Survive Tax Season with Automated Intake
Stop drowning in phone calls. Let AI answer inquiries, qualify new clients, and book appointments so you can focus on the numbers.
The problems you're facing
The Busy Season Bottleneck
During tax season, the phone never stops ringing. You can't answer every call, and missed calls mean missed revenue.
Endless Status Updates
Clients constantly calling to ask 'Are my taxes done yet?' or 'Did you get my documents?'
Unqualified Prospects
Wasting time talking to leads who don't fit your ideal client profile or minimum fee structure.
How Copilot fixes it
Automated Client Intake
The AI answers calls, asks about their specific needs (individual, business, bookkeeping), and books consultations.
Status & Document Updates
Integrates with your portal to automatically answer questions about return status or missing documents.
Smart Filtering
Qualifies leads based on your criteria, ensuring you only spend time talking to ideal prospects.
The bottom line
"Saving hours of staff time daily during tax season and capturing high-value business clients pays for the AI instantly."
Common Questions
Can it handle document requests?
Yes, it can send automated links to your secure document portal when clients ask how to submit their files.
Does it integrate with my calendar?
It seamlessly connects with Google Calendar, Outlook, and most scheduling tools to book appointments.
Can it handle payroll inquiries?
Yes, it can route specific inquiries like payroll or bookkeeping to the appropriate team member.
Your Next Job Is Already Trying to Reach You
Right now, a lead is calling, texting, or filling out a form. The question is whether anyone answers.
Let's make sure someone always does.
Free 15-minute demo. See it work on your business. No pressure.
