AI Voice Agents for Accounting & Tax Prep Firms

The agent's workflow

1. 1

   Answers calls 24/7 — especially Jan–Apr

2. 2

   Qualifies new clients by entity type and complexity

3. 3

   Books discovery and tax review appointments

4. 4

   Outbound document-chase: 'we still need your W-2s'

5. 5

   Deadline reminders for estimated payments and extensions

6. 6

   Syncs to Karbon, TaxDome, Canopy, Drake

7. 7

   Quote questions routed to a partner

Common problems we hear from accounting & tax prep firms

• •Tax season phone volume crushes the team
• •Missing documents stall returns
• •Quote shoppers consume CPA time
• •Deadlines slip when clients ghost
• •Year-round work loses to seasonal noise

Sample call script

What's included