Tax season in Alachua 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.
Gainesville is home to the University of Florida and its health system, with many international students, researchers and medical professionals. Firms in Alachua County typically serve international students and scholars, medical professionals, university staff and small businesses.
International students call in many accents and with the same questions every year. IA tx answers them clearly and books the ones who need a CPA.
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 Gainesville. One of your international students calls about nonresident returns (Form 1040-NR) and Form 8843. 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 |
|---|---|---|
| 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 |
| 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 |
| Call about nonresident returns (Form 1040-NR) and Form 8843 | Waits for a callback | Details logged for the CPA, documents requested |
| Call about tax treaty questions for students and researchers | Waits for a callback | Details logged for the CPA, documents requested |
Move the numbers and see the result update.
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.
No. It answers logistics (hours, documents, appointments, status) and writes every tax question down word for word for a CPA. It never gives tax advice.
Yes. It answers in the caller's language, English or Spanish, and leaves the summary in English for your team.
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 Gainesville firm.