Simple Setup

How Voice.Tax Works

From setup to live calls in under an hour

Average setup time: 25 minutes

Connect Your Tax Office

Choose your pricing plan
Set your business hours and timezone
Define services offered (tax prep, bookkeeping, IRS resolution)
Add team members if needed

5 minutes

Customize Your AI Receptionist

Configure your greeting, voice personality, and how calls should be handled.

Set custom greeting with your firm name
Choose voice personality and language
Configure appointment types and duration
Set up call routing and escalation rules

15 minutes

Connect Your Phone Number

Forward your existing number or get a new one. Calls start flowing immediately.

Forward your existing business line
Or get a new Voice.tax number instantly
Test the system with a demo call
Go live when ready

5 minutes

Review Calls & Optimize

View transcripts, track leads, and refine your scripts based on real conversations.

Read call transcripts and summaries
Track lead capture and conversion
Adjust prompts and responses
Monitor performance analytics

Ongoing

Sample Call Flow

What Callers Experience

A natural, professional conversation that captures leads and books appointments

AI Agent

Good morning! Thank you for calling Anderson Tax Services. How can I help you today?

Caller

Hi, I need help with a CP503 notice I got from the IRS.

AI Agent

I understand. A CP503 is a second notice about unpaid taxes. I'd like to get you scheduled with one of our tax resolution specialists. May I have your name?

Caller

Sure, it's John Martinez.

AI Agent

Thank you, John. I can schedule you for tomorrow at 2 PM or Wednesday at 10 AM. Which works better for you?

Caller

Tomorrow at 2 works great.

AI Agent

Perfect! I've scheduled you for tomorrow at 2 PM. You'll receive a confirmation text shortly. Is there anything else I can help you with today?

Lead captured • Appointment scheduled • Transcript generated

Get Started in Minutes

Set up your AI receptionist today and never miss another client call.