Sound Familiar?
January arrives and your stress levels spike. You know what's coming: four months of sixteen-hour days, weekends at the office, and a phone that never stops ringing. Clients call constantly asking if you received their documents. Others haven't sent anything despite multiple reminders and the deadline is approaching fast. You're preparing returns while simultaneously answering questions, chasing missing W-2s, and explaining extension options. Every phone call interrupts your concentration on complex returns, leading to mistakes you catch at midnight. The worst part is most calls are simple questions you've answered a thousand times: Did you get my 1099? What's the deadline for my extension? Can I deduct my home office? Outside of tax season, you finally catch your breath, but client inquiries don't stop. Estimated payment reminders, amended return questions, and next year's planning conversations pile up. You built your practice to help people with their taxes, but you spend more time on communication than preparation.
AI agents that work for you 24/7.
Document Collection Agent
Sends personalized document requests to each client based on their tax situation. Tracks submissions, follows up on missing items with increasing urgency, and confirms when everything is received. Gets documents in before the crunch.
Status & Deadline Agent
Answers client questions about return status, filing deadlines, and extension options instantly. Proactively notifies clients about upcoming deadlines and estimated payment due dates. Reduces phone interruptions by 70%.
Client Intake Agent
Handles new client inquiries and collects initial information before you meet. Qualifies prospects on complexity and timeline. Schedules consultations and sends intake questionnaires automatically.
See it in action.
Here's what changes when AI agents handle your tax preparation practice communications:
Before you arrive at the office, your agent has sent document reminders to twenty clients with outstanding items. Three have already responded with uploads.
While you're preparing a complex return, five clients call asking about their status. Your agent answers each one instantly based on your workflow system without interrupting you.
A panicked client calls about a deadline they forgot. Your agent explains extension options, gets their consent, and flags the extension for you to file.
A new client inquiry comes in. Your agent qualifies them, explains your pricing, and schedules an intake meeting for next week. All information logged and ready.
Your agent identifies fifteen clients who won't meet the deadline based on missing documents. It reaches out to each one with extension information and next steps.
After hours, a client remembers they forgot to mention cryptocurrency transactions. They text your number and your agent collects the details and flags it for your review.
Every document chased down. Every deadline communicated. Every client question answered. All while you focus on preparing accurate returns.
Everything you need. Nothing you don't.
Smart Document Collection
Personalized requests based on each client's tax situation. Track submissions and follow up automatically.
Return Status Updates
Clients check their return status anytime without calling. Accurate information from your workflow system.
Deadline Management
Proactive notifications for filing deadlines, extensions, and estimated payments. No more last-minute surprises.
Drake & Lacerte Integration
Works with Drake, Lacerte, ProConnect, and other tax software. Your agent sees client and return status.
Extension Handling
Explain options, collect consent, and flag extensions for filing. Keep clients informed throughout.
New Client Intake
Qualify prospects, collect initial information, and schedule consultations. Capture new business during busy season.
Get started in minutes.
Connect Your Tax Software
Link Drake, Lacerte, or your current system. Your agent sees client lists and return status.
Configure Your Workflow
Define document requirements, reminder schedules, and communication preferences for your practice.
Activate Client Communications
Clients reach your agent via phone, text, or email. They get instant, accurate responses.
Survive Tax Season
Focus on returns while your agent handles the communication flood. Finish the season without burning out.
“Last tax season I worked until midnight every day and still missed deadlines. This year, my AI agent handled document collection and client questions. I worked normal hours and finished a week early.”
Patricia
Owner,Precision Tax Services
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
Your agent uses prior year information and client profiles to personalize document requests. You can also set custom requirements for complex situations.
Your agent handles procedural questions about deadlines, extensions, and document requirements. Substantive tax questions are routed to you with full context.
Yes. We integrate with Drake, Lacerte, ProConnect, UltraTax, and other major tax preparation software. Return status syncs automatically.
Plans start at $49/month for your dedicated AI agent server. AI usage scales with volume but so does the value. Most preparers spend $100-200/month during peak season.
All data is encrypted in transit and at rest. We follow IRS data security guidelines and provide documentation for your records.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.