In Florida, a prospect who hits your voicemail does not leave a message: they call the next CPA on the list. IA tx is an AI front desk that picks up every call, day or night, takes the intake and books the consult for your team.
Florida has no state personal income tax, but its CPA and tax firms are anything but quiet. Clients moving in from New York, New Jersey or Illinois still need part-year returns in their old state, retirees need RMD and Social Security planning, and every business owner deals with Florida sales and use tax, reemployment tax and the 5.5% corporate income tax (F-1120). Add hurricane seasons that regularly trigger IRS disaster deadline extensions, and the phone at a Florida firm rings well beyond April 15.
Typical numbers for a 3–10 person firm during filing season.
Clients open IRS notices at night and panic. Today they get voicemail until morning.
Plus payroll taxes and weeks of training, and gone in May.
Volume multiplies in tax season while the front desk stays the same size.
Spanish-speaking callers wait for the one bilingual person at the desk, or hang up.
Same process at 10 AM in March or 9 PM in October.
It picks up immediately, at any hour, in the caller's language, and says it is the firm's AI assistant.
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.
Summary, transcript, lead, appointment and missing documents land in one front desk. Your team only sees what needs a human.
Situations every tax firm knows.
| Situation | Today | With IA tx |
|---|---|---|
| A new prospect calls | Calls the next firm | Intake done and consult booked |
| "Did you get my documents?" | Staff looks it up and calls back | Answered, secure upload link texted |
| IRS notice at night | Waits overnight, worried | At the top of the CPA's list as urgent |
| 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 |
Defaults are typical for a firm this size; change them to yours.
Yes. It answers in the caller's language, English or Spanish, and leaves the summary in English for your team.
A few days. We load your services, hours, fees and document checklists, connect your phone number and calendar, and run a free 15-day pilot.
Far less than a seasonal hire, and it works nights, weekends and every season. Use the calculator on this page to estimate what missed calls cost your firm today.
Each page covers what accounting and tax firms in that city deal with.
Call the demo agent yourself, then see the summary appear in the front desk. Florida firms get a free 15-day pilot.