Calls go to voicemail
A new client who reaches voicemail in February calls the next preparer on the list. Nights, weekends and the two weeks before the deadline are exactly when they call.
New Bilingual AI receptionist, included
Run your whole tax practice from one screen.
A dedicated business line, an AI receptionist that answers in English and Spanish, a secure client document portal, unlimited e-sign and follow-up that runs itself — configured for your firm and live in days, not months.
No long-term contract. Your own numbers, your own branding, your own data.
Maria Delgado7:42 PM
Call answered - needs an appointment for the 1040
AI receptionist · bookedJordan Ellis6:15 PM
Uploaded W-2, 1099-INT and last year's return
Priya Raman4:58 PM
Consultation booked - Thu 10:30 AM, confirmed by text
Website chat3:20 PM
"Do you file multi-state returns?" - answered, lead captured
The busy-season problem
Most tax offices lose money on admin, not on returns
The work that costs a preparer the most is rarely the return itself. It's the phone ringing during a client meeting, the third email chasing a missing 1095-A, and the client whose status nobody can answer without opening four different tools.
Documents arrive in pieces
W-2s by text, a 1099 as a photo, the prior-year return "somewhere in email." Reassembling a single client file eats hours you never bill for.
Nobody can answer "where's mine?"
Without one shared view of every return in progress, status questions interrupt the people who are supposed to be preparing returns.
The platform
One system that answers, collects, tracks and files
Everything below is included and configured for you before you go live — not a list of add-ons to assemble yourself.
Dedicated business line
Your own local number for calls and texts, separate from your personal phone, with every conversation logged to the client record.
One unified inbox
Calls, SMS, email, website chat and WhatsApp land in a single thread per client — so anyone on your team can pick up where the last person left off.
Bilingual AI receptionist
Answers around the clock in English or Spanish, qualifies the caller, books the consultation and flags anything that needs a human.
Secure client portal
Clients upload their documents against a checklist. You see at a glance what has arrived and what is still outstanding.
Preparer pipeline
Every return moves through clear stages from new lead to filed and paid, with the whole board visible to your team.
E-sign, invoicing & reviews
Send engagement letters for signature, collect prep fees online, and request a review automatically once the return is filed.
AI receptionist
The call you would have missed, answered and booked
Your receptionist picks up on the first ring at 9pm on a Sunday, speaks the caller's language, and knows your services, your hours and your calendar.
- Answers overflow calls when your team is with a client, and every call after hours
- Switches between English and Spanish based on how the caller speaks
- Books straight into your live calendar and sends the confirmation text
- Writes a summary to the client record, and escalates anything it should not handle
Incoming call — 9:12 PM
Hi, are you still accepting new clients for this year's taxes?
Of course. I can book you a free 30 minute consultation. Does Thursday at 10:30 in the morning work for you?
Yes, perfect.
Done — I just sent you the confirmation by text message with the list of documents to bring.
Appointment created · contact record updated · preparer notified
Client document portal
Stop chasing documents by hand
Each client gets a checklist built for their return. They upload from their phone, the files land on their record, and the reminders go out without you writing them.
- A required-document checklist per return type, no upload box chaos
- Automatic reminders for whatever is still missing, by text and email
- Phone-camera uploads, so clients never need a scanner
- One place to look when you need to know why a return is stalled
J. Ellis — 2025 Form 1040
3 of 5 receivedPhoto ID
UploadedForm W-2
UploadedPrior-year return
UploadedForm 1095-A
Reminder sentBank routing details
WaitingGetting started
Live before your next client walks in
We do the setup. You review it, we adjust it, and you start taking calls on it.
STEP 01
Demo & scope
Twenty minutes on how your office actually runs today — your services, your languages, your busy-season bottlenecks.
STEP 02
We configure it
We build your number, portal, pipeline, calendar, templates and automations to match your practice.
STEP 03
Review & train
You walk the finished setup with us, we adjust what you want changed, and we train your staff on it.
STEP 04
Go live
Your line goes on, the receptionist starts answering, and your clients begin uploading.
Who we build for
Built for tax first — and for the offices around it next
We build one industry at a time and go deep, so the system arrives already speaking your trade rather than as an empty CRM you have to shape yourself.
- Trade-specific configuration, not a generic CRM you have to assemble yourself
- Built and proven on the industry that's live today, before the next one starts
- One underlying platform, fluent in a different trade's language for each one
Tax preparers & EROs Live now
Individual, business, estate and multi-state practices.
Bookkeeping & payroll firms
Recurring client comms, month-end chasing and document intake.
Real estate agents
Speed-to-lead calling, showing bookings and follow-up that never lapses.
Medical & dental practices
Bilingual reception, scheduling and intake forms without added front-desk cost.
Freight & trucking brokers
Dispatch-hours coverage and carrier follow-up. In development.
Plans
Priced per office — never per seat
Bring your whole team in without watching the bill climb. We'll walk you through current pricing on your demo call and confirm it in writing before anything starts.
Solo Preparer
One preparer, seasonal volume
Talk to usConfirmed in writing before you commit
- Dedicated business line & unified inbox
- Website, lead capture & booking calendar
- Client document upload & reminders
- Unlimited e-signatures
Growing Firm
A team, year-round work
Talk to usConfirmed in writing before you commit
- Everything in Solo Preparer
- Bilingual AI receptionist on your line
- Branded client portal with status visibility
- Invoicing, payments & review requests
- Unlimited staff seats
Multi-Office
Several locations or brands
Talk to usConfirmed in writing before you commit
- Everything in Growing Firm
- A separate workspace per location
- Cross-office reporting & capacity view
- Custom builds where the platform stops
Questions
Before you book
No — it covers the calls your team cannot take. It answers when everyone is with a client, after you close, at weekends, and through the deadline weeks. Anything it should not handle gets escalated to a person with the full call summary attached.
No. You can take a new local number for the practice, or port your existing number across. Either way, calls and texts route into the same inbox, and your personal phone stops being your business line.
No. Plans are priced per office, and seats are unlimited. Adding a seasonal preparer in February should not change your bill, so you never have to ration logins during the exact weeks you need them most.
Your subscription covers the platform. Telephony and AI usage run on your own billing profile with your own card on file, so the costs are transparently yours and tied to your own volume — never pooled with another firm's. We walk you through exactly how this is set up before you go live.
Days rather than months. Because we start from a configuration already built for tax practices, most of the work is tailoring it to your services, hours and languages rather than building from an empty account.
We build it. Our team does full-stack engineering as well as platform configuration, so when an off-the-shelf tool runs out of road — a custom client portal, a bespoke integration — we develop it and connect it to the rest of your setup.
See it running on your own practice
Twenty minutes, no slide deck. We'll show you the receptionist answering, a client uploading documents, and a return moving through the board — then tell you what it costs.
Prefer to write first? Send us a message