Accounting

Tax season doesn't care about your staffing plan.

AI agents and multilingual specialists that handle client onboarding, document collection, and deadline-driven inquiries in 65+ languages — so your firm scales without burning out.

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What happens when a customer reaches out

Real scenarios, resolved by AI agents in real time.

Phone

"I need to send my tax documents but I don't know which ones"

Document confusion peaks in Q1

  1. Client calls in Mandarin unsure which forms to provide
  2. AI identifies their entity type and pulls relevant document checklist
  3. Walks client through each required document in plain language
  4. Sends personalized upload link to secure client portal
Handled without escalation documents collected
Email

"When is my extension deadline?"

Deadline anxiety drives call volume

  1. Client emails asking about their specific filing extension date
  2. AI retrieves client profile and identifies entity type and fiscal year
  3. Provides exact deadline with countdown and next steps
  4. Attaches pre-filled extension form for review and signature
Resolved automatically deadline confirmed
Web Chat

"I got an IRS notice and I'm panicking"

High-stress, needs immediate reassurance

  1. Client starts chat in Spanish about a CP2000 notice
  2. AI identifies notice type and explains what it means in plain terms
  3. Collects relevant details and flags case for CPA review
  4. Schedules callback with a specialist within the same business day
Client calmed and triaged case escalated properly
SMS

"Can I deduct my home office expenses?"

Common advisory question during filing season

  1. Client texts in Korean about home office deduction eligibility
  2. AI asks targeted questions about workspace use and employment type
  3. Provides general guidance on IRS home office requirements
  4. Recommends scheduling a consultation for personalized tax planning
Guidance provided consultation booked

Your global support team

AI handles volume. These are the people behind the hard stuff.

65+ Languages

  • Native-speaking agents in English, Spanish, Mandarin, and 60+ more
  • Real-time AI translation for rare language pairs
  • Cultural context training for every market we serve

Follow-the-Sun Coverage

  • Operations in Philippines, Colombia, Pakistan, and 6 more countries
  • Seamless handoff between time zones with shared context
  • Holiday and weekend coverage without overtime costs

Accounting-Trained Specialists

  • Familiar with tax filing workflows, quarterly estimate schedules, and IRS notice types
  • Proficient in practice management tools: CCH Axcess, Lacerte, Drake, QuickBooks
  • Trained to handle seasonal volume surges without compromising response quality

Data Security & Compliance

  • IRS Circular 230 awareness for client communication boundaries
  • SOC 2 Type II compliant data handling and storage
  • Secure document exchange with encryption at rest and in transit
  • WISP (Written Information Security Plan) aligned procedures

See how AI handles your busiest season's call volume

We'll show you document collection, deadline management, and client triage with your firm's workflows.

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