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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how it plays out

Real contacts, minute by minute.

Phone Spanish

"I need to schedule my tax appointment"

Appointment booking drives 40% of inbound calls

Client calls in Spanish requesting a tax prep appointment
AI checks preparer availability and matches complexity to expertise
Books appointment and sends confirmation with document checklist
Pre-populates intake form with information from prior year filing

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
Confirms return is in queue with estimated completion date
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 filing was accepted and pulls IRS refund tracker info
Provides current refund stage and estimated deposit date
Offers to set up automatic refund status notifications

Instant resolution refund status provided

Email Korean

"I got a letter from the state about my return"

Post-filing state notice — needs quick triage

Client emails in Korean about a state tax notice received
AI identifies notice type and determines if amendment is needed
Explains next steps and collects images of the notice
Flags case for tax preparer review with full documentation attached

Triaged and documented case flagged for review

the team behind it

Faces, not a queue.

real members of the global team

Tax Prep-Trained Specialists

Familiar with individual and small business filing requirements across all 50 states
Proficient with tax software: TurboTax Pro, UltraTax, ProSeries, Lacerte
Trained to handle seasonal volume surges with consistent quality and wait times

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 e-file provider requirements and EFIN compliance
Safeguarding taxpayer information per IRS Publication 4557
State-level preparer registration and continuing education tracking
FTC Safeguards Rule compliance for customer financial data

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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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