Genie Card

Tax & accounting

Intake that survives tax season

Tax season compresses months of demand into weeks. Genie Card becomes your front desk — grounded in your engagement letters and checklists — so prospects get clear next steps while you stay in delivery.

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

Organize

Organize clients before the rush

Give prospects a clear path — playbook answers, qualification, and document-ready intake — so peak weeks stay deliverable.

Playbook-grounded answers

Upload engagement letters, document checklists, and service menus. Prospects get consistent answers about 1040, business returns, and bookkeeping without improvisation.

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.

Grow

Grow the practice without growing chaos

Year-round visibility into who is ready, what they need, and which slots deserve partner time.

  1. Qualify personal vs business work before the first call
  2. Collect checklists so onboarding starts organized
  3. 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.