Transform satisfied tax clients into consistent referral sources. Our AI voice agents handle the ask at exactly the right moment, so your team doesn't have to.
Intelligent Timing Calls placed within hours of successful tax filing, when clients are most satisfied and likely to refer.
Natural Voice Conversations AI agents that sound human, ask for referrals authentically, and capture detailed information.
Compliance Built In TCPA consent tracking, opt-out handling, and audit-ready call logs.
CRM Sync Captured referrals automatically feed into your system. No manual data entry.
24/7 Operation Campaigns run nights and weekends, capturing referrals while your team focuses on client work.
Secure & Private HIPAA-ready infrastructure. Client data never leaves your account.
Are there setup fees or contracts?
No. We charge only your monthly subscription. Month-to-month billing, cancel anytime. No minimums, no surprises.
Can we white-label this for our clients?
Yes. Enterprise plans include full white-label branding, custom voice templates, and your firm's branding on all client communications.
How do you handle client privacy and compliance?
We maintain TCPA consent logs, honor opt-out requests immediately, and store all data encrypted and on-demand. Full audit trail available in your dashboard.
What if we need custom integrations?
Enterprise customers get dedicated developer support. We integrate with Salesforce, HubSpot, Microsoft Dynamics, and any REST API your firm uses.
How do you measure referral quality?
Our dashboard tracks calls completed, referrals captured, follow-up acceptance rate, and lifetime referral value. You see exactly which campaigns drive revenue.