❌ Overwhelmed with calls during tax season (January-April)
❌ Clients need answers about services and pricing
❌ New client onboarding takes hours of staff time
❌ Missing after-hours inquiries from busy professionals
✓ Tax Preparation & Planning
✓ Bookkeeping Services
✓ Payroll Processing
✓ Financial Auditing
✓ IRS Representation
✓ Business Consulting
🤖 Pre-qualify tax preparation clients
🤖 Schedule consultations automatically
🤖 Answer common tax deadline questions
🤖 Collect W-2s and financial documents information
Save 20+ hours per week during tax season by automating initial client screening.
$49/month for the Professional Plan includes:
Free 7-day trial — No credit card required
Setup takes 5 minutes • No credit card required • Cancel anytime