AI AgentAI agent for accountants and tax offices in Miami
Miami · Fort Lauderdale
From January to April a tax office gets more calls than it can answer, and almost all ask the same thing: what papers to bring, what preparing the return costs and whether there is an appointment this week. The agent answers those questions with your information, takes each client’s name, phone and what they need, and books the appointment on your calendar. It never gives tax advice.
Tax season, without losing clients
The client who calls in March and cannot reach anyone does not wait: they call the next office. The agent answers every call at once, day and night, and you arrive in the morning with a full calendar and the intake done.
What it answers
- Which documents to bring, from what you load: W-2, 1099, receipts, self-employed.
- Your prices and services: personal return, business return, monthly bookkeeping, ITIN.
- Hours, address and whether you serve in Spanish, English or both.
What we do
The AI agent
It is what we do first and what we do best. It answers your website chat and your business phone with a real voice, in English and Spanish, around the clock: it answers what they ask, quotes your prices, takes the person’s details and books the appointment in the calendar. And you see all of it in your dashboard.
- Website chat and phone with a real voice, 24/7
- Spanish and English, depending on who writes or calls
- Books the appointment in your team’s calendar
- Your dashboard: every conversation, every call with its recording and summary, your clients, your schedule and your locations
Business systems
Online store, catalog, orders, inventory, a client portal with its own login and an admin dashboard. Built and delivered for real: the system behind ADB Automotive, with 812 products loaded, and the one behind Essence Glow Spa.
Websites
Designed and built by us, with the agent already inside. If you already have one, the agent plugs into yours. Work delivered: ADB Automotive, Essence Glow Spa and Novael Health.
WhatsApp automation
The same agent, answering on your business WhatsApp as well: it replies to the usual questions, takes details and books, with nobody on your team watching the phone. It is set up in your business as one more channel for the agent.
Frequently asked questions
Does it give tax advice?
No, never. It handles the administrative side and books. Any tax question gets noted for your team to answer.
Does it help outside tax season?
Yes: bookkeeping, payroll, extensions and IRS letters come in all year, and the agent keeps answering and booking.
Can I try it first?
Yes: call (863) 270-9744 and talk to our own agent. It is the same one we install, running. Free, at any hour and with no forms.
Want it in your business?
Tell us about your business in writing and we send you a real quote the same day: what it costs to set it up and what it costs per month. No lock-in contract.