1099s' is a 60-second script. The agent runs it, sends the secure upload link, and tracks completion.
The three failure points in accounting
Tax season is a 12-week siege. The agent handles the surge so your staff can do the actual returns.
New-client calls arrive in the evening and in the week before a deadline, which is exactly when nobody is free to take them. Most reach voicemail. The agent captures the enquiry, works out whether it is a fit, and books the consult.
'Send me your prior year return + W-2s + 1099s' is a 60-second script. The agent runs it, sends the secure upload link, and tracks completion.
Will it qualify the engagement type (1040 vs S-corp vs review)?
Yes. The agent runs your scoping questions and routes to the right CPA based on engagement complexity.
Does it integrate with our practice management (Karbon / TaxDome / Canopy)?
Yes — all three, plus a few smaller ones. Client creation, task assignment, and document request links flow natively.
Can it handle bookkeeping inquiries separately?
Yes. Multi-skill routing distinguishes tax vs bookkeeping vs advisory inquiries and assigns accordingly.