Tax season in Miami-Dade County brings more calls than any small front desk can take. IA tx is the AI receptionist that answers all of them, in English or Spanish, and leaves your team only what needs a CPA.
Doral sits next to Miami International Airport and is home to logistics, import/export and many Venezuelan and Colombian business owners. Firms in Miami-Dade County typically serve logistics and freight companies, importers, new LLC owners and recently arrived families.
Many prospects are opening their first U.S. company and call with long questions. IA tx collects the details, explains which documents to bring and books the consult.
Status checks, hours and document requests are handled by the agent; new clients get an intake and a consult on your calendar; anything technical goes to the CPA as a written note.
It is 7:40 PM in Doral. One of your logistics calls about LLC and S corporation elections for new businesses. IA tx answers on the first ring, asks the right intake questions, explains which documents to have ready and books a consult for Thursday morning. Your CPA finds the summary and transcript in the front desk at 8 AM.
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.
It tells new prospects from existing clients, books consults, lists missing documents with an upload link, marks IRS notices urgent and writes down tax questions for a CPA.
Summary, transcript, lead, appointment and missing documents land in one front desk. Your team only sees what needs a human.
Time saved and calls recovered with an AI front desk.
| Situation | Today | With IA tx |
|---|---|---|
| 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 |
| "Did you get my documents?" | Staff looks it up and calls back | Answered, secure upload link texted |
| Call about LLC and S corporation elections for new businesses | Waits for a callback | Details logged for the CPA, documents requested |
| Call about form 5472 for foreign-owned U.S. LLCs | Waits for a callback | Details logged for the CPA, documents requested |
Move the numbers and see the result update.
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.
Yes. Calls are forwarded from your existing number, during busy hours, after hours or all the time, as you prefer.
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.
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.
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.
Each city page covers what local firms deal with.
The demo is live: call it, test it in Spanish, look at the front desk. Then try it free for 15 days at your Doral firm.