In tax season, people who need a preparer call several firms and hire the first one that answers. An AI receptionist answers every call and web inquiry, asks your intake questions and books intake calls. It never gives tax advice, and it keeps client tax return information out of the conversation.
Updated October 12, 2026
This is what a fast, automated response looks like from the customer's side.
📞 Incoming call · 7:42 PM
Thanks for calling. I can help you get started. Is this for personal taxes, a business, or bookkeeping?
My S-corp return. My old accountant retired.
We can help with that. Can you meet for a 20-minute intake call Tuesday at 11 or Thursday at 2?
Thursday at 2
✓ Intake call booked
Example: automated text follow-up
From a form, call, ad, chat or text, day or night.
A text goes out right away, so they don't call your competitor.
A planned sequence that stops the moment they reply or book.
They pick a time, get reminders, and show up.
How we set up the follow-up systems we build. Your settings can differ.
| Situation | What the AI receptionist does |
|---|---|
| New prospect (personal, business or bookkeeping) | Asks your intake questions and books an intake call or consultation |
| Existing client asking about their return | Takes a message and routes it to the right preparer. It does not look up or discuss return details |
| "Is my refund done?" / status calls | Gives your standard status answer or routes to staff, per your rules |
| Missing-document questions | Explains how to upload through your secure portal. It never asks for documents by text or email |
| Fees, services, hours, deadlines | Answers from your approved information only |
| IRS notice or urgent deadline | Follows your urgency rules and alerts a CPA |
| Request for tax advice | Explains a CPA will help and books a time |
The AI collects information and schedules. Every tax question goes to a CPA or preparer.
The receptionist works from your public service information, not your tax software. Federal law (IRC Section 7216) limits how preparers use and disclose tax return information, so we keep it out of the phone and follow-up system.
Callers are sent to your secure upload portal. The system does not collect Social Security numbers, returns or financial documents.
Text follow-up only goes to people who opted in, on a registered business texting number (A2P 10DLC).
Read the plain-English guide: Section 7216 and CPA marketing: what you can send without consent.
This page is general information, not legal or tax advice. Have your own counsel review your consent and privacy practices.
On a free call, we'll map your calls and show you what we'd automate first and what stays with your team.
No obligation. If we can help, we'll explain the plan and the investment.
Yes. It answers every call at the same time, day or night, asks your intake questions and books appointments, so your staff can stay on billable work.
No. It is set up to route every tax question to a CPA or preparer.
No. We build it to work from your public service information only. Questions about a specific return are routed to your staff.
Yes, if the client opted in to messages. Reminders send people to your secure portal and never ask for documents by text or email.
Yes, 24/7. Many people call about taxes in the evening or on weekends.