Tax Preparation

April 15th doesn't move. Your support capacity shouldn't be the bottleneck.

AI agents and multilingual specialists that handle intake scheduling, document status checks, and filing questions in 65+ languages — scaling instantly for tax season surges.

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What happens when a customer reaches out

Real scenarios, resolved by AI agents in real time.

Phone

"I need to schedule my tax appointment"

Appointment booking drives 40% of inbound calls

  1. Client calls in Spanish requesting a tax prep appointment
  2. AI checks preparer availability and matches complexity to expertise
  3. Books appointment and sends confirmation with document checklist
  4. Pre-populates intake form with information from prior year filing
Handled without escalation appointment booked
Web Chat

"Did you get all my documents? My return was supposed to be done"

Status anxiety spikes mid-season

  1. Client opens chat asking about their return preparation status
  2. AI checks document portal and identifies all items received
  3. Confirms return is in queue with estimated completion date
  4. Sends priority notification to preparer if deadline is approaching
Resolved automatically status confirmed
SMS

"Where's my refund?"

Post-filing top question

  1. Client texts in Mandarin asking about their refund status
  2. AI confirms filing was accepted and pulls IRS refund tracker info
  3. Provides current refund stage and estimated deposit date
  4. Offers to set up automatic refund status notifications
Instant resolution refund status provided
Email

"I got a letter from the state about my return"

Post-filing state notice — needs quick triage

  1. Client emails in Korean about a state tax notice received
  2. AI identifies notice type and determines if amendment is needed
  3. Explains next steps and collects images of the notice
  4. Flags case for tax preparer review with full documentation attached
Triaged and documented case flagged for review

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

Tax Prep-Trained Specialists

  • Familiar with individual and small business filing requirements across all 50 states
  • Proficient with tax software: TurboTax Pro, UltraTax, ProSeries, Lacerte
  • Trained to handle seasonal volume surges with consistent quality and wait times

Data Security & Compliance

  • IRS e-file provider requirements and EFIN compliance
  • Safeguarding taxpayer information per IRS Publication 4557
  • State-level preparer registration and continuing education tracking
  • FTC Safeguards Rule compliance for customer financial data

See how AI handles your busiest weeks without adding headcount

We'll demonstrate appointment scheduling, document tracking, and refund status flows with your systems.

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