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.
Ave Maria is a young planned town east of Naples, built around Ave Maria University, and one of the fastest-growing communities in Southwest Florida. A typical client list here includes young families with several children, university faculty and staff, new homeowners, retirees and small local businesses.
New families find their CPA on Google and call the first firm that answers. IA tx answers every call and books the consult before they look elsewhere.
Your team opens one front desk with every call summarized: who called, what they need, which documents are missing and what is urgent.
A new prospect, one of the many young families with several children in Ave Maria, finds your firm on Google on a Saturday and calls with questions about child tax credit and returns for larger families. Instead of voicemail, IA tx takes the intake, texts a secure upload link for last year's return and puts a consult on the calendar.
Estimates from the tax and accounting industry, peak season.
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.
A new client who reaches voicemail calls the next firm, and that is recurring yearly revenue gone.
No scripts for your staff to learn.
Every call on the first ring, 24/7, in English or Spanish. It introduces itself as your 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.
Everything lands in one front desk: summary, transcript, appointment and document status. Your staff only steps in when a human is needed.
The same calls, handled differently.
| Situation | Today | With IA tx |
|---|---|---|
| "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 |
| Busy line in tax season | Voicemail | Answered on the first ring |
| Call about child tax credit and returns for larger families | Waits for a callback | Details logged for the CPA, documents requested |
| Call about education credits and university staff returns | Waits for a callback | Details logged for the CPA, documents requested |
Adjust the numbers to your Ave Maria practice.
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.
Yes. It recognizes the topic, asks the intake questions your firm defines, lists the documents to bring and books time with the right CPA. It does not give advice on the topic itself.
Yes. For each type of case you define the checklist, and IA tx texts it with a secure upload link while the caller is still on the line.
See how IA tx works for practices close to Ave Maria.
Open the demo front desk, call the agent and see the intake, appointment and documents land for your team. Free 15-day pilot for Ave Maria, FL firms.