Industry Solution
AI for Tax Consultants
Professional client service around the clock. Your AI assistant coordinates appointments and answers standard questions.
Benefits for Your Firm
- 24/7 availability for clients
- Automatic appointment scheduling
- Reminders for deadlines and appointments
- Coordinate document uploads
- Qualify initial consultation requests
- Relief for the office team
How It Works
Client calls or uses the client portal
AI captures concerns and required documents
Consultation appointment is automatically coordinated