Busy season is when new clients call. It is also when you cannot pick up.
For fourteen weeks the phone is buried under existing clients asking about documents. We answer all of it, book the consultations, and make sure the new-client call does not go to the firm down the road.
- Live in 7 days
- Month-to-month
- Limited spots per area
Three things every firm operator deals with.
Answer rate and conversion in financial services
The second-lowest conversion of nine industries measured. The calls arrive; the follow-through does not.
When you are least reachable and most in demand
January to April 15, plus the September and October extension deadlines. The seasonal front desk is a temp or your spouse, and the new-client enquiry is competing with three hundred document questions.
The average fee on a 1040 with schedules
And this is an annually recurring relationship, not a transaction. Losing one new client in February is not a $280 problem.
What we set up for Accountants, tax preparers & financial advisors.
Busy-season overflow answering
Every call answered, existing-client document questions handled without a preparer, and new-client enquiries flagged straight to you.
Consultation booking with prep built in
Books into the calendar and collects what you need before the meeting, so the meeting is worth taking.
Document chasing that is not you
The W-2 that never arrived, the missing 1099, the signature on the e-file authorisation. Sequenced and polite, running the whole season.
Review requests after the return is filed
The moment of maximum relief. Every client, no filtering.
Year-round contact that is not silence
Quarterly estimates, extension deadlines, year-end planning. The firms that only speak to clients in March are the ones that lose them in April.
Referral campaigns to your existing book
Your clients already know people who need a preparer. Almost nobody ever asks them.
A guardrail we put in writing. The AI schedules, qualifies and collects documents. It does not discuss products, performance, returns, or anything resembling a recommendation, and every interaction is retained. If you are a registered firm, FINRA treats AI output as a firm communication subject to review and recordkeeping — so we archive it all and design the boundaries with you before it answers a single call.
What firm operators usually stop paying for.
- Answering service
- Appointment scheduler
- Season overflow staff
- Review platform
- Client email marketing
$397 a month on Growth.
Two new 1040 clients cover the year. A seasonal front-desk temp is $2,800 a month for four months and knows nothing in January.
- Everything in Launch
- AI across SMS, web chat, Facebook, Instagram and WhatsApp
- Email and SMS campaigns
- Database reactivation campaigns
- Review AI — asks, monitors, and drafts replies
- Pipelines, forms, invoicing and payments
One-time setup fee of $497–$1,500. Quoted before you pay anything. It covers training the AI on your business, connecting your number and calendar, carrier registration for texting, and training your staff.
Hear what your firm phone sounds like at 8 PM.
We call your business when nobody is there and record what happens. Then you hear the same call handled properly. Fifteen minutes, and the recording is yours either way.
Built in America, for American businesses.