CPAs and tax preparers drown in January. Allison answers every call, books appointments, captures IRS-notice intake, and routes status questions so your preparers stay billable, not on hold.
From January to April, your office line is buried. Existing clients want appointment slots, new shoppers want quotes, and the IRS-notice intake stacks up behind both.
Your CPAs are billable when they are with clients or on returns, not on the phone with "did you get my W-2 yet" questions. Every minute on intake is a minute off revenue.
A generic answering service does not know an IRS CP2000 notice is urgent or that a balance-due letter has a 30-day clock. The urgent file sits in voicemail next to a routine question.
Every feature below is included on every plan. No add-ons, no feature gates.
Books filing intake meetings, planning sessions, and business client check-ins. Tax season slots filled without your front desk picking up.
Recognizes CP2000, audit notices, balance-due letters, and ID-verify letters. Routes urgent notices to the preparer immediately, not to next morning.
Handles "did you get my 1099" and "is my return filed yet" calls without bothering your preparer. Pulls status from your knowledge base or routes to your processor.
Captures filing type (1040, business, payroll, bookkeeping), prior year preparer, complexity factors (rental, K-1, multi-state), and quotes back the consult fee.
Tell Allison your services, preparers, tax-season hours, and what notices count as urgent. Booking and triage ready in 20 minutes, full season coverage from day one.
Tax season margins live on minutes saved. Watchtower scores every call so you see how much intake time is moving off the preparer desk and onto Allison, week by week.
Appointment booking: "I need to drop off my taxes, when do you have an opening?"
IRS notice: "I got a letter from the IRS saying I owe $3,200, what do I do?"
Document status: "I sent in my K-1s last week, did you get them?"
New client: "I just bought a rental property, can you do my taxes this year?"
Extension: "I am not going to make the April deadline, can you file an extension?"
Your knowledge base is fully customizable from the dashboard.
Call Allison, describe your business, and she'll build your agent. Or sign up and configure it yourself.