Everyone calls at once, the AI answers them all
Before every filing deadline all clients call at the same time, while your team should be finishing returns. The AI answers, sorts existing clients from new enquiries, captures document questions as structured notes and books appointments into Google Calendar.
- Catches the call flood before filing deadlines
- Sorts existing clients from new enquiries
- Document questions as structured notes
- Appointments in Google Calendar, rescheduling included
Every deadline brings its own wave of calls
Tax returns, annual accounts, VAT: before every due date all clients want to know at once whether their documents arrived and what is still missing. The AI takes these calls: it clarifies whether it's an existing client or a new enquiry, captures the request as a structured note and books appointments in Google Calendar. Tax advice it doesn't give, it keeps your team free for the actual work.
Features
What the AI takes off your tax firm
Pre-sorting on the phone
Existing client with a question or new enquiry for a first meeting: the AI clarifies this at the start and captures both separately.
Document questions, bundled
Which receipt is missing, what has been submitted: the AI notes the question in a structured way, your team answers in one batch instead of between two bookings.
Appointments without the front office
First meeting or annual review: the AI checks Google Calendar and books, moves or cancels during the call.
Answers from your firm's knowledge base
Office hours, documents to bring, how a first meeting works: the AI answers from your website and documents.
Urgent matters put through
Tax audit announced? The AI transfers live to the number you set, the rest becomes a callback note.
No tax advice
The AI gives no tax assessment. Technical questions it captures as a callback request for the advisor in charge.
Use Cases
Typical calls at a tax firm
The week before the deadline
Everyone calls at the same time. The AI answers in parallel, nobody sits in a queue, your team finishes returns instead of taking calls.
Did my documents arrive?
The most common question of the season: the AI captures it as a structured note, or checks the status directly in your system via an API connector.
New enquiry in December
New clients show up mid high season. The AI captures company type and request and books the first meeting for January.
Rescheduling without the queue
The client can't make the appointment: the AI moves it in Google Calendar, the front office only notices the updated calendar.
FAQ
Frequently asked questions
Deadline season without the nonstop ringing
The AI takes the wave of calls, your team finishes the returns. Set up in minutes.