January through April the phone never stops, and your team is trying to actually prepare returns. Season surge absorbed, appointments booked and document chasing handled automatically.
Absorbs tax-season call volume without temp staff
Books consultations and drop-off appointments
Chases missing documents by text with checklists
Answers status questions from your approved script
Individual or business
Service needed
Entity type
Prior-year client?
Preparers stay heads-down during season
Document chasing stops eating admin hours
New client inquiries captured all season
You keep your published business number. Calls forward to your AI Employee under the rule you choose — every call, unanswered calls, overflow or after-hours only.
It answers 24/7 with no hold queue, handles concurrent callers, books into your live calendar, and writes the contact, notes and outcome back to your CRM.
Emergencies and callers who ask for a person are warm-transferred under rules you define.
Book a walkthrough at https://www.presspurpose.ai/booking and we will map your call flow, your booking calendar and your CRM before anything goes live.
Press Purpose AI — AI Employees that answer the phone, book the appointment and update your CRM, 24/7.
Yes. There is no queue — concurrent callers are all answered at once.
Yes, with automated text reminders and a checklist tied to the client's service type.
No. It books time with a preparer and captures the question in the record.