accounting

Tax season doesn't care about your staffing plan.

AI agents and multilingual specialists that handle client onboarding, document collection, and deadline-driven inquiries in 65+ languages — so your firm scales without burning out.

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how it plays out

Real contacts, minute by minute.

Phone Mandarin

"I need to send my tax documents but I don't know which ones"

Document confusion peaks in Q1

Client calls in Mandarin unsure which forms to provide
AI identifies their entity type and pulls relevant document checklist
Walks client through each required document in plain language
Sends personalized upload link to secure client portal

Handled without escalation documents collected

Email English

"When is my extension deadline?"

Deadline anxiety drives call volume

Client emails asking about their specific filing extension date
AI retrieves client profile and identifies entity type and fiscal year
Provides exact deadline with countdown and next steps
Attaches pre-filled extension form for review and signature

Resolved automatically deadline confirmed

Web Chat Spanish

"I got an IRS notice and I'm panicking"

High-stress, needs immediate reassurance

Client starts chat in Spanish about a CP2000 notice
AI identifies notice type and explains what it means in plain terms
Collects relevant details and flags case for CPA review
Schedules callback with a specialist within the same business day

Client calmed and triaged case escalated properly

SMS Korean

"Can I deduct my home office expenses?"

Common advisory question during filing season

Client texts in Korean about home office deduction eligibility
AI asks targeted questions about workspace use and employment type
Provides general guidance on IRS home office requirements
Recommends scheduling a consultation for personalized tax planning

Guidance provided consultation booked

the team behind it

Faces, not a queue.

real members of the global team

Accounting-Trained Specialists

Familiar with tax filing workflows, quarterly estimate schedules, and IRS notice types
Proficient in practice management tools: CCH Axcess, Lacerte, Drake, QuickBooks
Trained to handle seasonal volume surges without compromising response quality

65+ Languages

Native-speaking agents in English, Spanish, Mandarin, and 60+ more
Real-time AI translation for rare language pairs
Cultural context training for every market we serve

Follow-the-Sun Coverage

Operations in Philippines, Colombia, Pakistan, and 6 more countries
Smooth handoff between time zones with shared context
Holiday and weekend coverage without overtime costs

compliance

Data Security & Compliance

IRS Circular 230 awareness for client communication boundaries
SOC 2 Type II compliant data handling and storage
Secure document exchange with encryption at rest and in transit
WISP (Written Information Security Plan) aligned procedures

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See how AI handles your busiest season's call volume

We'll show you document collection, deadline management, and client triage with your firm's workflows.

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