AI introduces itself, explains what you need, answers common objections. Calls go out to hundreds of clients automatically.
Different checklists for 1040, S-corp, partnership, LLC. Routes calls based on return type selected at signup.
Call ends with personalized link texted to client. Uploads go straight to your file manager.
Every call recorded, transcribed, noted. Everything searchable for compliance.
Register interest
This is not a purchase and there is no card field. It puts your address, this product, and whatever you write below in front of a person, and you get a written answer about what finishing it, or handing it over for you to run yourself, would actually take.