Tax season in Travis 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.
Austin is a tech and startup city, with many employees paid partly in equity and a steady stream of newcomers from California and the Northeast. Firms in Travis County typically serve tech employees, startup founders, freelancers and newcomers from other states.
Tech clients prefer to text and expect instant answers. IA tx responds right away, sends secure upload links and books the consult without back-and-forth.
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 Austin. One of your tech employees calls about stock options, RSUs and the alternative minimum tax. 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 |
|---|---|---|
| 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 after 5 PM or on a weekend | Voicemail until morning | Answered, triaged, callback scheduled |
| Call about stock options, RSUs and the alternative minimum tax | Waits for a callback | Details logged for the CPA, documents requested |
| Call about startup founder returns and QSBS questions | Waits for a callback | Details logged for the CPA, documents requested |
Defaults are typical for a firm this size; change them to yours.
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.
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. 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. Austin, TX firms get a free 15-day pilot.