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Tax preparersGoal: Appointment booked

The AI receptionist that books tax appointments while you're buried in returns.

From January to April the phone never stops: do you have openings, what should I bring, can I drop off. Avoonta answers every call, books the right appointment, and never asks for tax details.

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Tax Preparation · 113 of 200 industries

  • Handles the January-April rush
  • Books appointments and drop-offs
  • Never takes SSNs or tax data
The problem

Why tax preparation leads go cold.

In tax season, the office that answers the phone gets the client.

Tax offices go from quiet to overwhelmed in a week. Preparers are working through returns, and every call is a new client wanting an appointment or a returning client asking what to bring.

Voicemail fills up, people book with a chain office, and returning clients from last year drift away because nobody called to set their appointment.

What Avoonta does for tax preparation

Four jobs, done on every call.

Answers the tax season rush

Inbound

Your AI agent picks up 24/7, answers what to bring and how your process works, and books on your Google, Outlook, HighLevel or Cal.com calendar.

Books the right appointment type

Outbound + inbound

Individual or business return, in-office, virtual or document drop-off, so each preparer's day is set up properly.

Calls last year's clients

Outbound

With consent, it calls returning clients who haven't booked yet and gets them on the calendar before the rush.

Routes notices to a preparer

Live transfer

Callers with an IRS or state letter get transferred to a preparer or booked for a review, never advised by the AI.

What's in the snapshot

Tax Preparation: 5 AI agents, ready in one click.

One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.

  • 60minTax preparation appointment, booked live
  • 4ready texts
  • 6FAQ answers for the receptionist
  • 1click installs all five
  1. New leads

    New client caller

    Calls new tax prep inquiries within seconds and books the right appointment type.

    Hi first name, this is an AI assistant calling for business about your tax appointment request.

    Asks first Individual or business return?

    • Appointment booked
    • Call back later
    • Not a fit

    Hands off to: a person (Preparer on duty)

  2. Follow-up

    Inquiry follow-up

    Retries tax inquiries who didn't answer or didn't book.

    Hi first name, this is an AI assistant for business, following up on your tax appointment request.

    Asks first Still need your return prepared?

    Calls day 0, 1, 3 · text after each missed call

    • Appointment booked
    • Booking link texted
    • Closed out

    Hands off to: a person (Office manager)

  3. Receptionist

    Tax office line

    Answers 24/7 in peak season, books appointments and routes notices to preparers.

    Thanks for calling business. I'm the AI assistant.

    Asks first New or returning client?

    • Appointment booked
    • Message for preparer
    • Transferred

    Hands off to: a person (Preparer on duty)

  4. Reminders

    Appointment confirmer

    Confirms appointments the day before and reminds clients what to bring.

    Hi first name, this is an AI assistant from business confirming your tax appointment tomorrow.

    Asks first Still coming tomorrow?

    Call the day before · text the checklist

    • Confirmed
    • Rescheduled
    • Cancelled
  5. Win-back

    Returning client caller

    Calls last year's clients who haven't booked and sets their appointment.

    Hi first name, this is an AI assistant for business.

    Asks first Same preparer as last year?

    • Appointment booked
    • Not this year
    • Do not call

    Hands off to: a person (Preparer)

Get the full snapshot — start free Agencies: install it for every client
Sample call

A returning client call in February.

A client from last year calls on a Saturday morning. Here's how it goes.

Appointment bookedSelf-employment notedNo tax data collected
Example call
AIThanks for calling Elm Tax Services. I'm the AI assistant, and this call is recorded. I won't ask for any Social Security numbers or tax details. How can I help?
DEBRAI need to book my taxes again. Same as last year with Linda.
AIHappy to. Would you like an in-office appointment with Linda, or a document drop-off?
DEBRAIn office. I started a side business this year, does that matter?
AII'll note it so Linda can plan a longer visit. She has February 18 at 10am or February 20 at 3pm.
DEBRAThe 18th at 10.
Fits your tools · and the math

Works with your CRM, calendar and Zapier.

Avoonta connects by webhook, Zapier, Make or the API, so returning client lists come in and appointments and call notes go out to your practice tools.

Use tax software like Drake, TaxDome or Canopy? Connect it via Zapier or webhooks.

  • Google Calendar
  • Outlook
  • HighLevel
  • Cal.com
  • Webhooks
  • Zapier
  • Make
  • API

What lands in your CRM after each call

  • New or returning
  • Individual or business
  • Appointment type
  • Preparer requested
  • Booked time
  • Recording and transcript
Example

What a season of answered calls could mean.

Calls a month in peak season
300
Talk time per call, roughly
3 min
Minutes used
about 900 of 1,500
Plan
White label, $399/mo

If answering every call during the rush keeps a handful of clients from going to a chain office, their prep fees would cover the plan for the season.

Hypothetical figures. Your call volume, call length and fees will differ; plug in yours.

Limits and compliance

No SSNs, no tax data, no tax advice.

Your agent never asks for or accepts Social Security numbers, income figures, bank details or tax documents by phone, and it says so at the start of the call. It doesn't give tax advice or say what someone can deduct; preparers handle that. Calls to returning clients go only to people who gave consent, between 8am and 8pm, after a do-not-call check, and each starts by saying it's an AI assistant.

  • Never collects SSNs or tax data
  • No tax advice
  • Consent for outbound calls
Tax Preparation FAQ

Straight answers.

Will it ever ask for a Social Security number?

No. It tells callers it won't ask for SSNs or tax details, and documents go through your secure process.

Can it answer tax questions?

No. It can explain your appointment types and what to bring, but tax questions go to a preparer.

Can it book document drop-offs separately?

Yes. Set a short drop-off appointment type and it books those without tying up a preparer.

Can it call last year's clients?

Yes, for clients who agreed to be contacted. Send the list by webhook or Zapier and it books them.

Related industries

Similar agents, other trades.

All 200 industries
AccountantsGoal: Discovery call booked5 agentsPicks up during tax season and books new-client discovery calls. Financial AdvisorsGoal: Intro meeting booked5 agentsCalls prospect inquiries in seconds and books the intro meeting with you. Insurance AgentsGoal: Licensed agent connected5 agentsCalls quote requests in seconds and live-transfers them to a licensed agent.

Your next tax preparation lead gets a call in seconds.

Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.

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