From January to April the phone at a tax firm rings 3–5× more, with the same people at the desk. Every call that reaches voicemail is a client who dials the next firm on Google. IA tx answers every call on the first ring, 24/7, in English or Spanish.
Katy, west of Houston, is one of the fastest-growing suburbs in Texas, full of young families and energy-industry professionals. A typical client list here includes young families, energy engineers and managers, new homeowners and home-based businesses.
Busy families call after work and on weekends. IA tx answers then, takes the intake and books the appointment so the firm opens Monday with a full calendar.
Your team opens one front desk with every call summarized: who called, what they need, which documents are missing and what is urgent.
A new prospect, one of the many young families in Katy, finds your firm on Google on a Saturday and calls with questions about child tax credit and family returns. Instead of voicemail, IA tx takes the intake, texts a secure upload link for last year's return and puts a consult on the calendar.
Industry estimates for a small accounting or tax practice in tax season.
About 70 calls a day at a 5-person firm: "did you get my W-2?", status checks, hours. Time not spent on returns.
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.
Three steps, every call, all year.
Every call on the first ring, 24/7, in English or Spanish. It introduces itself as your firm's AI assistant.
New client: takes the intake and books the consult. Existing client: says which documents are missing and texts a secure upload link. IRS notice: flags it urgent. Tax question: logs it word for word for the CPA, with no advice given.
Everything lands in one front desk: summary, transcript, appointment and document status. Your staff only steps in when a human is needed.
Situations every tax firm knows.
| Situation | Today | With IA tx |
|---|---|---|
| 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 |
| A new prospect calls | Calls the next firm | Intake done and consult booked |
| Call about child tax credit and family returns | Waits for a callback | Details logged for the CPA, documents requested |
| Call about stock options and RSUs from energy employers | Waits for a callback | Details logged for the CPA, documents requested |
Defaults are typical for a firm this size; change them to yours.
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. Calls are forwarded from your existing number, during busy hours, after hours or all the time, as you prefer.
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.
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.
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. Katy, TX firms get a free 15-day pilot.