Why Tax Professionals Choose Intellivizz AI
9 Reasons to Use an AI Receptionist
24/7 Client Call Handling
Manage all calls, inquiries, and appointment bookings automatically.
Seamless Calendar Integration
Syncs with your existing scheduling tools for easy booking.
Collects Pre-Consultation Information
Gathers income, filing type, and document details upfront.
Handles Common FAQs
Answers queries about filing deadlines, fees, or document checklists.
Multi-Language Support
Communicates fluently in 7 languages for diverse clientele.
Automated Reminders & Follow-Ups
Reduces no-shows and ensures clients arrive prepared.
HIPAA & GDPR-Compliant
Ideal for handling sensitive financial and personal data securely.
Customizable for Your Practice
Personalize greetings, tone, and workflows for your brand.
Boosts Client Experience
Immediate, accurate, and friendly responses 24/7 build client trust.
Pricing
Plan Name: Volt
Price: $199/month (USD)
Zero setup fees
1–2 week setup time
Cancel anytime
Ready to Experience the Power of AI?
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Frequently Asked Questions
Can the AI Receptionist handle tax-season client overload?
Yes! It manages unlimited calls and bookings simultaneously, so you never miss a lead during busy seasons.
Can it collect client data before an appointment?
Absolutely. It can gather required tax documents, income sources, and filing preferences upfront.
Is the system secure for client financial information?
Yes, it’s fully encrypted and compliant with HIPAA/GDPR data privacy standards.
Can the AI handle business tax and personal tax clients separately?
Yes — workflows can be customized to route different client types to the right consultant or department.
How long does setup take?
Your AI Receptionist can be ready in 1–2 weeks, depending on workflow complexity.
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