What an AI agent does for a tax preparation office.
Five jobs that get a storefront tax office through the eight busiest weeks of its year. Pick one to see how it works, with an example call.
Last year's clients rebooked in February
Calls every returning client before the season opens and books them in before the rush.
See how it works →02InboundSpring rush sit-downs and drop-offs booked
Every caller in March and April gets a sit-down, a drop-off time or the upload link, with the slip list.
See how it works →03Outbound"Your return is ready to sign" calls
Calls the moment a return is done, so clients sign and pick up before the deadline.
See how it works →04InboundPeople years behind on filing booked in
Callers who haven't filed in years get a longer slot and a clear list of what to gather.
See how it works →05InboundReassessment letters put through to a senior preparer
Callers holding a reassessment or review letter get the date recorded and a senior preparer on the line.
See how it works →One household's tax season
How the five fit together, from the February reminder to a letter that shows up in August.
- 1Called back in FebruaryLast year's clients rebooked in February
- 2Drops off on a SaturdaySpring rush sit-downs and drop-offs booked
- 3"Your return is ready""Your return is ready to sign" calls
- 4Brother-in-law three years behindPeople years behind on filing booked in
- 5Reassessment in AugustReassessment letters put through to a senior preparer
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