Tax season in Hillsborough 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.
Tampa is a regional hub for financial services, healthcare and a growing startup scene, with many firms serving small and mid-size companies. Firms in Hillsborough County typically serve small and mid-size companies, healthcare professionals, startups and families.
Business clients call with status questions all season. IA tx answers them and texts upload links, so your staff stays on the returns.
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 Tampa. One of your small calls about s corporation and partnership returns. 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.
Industry estimates for a small accounting or tax practice in tax season.
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.
About 70 calls a day at a 5-person firm: "did you get my W-2?", status checks, hours. Time not spent on returns.
Three steps, every call, all year.
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.
Situations every tax firm knows.
| 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 s corporation and partnership returns | Waits for a callback | Details logged for the CPA, documents requested |
| Call about payroll tax notices | Waits for a callback | Details logged for the CPA, documents requested |
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.
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.
The same AI front desk, set up for firms in neighboring cities.
Call the demo agent yourself, then see the summary appear in the front desk. Tampa, FL firms get a free 15-day pilot.