“I have a CP2000 due in 5 days”
“I just got an audit letter for next Wednesday”
“There's a levy notice that says they're taking my paycheck”
← All industriesYour callers need an answer.
Tax & Accounting
Your callers need an answer.
You have work to do.
Give callers a helpful answer while you are with a customer, working with your team or away from the phone.
Kai is the secretary built into your business phone. Keep your number, choose when he answers, and teach him how your business works.
Hear Kai: 1 (417) 386-2898A starting point for your business
The questions depend on the call.
Go beyond a name and number. Choose which follow-up questions matter to your team, and adjust them to the services you offer.
- If a business return: sole-prop, LLC, S-corp, C-corp, partnership
- Tax year(s) involved (current, prior, multi-year)
- Response deadline on the notice (if has_irs_notice=true)
- Notice type if caller knows (CP2000, CP14, LT11, audit letter, state notice, other) — do NOT interpret it
- Email for engagement letter and document portal
- Referral source
Calls your team will recognize.
Use these examples to try your setup. Decide which requests need a quick handoff and which can wait for a callback. Response times and availability are yours to confirm.
“I have an IRS letter, I think it's due in two weeks”
“My S-corp return is due March 15 and I haven't started”
“I need to file before April 15”
“My extension runs out in three weeks”
“I want to switch CPAs”
“Need someone to do my books going forward”
“Thinking about starting an S-corp”
“Just had a question about your services”
“Comparing a few firms”
Price requests go to your team for confirmation. Kai can gather the details you need to prepare a quote. Appointment times, professional advice and commitments should follow the limits you set during setup.
A phone service that fits your day.
Keep your number
Customers keep calling the number they know. Forward unanswered calls to Kai, or set up your office phones and team.
Choose when Kai answers
Set your hours, no-answer handling and the people who should receive an urgent call. Your instructions decide the next step.
Know who needs you
Review call summaries and caller details in your dashboard. Connect the notification and scheduling tools your team uses.
Make it sound like your business.
Add your services, hours and common questions. Choose what Kai can answer, when your team needs to step in, and where call notes should go.
Prices and availability: Use the information you approve. When an answer needs confirmation, Kai collects the request for your team.
Sensitive questions: Set clear limits on advice and commitments. Clinical, legal and other professional decisions stay with your qualified team.
Before you forward calls: Make a test call, review what happened, and adjust your setup.
Put Kai on your phone.
Start with your business details. Choose a plan when you are ready.