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
Coming soon to Big Talk: outbound campaigns that 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 up to 10 calls at once, so a busy April morning doesn’t mean busy signals.
Will it ask for Social Security numbers?
Not unless you add a Social Security number question to your call intake. Otherwise it takes names, phone numbers, and appointment details, and 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.
Want the long version? Read why an AI receptionist pays off for tax preparers: the calls you get, the math, and how to set it up.
Ways it answers for tax offices
Free tools for tax offices
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