An AI receptionist for tax preparers built for the rush to April 15
An AI receptionist for tax preparers answers every call to your office, which matters most from late January to April 15. It books tax appointments, tells clients what documents to bring, answers questions about hours and prices you choose to share, and takes messages in the caller’s language (89 languages on Studio voices, English and Spanish on Value). It gives no tax advice.
- 14-day free trial
- Keep your number
- Cancel any time
How a call goes
Liberty Square Tax Service
- Receptionist: Thanks for calling Liberty Square Tax Service. I’m the office’s virtual assistant. How can I help you today?
- Caller: I want to come in to do my taxes. I have a W-2 and my daughter is in college.
- Receptionist: I can book that. Please bring your W-2, your ID, your daughter’s 1098-T from her school, and last year’s return if you have it. Would you like a weekday or a Saturday?
- Caller: Saturday morning if you have it.
- Receptionist: I have this Saturday at 9:30 or 11. Which is better?
- Caller: 9:30. How much will it cost?
- Receptionist: The office’s starting price for a return like yours is posted on the website, and your preparer will confirm the final price before starting. You’ll find the list of documents on our website.
- Caller: Perfect, thanks.
What the owner’s summary would include
- Service:
- Individual return, W-2 and college student
- Documents:
- W-2, ID, 1098-T, prior year return
- Booked:
- Sat 9:30 am
- Note:
- Asked about price; pointed to document list on website
Where tax preparers lose calls today
Your whole year is four months
Most of your revenue comes in a short window. Every appointment slot that goes unfilled because a caller hit voicemail on a Saturday in February is money you will not make back in July.
Walk-ins and calls at once
When the office is full of clients waiting with shoeboxes of paperwork, nobody can step away to answer the phone. The ringing line competes with the person sitting in front of you.
Callers speak many languages
Your clients may be more comfortable in Spanish, Russian or Ukrainian, and your bilingual preparer cannot answer every call. A caller who is not understood on the first try often goes elsewhere.
Calls Vocenya answers for tax preparers
Every one gets a real answer, the details written down, and a summary sent to you the moment it ends.
- Booking tax appointments
- What documents to bring
- Prices for common returns
- Is my return done yet
- Refund timing questions
- Amended returns and prior years
- Extension requests near the deadline
What you see after every call
The real Vocenya portal, shown with a made-up plumbing business. Your tax preparation office gets the same: the summary, the outcome, the caller’s details and the full transcript.
How does an AI receptionist help tax preparers during tax season?
It answers every call while you are preparing returns, so no appointment request is lost to voicemail between late January and April 15. The assistant books appointments into Google Calendar or Microsoft 365, explains which documents to bring, answers questions about hours, locations and prices you choose to share, and handles calls on nights and weekends when clients finally get around to their taxes. You see a summary by email and app notification for every call.
Can a tax preparation answering service speak Spanish, Russian and Ukrainian?
Yes. On Studio voices the assistant answers in 89 languages, including Spanish, Russian and Ukrainian, and switches to the caller’s language during the call. The Value plan answers in English and Spanish. That means a client can book an appointment, hear which documents to bring, and ask about office hours in the language they are most comfortable with. Your summary arrives in a format your team can read, with the caller’s language noted, so the right preparer can take the appointment. If a caller asks for a person, it can warm transfer them.
Will the AI answer tax questions or promise refunds?
No. It does not tell callers what they can deduct, whether they qualify for a credit, or how big a refund they will get. It does not estimate when a refund will arrive either. When those questions come up, it says the preparer will go over it at the appointment. It can share fixed information you give it, like your starting price for a basic return and your document checklist.
What about calls after April 15?
Calls drop after the deadline but do not stop. Clients call about extensions, amended returns, letters from the IRS or the state, and prior-year returns. The assistant keeps answering, takes the details, and books appointments on your reduced summer schedule. You can switch to a lower plan during the off-season, and there is no contract, so you are not paying for tax season volume all year. Everything you set up stays in place for next January.
A person when it matters
Tricky calls go to a trained GH agent who sees what the AI heard, or straight to your phone.
Booked, not just logged
Offers real times from your calendar and confirms them with the caller.
Answers in 89 languages
Studio voices switch to the caller's language, and you get the summary in English. The Value plan answers in English and Spanish.
Calls new leads back
Appointment reminder calls in the client’s language help fill every tax season slot and remind clients to bring the documents they need.
Serving tax preparers in New Jersey and New York City
Neighborhood tax offices in places like Elizabeth, Passaic, Paterson, Jackson Heights and Brighton Beach serve many clients who prefer Spanish or Russian. Clients who live in New Jersey and work in New York often need returns for both states.
See how it works in New Jersey and New York City.
Questions from tax preparers
Can the AI book tax appointments on weekends?
Yes. It answers 24/7 and books into Google Calendar or Microsoft 365 based on the hours you set, including Saturday or evening appointments during tax season. Clients can book at midnight, and you see the appointment and summary right away.
Will it tell clients how much their refund will be?
No. The assistant never estimates refunds or amounts owed, and it does not predict when a refund will arrive. It explains that the preparer will review everything at the appointment, and it can share your document list so the client comes ready.
Can it quote my prices?
Yes, if you give it approved prices, such as a starting fee for a simple return or a charge for an additional state. It will share only the figures you provide and will say that the preparer confirms the final price.
Can I pay less in the off-season?
There is no contract, so you can change plans or cancel any time. Many seasonal offices run a larger plan from January to April and a smaller one the rest of the year. Every plan starts with a 14-day free trial.
Can it handle clients calling to ask if their return is done?
It can take those calls and send the question to your team, so the preparer is not interrupted. It does not look up return status itself. You can also give it wording about your usual turnaround time during busy season.
Related industries
Hear your tax preparer receptionist answer, right now.
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Hear it yourself
Call (732) 633-0055Our AI receptionist picks up. Ask it anything, or have it answer as your business.