What it handles for tax offices
Books tax appointments
Fills your calendar and texts each client a list of what to bring.
Answers the same questions all season
Prices, hours, required documents, and whether you do business returns.
Takes return status messages
“Is my return done?” becomes a message with the client’s name and number, sent to you.
Calls last year’s clients
Outbound campaigns on the Big Talk plan remind returning clients to book.
Our pick for tax offices
Real Talk, $199 a month
Answers, books appointments, and texts back.
Tax season is appointment season, and Real Talk puts every return on your calendar while your team works. Includes 450 minutes of Talk Time a month.
Questions from tax offices
Can it handle tax season volume?
Yes. It answers many calls at once, so nobody gets a busy signal in April.
Will it ask for Social Security numbers?
No. It takes names, phone numbers, and appointment details. Sensitive tax information stays with your team.
Can it tell clients their refund status?
No. It takes the question and texts it to you, or points callers to the IRS Where’s My Refund tool.
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