Return Flow

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HOW IT WORKS

Return Flow

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HOW IT WORKS
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AI Virtual Assistants for Tax Professionals

AI Virtual Assistants for Tax ProfessionalsAI Virtual Assistants for Tax ProfessionalsAI Virtual Assistants for Tax ProfessionalsAI Virtual Assistants for Tax Professionals

AI Virtual Assistants for Tax Professionals

AI Virtual Assistants for Tax ProfessionalsAI Virtual Assistants for Tax ProfessionalsAI Virtual Assistants for Tax ProfessionalsAI Virtual Assistants for Tax Professionals

Our Mission

Automate client calls, texts, and intake during tax season — without hiring more staff.


Book Demo Now
Tax Season Is Stressful

Client Communication Doesn’t Have to Be

  • Missed calls and delayed responses
  • Repetitive tax questions
  • Overloaded staff during peak season
  • Manual intake slowing down refunds

Get Started

Meet Your 24/7 AI Tax Office Assistant

Our AI-powered system instantly responds to client messages, answers common questions, schedules appointments, and escalates complex issues — all automatically.

  • AI SMS Virtual Assistant
  • Automated FAQ Responses
  • Client Intake Automation
  • Smart Escalation to Staff

Be Ready Before the Next Tax Season Rush

Contact Us

Drop us a line!

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Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

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