tax preparation

April 15th doesn't move. Your support capacity shouldn't be the bottleneck.

AI agents and multilingual specialists that handle intake scheduling, document status checks, and filing questions in 65+ languages — scaling instantly for tax season surges.

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Hands holding financial papers for tax preparation and analysis.

how it plays out

Real contacts, minute by minute.

Phone Spanish

“I need to schedule my tax appointment”

Booking is the steadiest call type in filing season.

Client calls in Spanish requesting a tax prep appointment
AI books with a preparer under the firm’s booking rules
Sends confirmation with the firm’s document checklist
Sends the firm’s intake form

Handled without escalation appointment booked

Web Chat English

“Did you get all my documents? My return was supposed to be done”

Status anxiety spikes mid-season

Client opens chat asking about their return preparation status
AI checks document portal and identifies all items received
Reads back the status and date the firm’s system shows
Sends priority notification to preparer if deadline is approaching

Resolved automatically status confirmed

SMS Mandarin

“Where’s my refund?”

Post-filing top question

Client texts in Mandarin asking about their refund status
AI confirms from the firm’s records that the return was accepted
Points the client to the IRS “Where’s My Refund?” tool and the details it needs
Routes questions about the amount to the preparer

Status provided amount questions routed

Email Korean

“I got a letter from the state about my return”

A state notice goes to the preparer, not to an automated answer.

AI collects an image of the notice through the secure portal
Records the notice date and any deadline printed on it
Does not judge whether an amendment is needed
Flags the case for preparer review with the notice attached

Case flagged for review preparer decides

the team behind it

Faces, not a queue.

real members of the global team

Client Support for Tax Preparers

Scheduling, document status and refund-status questions from your records
Notices and filing questions routed to your preparers
Seasonal volume handled with consistent answers

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

Operation centres in Canada, Bolivia, Nicaragua, the Philippines and China
Smooth handoff between time zones with shared context
Holiday and weekend coverage without overtime costs

questions

What buyers ask before they sign.

How much does it cost?

AI voice is US$0.15 per minute and web chat is US$0.15 per session. Live agents start at US$300 per month including 500 minutes — about US$0.60 per minute — or from US$5.80 per hour for a dedicated agent working only your account. The minimum engagement is half a seat, not a five-seat block.

How fast can you start answering our phones?

Five days is our normal window to staff a live account — that is five days to find and place an agent who fits your business, not five days of software setup. AI voice can go live sooner because there is no hiring step.

Do you answer in Spanish?

Yes, on the same number, with agents in our Bolivia and Nicaragua operation centres — native Spanish, not machine translation. English and Spanish share one queue, and we cover 60+ more languages if you need them.

Can I mix AI and live agents on one number?

That is the normal setup. You decide which call types go to AI and which reach a person, and you can change the split as your volume changes. Nothing about that decision is locked in at signup.

compliance

Data Security & Compliance

E-file related contacts routed to your licensed preparers
Taxpayer information handled under your written safeguards
Access-controlled data handling, logged per agent
Customer financial data handled under your written safeguards

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See how AI handles your busiest weeks without adding headcount

We'll demonstrate appointment scheduling, document tracking, and refund status flows with your systems.

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