AI for accounting firms. Schedules tax prep appointments, manages document collection, and sends deadline reminders.. Deployed in minutes, runs 24/7 across every channel. No code required.
Free during beta · No credit card required
New Customer
Precision Tax & Accounting • SMS
Customer asks:
"What documents do I need for my tax appointment?"
AI worker responds:
"Bring your W-2s, 1099s, mortgage interest statements, charitable donation receipts, and last year's return. We'll send you a full checklist after booking."
Customer asks:
"Can you file an extension?"
AI worker responds:
"Yes, we can file an extension for you. Keep in mind that an extension gives you more time to file, but any taxes owed are still due by April 15."
Remind clients to schedule tax prep in January
Follow up if documents not uploaded 1 week before appointment
Free during beta. Live in under 5 minutes. No code needed.
Try Kyra Free →