6–8 week delivery · Fixed-fee or equity · No retainer

AI agents · Accounting & tax

Survive tax season without drowning in calls

Voice and WhatsApp agents that answer, book, and screen inquiries for you — 24/7, in English and Spanish.

Book a demo →No pitch — 20 minutes to see if it fits.

The problem in season

In tax season the phone never stops and you can't keep up.
Many clients ask the same things (documents, prices, appointments).
New clients call after hours and leave if you don't reply.
The team loses hours on calls instead of preparing returns.

How it helps

It handles phone and WhatsApp

By WhatsApp

Answers FAQs and shares the document checklist.
Books and reminds appointments, and receives documents over chat.
Follows up with those who didn't finish their return.
Hands the chat to your team when judgment is needed.

By phone (voice agent)

Answers 24/7, books the appointment, and explains what documents to bring.
Screens: service type (personal, business, ITIN), urgency.
Logs the client in your CRM and confirms the appointment.
Hands complex cases to a person.

Use cases

Tax preparers and tax offices.

Accountants and bookkeeping for small business.

Payroll and business formation (LLC) services.

Bilingual firms with Hispanic clientele.

Frequently asked

Does it handle sensitive information carefully?

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Yes. Your data is yours, we never share it with third parties, you set the retention, and we sign an NDA. We adapt handling to your requirements.

Is it only for tax season?

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It works year-round, but shines in peak season absorbing the surge in calls and scheduling.

Does it speak Spanish and English?

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Yes — it detects and replies in the client's language, key in Miami.

See voice agents→See WhatsApp agents→

Prefer we reach out?

Leave your details and we'll show you your agent — no commitment.

Don't let the season overwhelm you

Book 20 minutes and we'll show you your agent with your booking flow.

Book a demo →