Accounting & Tax AI Package

[Calculator] AI for Accounting Firms & Tax Preparers

• Client intake calls
• Document request calls — "We need your W-2 and 1099s"
• Appointment scheduling
• Tax deadline reminders
• Status update calls — "Your return has been filed"
• Secure document portal
• Fax service for IRS/state filings
• Invoice & payment reminders
• 500 minutes/month
• Secure fax included

During tax season, every call matters. AI handles the volume while you prepare returns.