In El Paso, a prospect who hits your voicemail does not leave a message: they call the next CPA on the list. IA tx is an AI front desk that picks up every call, day or night, takes the intake and books the consult for your team.
El Paso sits on the border with Ciudad Juárez and next to Fort Bliss, with families and businesses that live and work on both sides. Most calls to a El Paso firm come from cross-border workers and businesses, military families, Spanish-speaking households and small companies.
Most calls start in Spanish and many involve income on both sides of the border. IA tx takes the intake in Spanish and leaves an English summary for the CPA.
Routine calls are resolved on the spot. New prospects are qualified and booked. Tax questions are written down word for word for a CPA, since the agent never gives advice.
During the last week before the deadline, a client in El Paso calls for the third time to ask if you received their documents. IA tx checks the list, tells them which form is still missing (ITIN applications for family members paperwork, in this case) and texts the upload link. Nobody on your team had to stop working.
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 |
|---|---|---|
| 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 |
| IRS notice at night | Waits overnight, worried | At the top of the CPA's list as urgent |
| Call about income from Mexico and foreign tax credits | Waits for a callback | Details logged for the CPA, documents requested |
| Call about ITIN applications for family members | Waits for a callback | Details logged for the CPA, documents requested |
Defaults are typical for a firm this size; change them to yours.
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.
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. 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. El Paso, TX firms get a free 15-day pilot.