In Plano, 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.
Plano has drawn large corporate relocations, many of them from California, bringing thousands of employees who moved with their families. Most calls to a Plano firm come from relocated corporate employees, tech and finance professionals, families and small businesses.
Newcomers still owe a final return in their old state and have many questions. IA tx takes the details and books the consult with the CPA who handles relocations.
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 Plano calls for the third time to ask if you received their documents. IA tx checks the list, tells them which form is still missing (stock compensation from large employers paperwork, in this case) and texts the upload link. Nobody on your team had to stop working.
Typical numbers for a 3–10 person firm during filing season.
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.
Spanish-speaking callers wait for the one bilingual person at the desk, or hang up.
Same process at 10 AM in March or 9 PM in October.
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.
Time saved and calls recovered with an AI front desk.
| 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 part-year California and Texas residency | Waits for a callback | Details logged for the CPA, documents requested |
| Call about stock compensation from large employers | Waits for a callback | Details logged for the CPA, documents requested |
Move the numbers and see the result update.
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. 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.
Each city page covers what local firms deal with.
The demo is live: call it, test it in Spanish, look at the front desk. Then try it free for 15 days at your Plano firm.