Stop Drowning in Taxpayer Questions

Instantly answer taxpayer inquiries and guide them through tax forms—without the manual back-and-forth.

Every day, you field repetitive questions and walk taxpayers through complex forms, eating into your focus time. Manual responses and explanations pile up, leaving you overwhelmed and behind on other priorities.

The hidden cost

What this is really costing you

Handling taxpayer questions and assisting with form completion is time-consuming and often repetitive. Each inquiry requires careful review, clear explanations, and double-checking for accuracy. This manual process slows you down and increases the risk of errors or missed deadlines.

Time wasted

1.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,610/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep doing it manually, you'll lose valuable hours, increase stress, and risk taxpayer frustration from delayed or unclear responses.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Clarifying Deduction Eligibility

You ask your agent to explain which deductions a taxpayer qualifies for based on their scenario.

Step-by-Step Form Assistance

You ask your agent to walk a taxpayer through the completion of a property tax form.

Explaining Tax Notices

You ask your agent to break down the meaning of a confusing tax notice for a taxpayer.

Checking for Missing Information

You ask your agent to review a filled form and highlight any missing or incorrect details.

How to hire your agent

1

Connect your tools

Link your existing accounting, tax management, and document management tools for seamless access to taxpayer data and forms.

2

Tell your agent what you need

Type: 'Help me answer this taxpayer's question about property tax exemptions and assist them in completing the related form.'

3

Agent gets it done

Your agent provides a clear answer and a step-by-step guide for the taxpayer to complete the form accurately.

You doing it vs. your agent doing it

Research tax code and draft individual replies for each inquiry.
Agent provides instant, accurate responses you can review and send.
1 hr/week
Walk taxpayers through each form section over email or in person.
Agent generates step-by-step instructions instantly.
30 min/week
Write out explanations for confusing terminology each time.
Agent supplies clear, reusable definitions on demand.
10 min/week
Manually review forms for errors or missing info.
Agent highlights issues automatically before submission.
20 min/week

Agent skill set

What this agent knows how to do

Answer Taxpayer Questions

Provides clear, accurate responses to common and complex taxpayer inquiries on demand.

Guide Form Completion

Walks taxpayers through each section of required tax forms, ensuring nothing is missed.

Clarify Tax Terminology

Explains confusing tax jargon in simple, understandable language for taxpayers.

Check Form Accuracy

Reviews completed forms for missing fields or common errors before submission.

Summarize Taxpayer Requests

Quickly summarizes long or complex taxpayer questions for faster resolution.

AI Agent FAQ

Hire your AI agent

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