Actually does the work.
It answers the phone, replies to texts, emails and website chat, books appointments and sends reminders. Your preparers stop being interrupted between returns.
For owners and operations leads of tax firms · 3 to 30 people
Your front‑desk coworkerfor tax season.
From January to April, the phone decides your week. We take the front desk off your team for the whole season: every call, text and web inquiry answered, the right clients booked with the right person, and your preparers left to prepare.
Two pilot firms for the 2027 season · Agreements by December 5
- Answered 14 calls and textsAppointments, what to bring, refund status
- Booked 5 returning clientsEach one received a personal document checklist
- Replied to 3 new inquiries in under 2 minutesTwo fit your firm and are booked for Thursday
- Passed 1 IRS notice question to MariaWith a short summary and the client’s file
- Politely declined 1 requestA service your firm does not offer, with a referral
Illustrative example. No live customer data.
Sound like your season?
Here is what changes.
Most tax firms run the front desk with whoever is free. It works until January. These are the problems we take off your plate, and what replaces them.
Your preparers stop mid-return to answer the phone.
Every call, text, email and web chat is answered without them. Only tax questions, upset clients and unusual cases reach a named person, with a summary.
Calls go to voicemail, and most callers never leave one.
No voicemail. New inquiries get a reply within minutes, a few qualifying questions and a booking if they fit your firm.
January is slow, then March is a crush.
Last year’s clients get a personal checklist and a booking link before the season, so January fills early.
Clients arrive with half their documents.
Reminders run until each file is complete, before the appointment. Your team stops chasing.
Every January you hire and train a seasonal receptionist.
Nobody to hire or train. The front desk is set up and tested in December and costs less than a seasonal hire.
You don’t know how many calls you missed.
A one-page report every month and a May review against last season, like for like.
Good clients disappear until next year.
Happy clients are asked for a review after filing, and business owners are invited to a May planning call about year-round work.
What stays the same: your phone numbers, your practice software, your team’s workflow and your rules. You approve every script before launch.
Not another tool to learn.
A coworker on the front desk.
You don’t need another app your team has to learn in January. You need the front desk handled, by something that works the way your firm works.
Knows your firm.
Your services, fees, specialists, hours and what each client needs to bring. New inquiries get a few qualifying questions and are booked only if they fit the firm.
Plays by your rules.
You approve every script and message before launch. Tax questions, upset clients and anything unusual go to a named person on your team, with a summary.
One front desk.
Every client contact in one place.
The front desk is the core. Three modules run through it, so calls, messages, bookings, reminders and reviews all go through one place.
AI Front Desk
CoreAnswers every call, text, email and website chat, day and night: appointments, what to bring, return status, where to check a refund, messages for the team. New inquiries get a reply within minutes, a few qualifying questions and a booking only if they fit the firm.
No missed calls, no staff on phone duty, and only the new clients you want.
Client Return Campaign
IncludedBefore the season, every client from last year gets a personal document checklist and a booking link, then reminders until the file is complete.
January fills early and clients arrive ready, instead of a March crush.
Review Requests
IncludedAfter a return is filed, the client is asked for a Google or Yelp review.
More reviews in the months clients are most grateful, which brings next year’s demand.
Season-to-Subscription
OptionalAfter filing, business owners and self-employed clients are invited to a May planning call about year-round service.
A list of clients interested in recurring work, ready after April 15.
Every contact goes
somewhere useful.
Calls, texts, email and web chat reach one front desk. Each one ends in a clear next step, and nothing ends in voicemail.
- Phone calls
- Texts
- Website chat and forms
AI Front DeskAnswers in seconds, day and night. Knows your services, fees, specialists and what each client needs to bring.
- AnsweredHours, what to bring, return status, refunds
- BookedWith the right person, if the client fits your firm
- Handed to your teamTax questions and anything unusual, with a summary
- Politely declinedServices you don’t offer, with a referral
Nothing gets replaced.
Your team just stops being interrupted.
The front desk sits between your clients and your team. Preparers keep their workflow.
- Fully managed. We set up the phone lines, messaging, website chat and booking, and we run them. Nothing for your team to learn.
- Your numbers stay yours. Calls reach the front desk by forwarding from your existing numbers. Nothing is ported during the season.
- Your software stays. It works alongside Canopy, TaxDome or whatever your firm uses today.
- Live before the season. Everything is tested in December. During the season: fixes only, no new changes.
Measured against
your last season.
Before launch we rebuild last season’s numbers from your systems, then track the same numbers this season, so the comparison is like for like. Every month you receive a one-page report; in May, a full season review.
| Metric | Why it matters |
|---|---|
| Calls and messages answered, and missed | No client goes unanswered in peak weeks |
| Contacts handled without your staff | Hours returned to preparers |
| Response time to new inquiries | New clients are not lost to the next firm |
| Last season’s clients booked by January 31 | The season starts early instead of peaking late |
| Clients arriving with complete documents | Less chasing, fewer stalled files |
| Reviews collected | Demand for next season |
Live before
the first busy week.
Everything that touches clients is tested in December. During the season your team works on a setup that does not change.
- By Dec 5
Agreement
Signing starts business texting registration, which carriers can take weeks to approve.
- December
Setup and tests
Scripts, booking, forwarding and last season’s baseline. About two hours of the owner’s time.
- Go-live check
You confirm it works
Nothing reaches clients until you have tested it yourself.
- Jan – Apr
Tax season
The front desk runs; monthly one-page report.
- May
Season review
This season compared with last, like for like.
Priced below a seasonal hire.
Paid month by month.
A seasonal front-desk hire costs $3,000 a month or more, plus the time your team spends finding and training them in January.
Setup
$2,000once
Phone lines, messaging, scripts, booking and testing. Half on signing, half when you confirm the front desk works.
Tax season
$1,200a month · January to April
The full front desk, Client Return Campaign, Review Requests, monitoring and fixes.
Off-season
$450a month · May to December
Calls, inquiries and bookings, Review Requests and Season-to-Subscription.
Phone, text and AI usage are included up to a normal volume for your firm’s size; anything above is billed at cost. Cancel with 30 days’ notice.
What we need
from you.
About two hours of the owner’s time in December, and almost none from the team.
Data and security
Client data stays inside your accounts and our secured infrastructure. We sign a data processing agreement and work within your firm’s written information security plan (WISP). Callers are told when a call is recorded. No client data is used to train AI models.
- Call forwarding from your main numbers, set up together with you
- Last season’s client list, exported from your tax or practice software
- Read access to your booking calendar and practice software for the season numbers
- Sending rights on your domain, so messages come from your firm’s address
- Business texting registration (A2P 10DLC), started on the day we sign
- One person who approves scripts and messages, and one who takes escalated calls
Before the season.
Will it answer tax questions?
No. It handles appointments, documents, status and messages. Tax questions go to a named person on your team, with a short summary, so professional advice stays with your firm.
Do we have to change our phone number?
No. Calls reach the front desk by forwarding from your existing numbers, and nothing is ported during the season.
Does it replace Canopy or TaxDome?
No. Your practice software stays. The front desk sits between your clients and your team and works alongside the tools you already use.
What happens when a caller is upset or the situation is unusual?
A person takes over. The call or message goes to the team member you name, with a summary of what the client needs.
Where does client data go?
Client data stays inside your accounts and our secured infrastructure. We sign a data processing agreement and work within your firm’s written information security plan (WISP). Callers are told when a call is recorded. No client data is used to train AI models.
What does usage cost beyond the monthly price?
Phone, text and AI usage are included up to a normal volume for your firm’s size; anything above is billed at cost. You can cancel with 30 days’ notice.
Can you guarantee more clients?
No. We commit to measuring the result against last season: contacts answered, response time, returning clients booked early and complete documents.
Two pilot firms
for the 2027 season.
The first step is a 30-minute call to look at how your phones and bookings worked last season. To be live and tested before the season, agreements need to be signed by December 5.
Book a 30-minute walkthroughYaro Korets · korets.net · growthcontrol.app
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