Never miss a call again. Your AI receptionist answers every call professionally, day or night, even during peak tax season.
Automatically book appointments based on your calendar availability. Integrates with Google Calendar, Outlook, and more.
Gather essential client information and qualify leads before they reach your team. Know exactly who's calling and why.
Every conversation is automatically transcribed with speaker identification and AI-generated summaries for quick review.
AI trained to recognize and prioritize urgent IRS notices (CP14, CP503, CP504) and route them appropriately.
Serve clients in Spanish, Mandarin, and other languages with natural-sounding AI voices and accurate translation.
Our AI understands tax terminology, captures essential client information, and handles tax-specific scenarios with expertise.
Handles questions about W-2s, 1099s, prior returns, and other tax documents with accuracy.
Recognizes urgent IRS notices and routes them to the right person on your team.
Collects name, entity type, tax needs, and contact information before handoff to your team.
Suggests appointment types based on client needs and books according to your availability.
Connect Voice.tax with the tools you already use, or use our standalone dashboard.
Integration available
Integration available
Integration available
Integration available
Integration available
Integration available