Playbook-grounded answers
Upload engagement letters, document checklists, and service menus. Prospects get consistent answers about 1040, business returns, and bookkeeping without improvisation.
Genie Card
Tax & accounting
Genie on your card through tax season
Clients reach Genie on your card anytime; Desk keeps intake, documents, and follow-ups organized in your workspace — secure, 24/7.
The problem
Seasonal spikes break the front desk
Prospects call with the same questions about deadlines, documents, and fees — often after hours, when your team is buried in returns.
- Repeat FAQ about filing types, deadlines, and what to bring
- Unqualified leads consuming partner time during peak weeks
- Scattered emails and voicemails with no structured client intake
Your Genie
Intake that lands in your workspace
Card conversations feed Desk so deadlines, requests, and contacts stay in one place.
Client qualification
The agent asks entity type, prior-year status, and urgency — then routes DIY-curious browsers away from full-service slots.
Document-ready intake
Collect contact details and a first document list. Your CRM shows conversation context so onboarding starts organized, not from scratch.
Always on
Always-on client front door
Genie answers routine questions on your card while you focus on returns — with human control when it matters.
- Qualify personal vs business work before the first call
- Collect checklists so onboarding starts organized
- Protect partner calendars during filing peaks
Sample conversation
What a prospect might ask
Hi — I help with new client questions for Rivera Tax Advisors. Are you looking for personal, business, or both?
Both — we just formed an LLC and need estimated taxes plus personal returns.
That fits our small-business track. I can share the document checklist and hold a discovery slot — what's the best email?
Get started
Organize intake before the rush
One card for the firm — or separate cards per partner. Share the link on your website, Google Business profile, and referral partners.