What the agent handles
- Books appointments and drop-offs
- Lists slips and receipts to bring
- Calls when returns are ready
- Answers pricing questions
- Books amendments and reviews
Legal, finance and professional
AI voice agent for Tax preparation
Books personal tax appointments and drop-offs during the spring rush, explains which slips to bring, and calls back when a return is ready to sign.
CallerI need my taxes done before the deadline, are you still taking people?
CallerCan I just drop off my stuff and pick it up later, or do I have to sit with someone?
CallerI got a reassessment letter and it says I owe money. Is that something you deal with?
Where calls go
Front deskTax preparersReview and filingSenior preparer
Warm transfer: When a caller is dealing with a reassessment or review letter, the agent warm-transfers to a senior preparer to go over what's needed.
What it books
Tax appointments and drop-off times