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AI Booking Assistant for Accountants & Tax Preparers
AI-Powered100+ Languages5-Min Setup

Stop Drowning in Tax Season Client Calls and Chaos

Our AI assistant handles document requests, appointment scheduling, and deadline reminders so you can focus on what matters most - preparing accurate returns and growing your practice.

The Challenges Accountants & Tax Preparers Face Every Day

Sound familiar? Hey Mag solves these automatically.

1

Tax Season Phone Chaos

January through April, your phone rings non-stop with the same questions: 'What documents do I need?' 'When is my appointment?' 'What's my refund status?' You're spending more time answering repetitive calls than preparing returns.

Accounting firms receive 300% more calls during tax season

2

Document Collection Nightmare

Chasing clients for W-2s, 1099s, and receipts eats up hours daily. Emails get lost, voicemails go unreturned, and you're constantly following up on missing paperwork that delays filing deadlines.

65% of tax preparation delays are due to missing client documents

3

Deadline Management Overload

Between quarterly estimated payments, annual filing deadlines, and extension dates, keeping clients informed feels impossible. Manual reminders take forever, and missed deadlines hurt your reputation and client relationships.

Tax preparers spend 15+ hours weekly on client communication

Built for Accountants & Tax Preparers

Everything you need to automate customer communication and booking.

Seasonal Capacity Management

Automatically adjust availability during peak tax season. Handle overflow inquiries and schedule appointments when you have capacity.

Smart Document Collection

Send personalized checklists based on client type. Track what's received and automatically follow up on missing items.

Tax Deadline Reminders

Automated alerts for quarterly payments, filing deadlines, and extension dates. Keep clients compliant without manual tracking.

Client Portal Integration

Connect with popular tax software to provide real-time updates on return status, refund tracking, and appointment confirmations.

How It Works

Set up in 5 minutes. No technical skills required.

1

Connect & Train

Upload your tax preparation checklists, fee schedules, and common client scenarios. Train the AI on your specific services like individual returns, business taxes, and bookkeeping offerings.

2

Customers Message You

Clients get instant responses about required documents, appointment availability, and return status - even at 2 AM during tax season when your phone is off.

3

You Stay in Control

Review complex requests, approve appointments, and step in for sensitive tax questions while the AI handles routine inquiries and document collection.

85%
client_satisfaction_increase
20+ hours weekly
document_collection_time_saved
45-60
average_calls_per_day_tax_season

What Accountants & Tax Preparers Use Hey Mag For

Collect W-2s and 1099s from individual tax clients automatically
Send quarterly estimated payment reminders to business clients
Schedule tax preparation appointments during peak season capacity

Frequently Asked Questions

What documents does the AI help collect from tax clients?
The AI can request and track standard tax documents like W-2s, 1099s, receipts, prior year returns, and business records. It sends personalized checklists based on whether clients need individual, business, or amended returns. You can customize document requests for any tax situation.
How does pricing work during busy tax season?
You set your own rates and the AI communicates them clearly to clients. It can handle different pricing for individual returns, business taxes, amendments, and rush jobs. The system integrates with payment processors to collect retainers and final payments automatically.
Can it remind clients about important tax deadlines?
Yes, the AI sends automated reminders for quarterly estimated payments, annual filing deadlines, extension dates, and state-specific due dates. Clients get timely notifications via text or email, reducing last-minute scrambles and missed deadlines that create penalties.
Will it work with my existing tax preparation software?
The AI integrates with popular tax software like Drake, Lacerte, ProSeries, and TaxWise through APIs. It can pull return status updates, track refunds, and sync appointment data with your existing workflow without disrupting your current setup.
How does it handle sensitive tax information and compliance?
All conversations are encrypted and HIPAA-compliant. The AI never stores sensitive financial data - it only facilitates communication and document collection. You maintain full control over client information and can review all interactions before they're sent.

Transform Your Tax Practice Before Next Season

Join hundreds of CPAs and tax preparers who've reclaimed their time with AI automation.

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