AI Employee: Your 24/7 Assistant for Tax Preparation Firms
Imagine having an assistant who never takes a break, always answers calls, and keeps your clients engaged—day or night. With over 60 voice options, ranging from American to British and even Swedish accents, the AI Employee provides your tax preparation business with a professional, responsive touch.
Want to hear how it works? Click Play below to listen to a real conversation with Maria, your 24/7 AI assistant, handling a call & booking an appointment just like a pro!
Call AI Maria and Test Her for Yourself at
1-213-668-6661
AI Maria Booking an Appointment for MFJ
AI Maria Booking an Appointment for LLC Tax Prep
Test AI Maria for Yourself. Ask her typical or advanced tax prep questions.
1-213-668-6661
Here Are 6 Reasons Your
Tax Preparation Firm Needs an AI Employee
24/7 Availability: Be there for your clients anytime they need assistance, even during peak tax season.
Focus On Your Expertise: Let AI handle routine inquiries so you can concentrate on complex tax matters.
Never Miss a Client: Ensure every call is answered promptly, enhancing client satisfaction and retention.
Voice AI: Never Miss a Call Again
As a tax professional, timely communication is crucial. With Voice AI, every client call is answered—whether you're with another client or it's after hours.
If you're occupied and can't answer the phone within 10 seconds, Voice AI steps in, acting as an AI secretary who speaks to the client in a clear, professional voice, updating your contacts, and even initiating follow-up emails automatically.
Voice AI can also book appointments or provide essential information, ensuring no opportunity slips through the cracks.
With a choice of male or female voices and a range of accents, you can select the perfect voice that best fits your brand.
Increase Google Local Maps Rankings with AI
Need to increase local rankings on google maps?
Reviews AI: Automate Customer Engagement
Managing your reviews can be time-consuming but is critical for maintaining a positive online presence. Reviews AI makes this effortless by automatically responding to reviews—demonstrating to clients and search engines that your firm is attentive and engaged. This responsiveness helps build trust, boost your Google Maps rankings, and improve client loyalty.
The Reviews AI assistant will help your tax prep company rank high in Google Maps when someone searches for "tax prep company near me".
Works for Google Business Profile (GBP), Facebook, Instagram, Linkedin, X, TikTok, Pinterest, Youtube
For feeds, reels, stories, & shorts
Content AI: Custom Content, Instantly
Struggling with content creation for tax prep? Content AI is here to help make boring posts into engaging posts. Whether you need website copy, blog posts, or social media content, simply tell your AI assistant what you need, and it’ll generate custom copy and images that match your brand’s style and tone.
Save hours of writing and focus more on what you do best—providing exceptional tax services.
Save Hours of Writing
Original Copy in Seconds
Match Your Style of Writing
Conversation AI: Engage Your Customers Across Platforms
Conversation AI enables you to create smart chatbots for Live Chat, SMS, Facebook, Instagram, and WhatsApp. These chatbots engage clients instantly, answer common questions, and even book appointments without human intervention. Your clients receive immediate responses, allowing you to focus on delivering great service.
This image is of our AI conversating via live chat and sending a link to our calendar. It will always try to book an appointment.
Create Tax prep Funnels/Landing pages in Seconds
Funnel AI: Convert Leads Into Clients
Tax preparation firms often use landing pages or marketing funnels to attract new clients, and Funnel AI takes it to the next level by managing the entire funnel process. From capturing lead information to automating follow-ups, Funnel AI helps turn interested visitors into booked appointments. By sending personalized messages, follow-up reminders, and tailored offers, Funnel AI ensures your leads are nurtured through every step, converting them into paying clients effortlessly.
Also, the Funnel AI will create relevant images and content. Here is an example of a generic tax prep website. Notice that the Call-to-Action “Start Your Stress-Free Filing Now” buttons are relevant.
marketing automation with workflow AI
Workflow Assistant AI:
Streamline Automation Workflows
Tax preparation involves a significant number of repetitive tasks and workflows, and staying organized can be time-consuming. Workflow AI helps you automate and streamline these processes.
It can automate data collection, repetitive follow-ups, and reminders, ensuring tasks are completed accurately and on time. Spend less time on routine administrative work and more time delivering quality tax services to your clients.
Why Choose the AI Employee?
24/7 Coverage
Never miss a call or message, even after business hours. You will get a transcription of the conversation to your email.
Professional Voice Options
Choose from over
60 AI voices, including American, Australian, British, and more. Select the voice that best matches your brand personality.
Lead Conversion
Whether it’s during business hours or after, Voice AI can answer calls, collect essential information, and even work to close deals—turning potential leads into customers.
Save Time and Money
No need to hire an employee to answer phones or respond to inquiries. The AI Employee handles these tasks at a fraction of the cost.
YOUR AI EMPLOYEE COMES WITH THESE TOOLS
Enhance Every Tool with Your AI Employee
Enhance Every Tool with Your AI Employee The AI Employee doesn’t just stand alone—it seamlessly integrates with the CRM, calendars, social planners, reputation management, funnels, landing pages, and marketing automation tools.
From managing your sales pipeline to automating customer follow-ups, the AI Employee works alongside these modules to ensure every aspect of your business runs smoothly, efficiently, and with a personal touch.
Opportunities & Sales
Maximize Your Sales Potential with Our Advanced Opportunities and Sales Pipelines
Marketing Automation
Streamline Your Marketing with Powerful Automation. Automate your marketing processes
Funnels & Landing Pages
Build High-Converting Funnels to Drive Business Growth. Turn Visitors into Customers with Strategic Funnels
Reputation Management
Enhance Your Online Presence with Google Reviews. Boost Your Business with Positive Customer Feedback
Contacts CRM
Manage and Grow Your Customer Relationships with Ease. Centralize Your Customer Data and Streamline Your Sales Process
Docs & Contracts
Simplify Business w/ Digital Documents & Contracts. Effortlessly Manage Proposals, Estimates, and Contracts. Create, manage, and sign important docs digitally
Calendars & Appointments
Streamline Your Scheduling with Smart Calendars & Appointments. Effortlessly Manage Your Time and Book More Appointments
Social Planner
Plan, Schedule, and Optimize Your Social Media Content. Elevate Your Social Media Strategy with Seamless Planning and Automation
Get Started Today
Our pricing is transparent: Your AI Employee is $497/month, with minimal usage-based costs for services like SMS, calls, and advanced AI features. Learn More.