Tax Prep Solo CPA AI Intake
Voice AI intake assistant for solo and small-firm CPAs and EAs during tax season.
- Target market
- Solo CPAs and 2-5 person tax prep firms in the US, ~70,000 firms (NAEA + AICPA estimates), most billing $400-$800 per 1040
Problem snapshot
What this solves
From January 15 to April 15, a solo CPA fields 200-400% of their normal call volume. Each new-client intake call takes 20-30 minutes. The CPA's hourly rate is $200-$400 in prep mode, so every hour on the phone is real money. Document chasing eats more hours than the actual tax work.
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