IA tx · AI front desk for CPA and tax firms

AI receptionist for accounting and tax firms

From January to April the phone at a tax firm rings 3–5× more, with the same people at the desk. Every call that reaches voicemail is a client who dials the next firm on Google. IA tx answers every call on the first ring, 24/7, in English or Spanish.

24/7 call answeringClient intakeAppointment bookingMissing documentsIRS notice triageEnglish & Spanish

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Why U.S. tax firms need a front desk that never sleeps

Small CPA and tax practices live on the phone from January to April and again before the October extension deadline. IA tx takes that load: every call answered, every prospect booked, every missing document requested, without hiring seasonal staff.

What U.S. clients call about

New client intake and consult booking
"Did you get my documents?" status calls
Missing documents with a secure upload link
IRS notices flagged as urgent
After-hours and weekend calls
Callers who prefer Spanish

Where tax firms lose clients and hours

Typical numbers for a 3–10 person firm during filing season.

After 5 PM

IRS letters don't wait

Clients open IRS notices at night and panic. Today they get voicemail until morning.

$3,500/mo

for a seasonal receptionist

Plus payroll taxes and weeks of training, and gone in May.

3–5×

more calls January to April

Volume multiplies in tax season while the front desk stays the same size.

1 person

who speaks Spanish

Spanish-speaking callers wait for the one bilingual person at the desk, or hang up.

From ring to resolved

Same process at 10 AM in March or 9 PM in October.

Answers

It picks up immediately, at any hour, in the caller's language, and says it is the firm's AI assistant.

Understands & resolves

New client: takes the intake and books the consult. Existing client: says which documents are missing and texts a secure upload link. IRS notice: flags it urgent. Tax question: logs it word for word for the CPA, with no advice given.

Files it for your team

Summary, transcript, lead, appointment and missing documents land in one front desk. Your team only sees what needs a human.

Today vs. with an AI front desk

Time saved and calls recovered with an AI front desk.

Situation	Today	With IA tx
Seasonal staffing	Hire, train, let go in May	Same agent all year
Spanish-speaking clients	Depends on who is at the desk	Served in Spanish
Busy line in tax season	Voicemail	Answered on the first ring
Call after 5 PM or on a weekend	Voicemail until morning	Answered, triaged, callback scheduled
A new prospect calls	Calls the next firm	Intake done and consult booked

ROI: what missed calls cost your firm

Move the numbers and see the result update.

Revenue at risk this season (missed calls × prospects × client value × weeks)

Phone hours your team gets back (hours a day × 5 days × weeks)

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Pricing in US dollars

A small fixed fee plus the minutes you actually use. You pay for real calls, not for a plan you may not fill.

Free pilot

15 days answering your real calls. No credit card, no commitment. Results report at the end.

Front desk

$99/month

Your AI front desk: intake, appointments, missing documents, IRS notice triage, English and Spanish.

Call minutes

$0.16/minute

Billed per minute of conversation. A 3-minute call costs about $0.48. Quiet months cost less.

Example: 600 calls in a tax-season month at 3 minutes each = $99 + $288 = $387. Setup is included in the pilot.

Frequently asked questions

Is client information secure?

Documents go through a secure upload link instead of email, and call summaries stay in your firm's front desk. We review the setup with you before going live.

Does it work with our current phone number?

Yes. Calls are forwarded from your existing number, during busy hours, after hours or all the time, as you prefer.

What happens with calls it cannot resolve?

It takes a complete message, tells the caller when to expect a callback and puts the request at the top of your team's list.

IA tx by state

Each state page links to its cities, with what local companies deal with.

Florida Texas

Try IA tx with a real call

The demo is live: call it, test it in Spanish, look at the front desk. Then try it free for 15 days at your U.S. firm.

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