Designed for Tax Professionals

Made for Modern
Tax & Accounting Practices

Voice.tax adapts to your practice, whether you're a solo practitioner or a growing firm

CPAs & Accounting Firms

Full-service accounting practices handling tax prep, audits, and advisory services

The Challenge:

Overwhelmed staff during tax season, missed client calls, inefficient lead capture

How Voice.tax Helps:

  • Answer overflow calls during January-April
  • Qualify new clients before staff follow-up
  • Capture appointment requests 24/7
  • Reduce front-desk workload by 50%
"We stopped missing leads during tax season. Voice.tax handles overflow calls when we're swamped."

— Sarah Chen, CPA

50%

Time Saved

94%

Lead Capture

Enrolled Agents & IRS Resolution

Tax professionals specializing in IRS representation and tax debt resolution

The Challenge:

Urgent IRS notice calls after hours, complex triage needs, high-value lead qualification

How Voice.tax Helps:

  • Recognize urgent IRS notices (CP14, CP503, CP504)
  • Prioritize high-value cases automatically
  • Capture taxpayer information securely
  • Route emergencies to on-call staff
"The IRS notice triage feature alone pays for itself. No more lost emergency calls."

— Marcus Rodriguez, EA

50%

Time Saved

94%

Lead Capture

Bookkeepers & Payroll Providers

Monthly bookkeeping, payroll processing, and financial reporting services

The Challenge:

Repetitive client questions, appointment scheduling overhead, seasonal capacity issues

How Voice.tax Helps:

  • Answer common bookkeeping questions
  • Schedule monthly check-ins automatically
  • Pre-qualify payroll service inquiries
  • Handle after-hours client requests
"Our clients love the 24/7 availability. They can schedule anytime without waiting for callbacks."

— Jennifer Park, Owner

50%

Time Saved

94%

Lead Capture

Seasonal Tax Prep Offices

High-volume tax prep practices operating primarily January through April

The Challenge:

Extreme seasonal staffing challenges, high call volume, need for scalable solutions

How Voice.tax Helps:

  • Scale up/down with seasonal demand
  • Handle hundreds of appointment requests
  • Capture walk-in overflow information
  • Maintain service quality without hiring temps
"We can finally handle our January rush without hiring seasonal receptionists."

— David Thompson, Owner

50%

Time Saved

94%

Lead Capture

Ready to Join Tax Pros Using Voice.tax?

Choose your plan and start capturing every opportunity.