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AI receptionist for tax preparation offices
For tax offices that book a whole season of appointments in six weeks.
The day W-2s land, your storefront phone starts ringing at opening and does not stop until close. Half the callers want an appointment, and many would rather talk in Spanish.
- TactlyEsperanza Tax Service, I'm the virtual assistant and this call may be recorded. Would you prefer to continue in Spanish?
- CallerSí, por favor. Soy Marisol. Quiero hacer mis impuestos esta semana.
- TactlyClaro, Marisol. Tengo citas el miércoles a las 11:00 o el viernes a las 4:00. ¿Cuál prefiere?
- CallerEl viernes. ¿Qué tengo que traer?
- Booked: Tax return appointment, Fri 4:00 pm
- TactlyListo. Traiga su identificación, sus formas W-2 y la declaración del año pasado. Nos vemos el viernes.
- Call summary emailed to the office
Can an AI receptionist work for tax preparation offices?
Tactly is an AI receptionist for tax preparation offices. It answers in English or Spanish, tells callers your hours, walk-in policy and what documents to bring, and books return appointments into open times on your calendar. It does not prepare returns, give tax advice or discuss refund amounts. Every call is emailed to you as a summary in English with the full transcript, and plans start at $49 a month.
The problem
Missed calls are missed work.
A neighborhood tax office earns most of its year between late January and mid April. In those weeks the phone is the front door. A caller who cannot get through does not leave a message, they drive to the next office on the same street and file there.
Many offices serve families who are more comfortable in Spanish, and the bilingual preparer is usually the one already sitting with a client. Tactly greets in English, offers Spanish, and switches when the caller does, so nobody hangs up because the wrong person answered.
Calls it handles
The calls tax preparation offices get every day.
Booking a return
Tactly offers the next open preparer times on your calendar and confirms once the calendar accepts, so seasonal slots fill without a clerk on the phone.
What should I bring?
It reads back your checklist: ID, W-2s, 1099s, last year's return, whatever you wrote. Fewer clients arrive missing a form.
Calls in Spanish
When a caller answers in Spanish, Tactly carries on in Spanish and still sends you the summary in English.
Is my refund ready?
It cannot see filing status or refund amounts. It takes the client's name and question for your staff to follow up on.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for tax preparation offices.
- Turn on English and Spanish so Tactly offers Spanish right after the greeting.
- Write your season hours separately from your off-season hours, and update the notes the week you switch.
- Paste the document checklist you hand clients at the counter, word for word, so callers hear exactly what you want them to bring.
Plans for tax preparation offices
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Can Tactly tell a client how big their refund will be?
No. It does not estimate refunds or give tax advice. It takes the question and the client's details for your preparer.
Do I get summaries in Spanish?
No. Callers can speak English or Spanish, and the summary of every call always arrives in English with the full transcript.
What about calls after April?
Tactly keeps answering year-round. In the off-season it can explain your extension and amendment services, or simply take messages.
Can it handle walk-in questions?
Yes. Write your walk-in policy and busiest times in your notes, and Tactly tells callers whether to come in or book.
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Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.