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
AI Receptionist — answers every call 24/7, qualifies the caller and books live.
AI Scheduler — confirmations, reminders and reschedules so the calendar stays full.
AI Follow-Up Employee — calls and texts new leads within minutes, revives cold ones.
AI Email Employee — replies in your voice, sends real availability and books from the thread.
AI Marketer — drafts posts and campaigns for your market, held for your approval.
AI Insights Employee — reports calls answered, appointments booked and revenue recovered.
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.