In Lubbock, 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.
Lubbock is home to Texas Tech University and sits in one of the largest cotton-growing regions in the world. Most calls to a Lubbock firm come from cotton farmers and agribusinesses, university faculty and students, healthcare workers and small businesses.
Farmers call from the field and students call with simple questions. IA tx resolves the simple ones itself and books the farm clients with 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 Lubbock calls for the third time to ask if you received their documents. IA tx checks the list, tells them which form is still missing (education credits (Form 1098-T) paperwork, in this case) and texts the upload link. Nobody on your team had to stop working.
Estimates from the tax and accounting industry, peak season.
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.
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.
No scripts for your staff to learn.
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.
The same calls, handled differently.
| 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 farm income returns (Schedule F) and crop insurance | Waits for a callback | Details logged for the CPA, documents requested |
| Call about education credits (Form 1098-T) | Waits for a callback | Details logged for the CPA, documents requested |
Adjust the numbers to your Lubbock practice.
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.
See how IA tx works for practices close to Lubbock.
Open the demo front desk, call the agent and see the intake, appointment and documents land for your team. Free 15-day pilot for Lubbock, TX firms.