For tax preparers + CPAs + Enrolled Agents
Solo + small-team tax-prep practices: Enrolled Agents, CPAs, ITIN-renewal specialists, immigrant-tax practices. Volume spikes 5-10× Jan-Apr; AI handles intake, books appointments, captures scam-victim disclosures, routes to native-language voices for Spanish / Russian / Mandarin / Vietnamese-speaking clients.
What your callers hear
“Tax season is busy — happy to help. Are you a returning client, looking to schedule a new appointment, or do you have a specific tax question?”
200 calls/wk Jan-Apr, 30/wk rest of year. The AI handles the surge in parallel. April 14-15 evening: "I need to e-file before midnight" calls get same-day-urgent routing + paged to the on-call EA. Off-season: cancel-anytime to skip the dead months — your phone number + saved AI config preserved across cancellations.
Russian-immigrant elderly + immigrant communities broadly are the #1 target for IRS-impersonation scams. "The IRS called me about back taxes" / "They want me to buy gift cards" / "They threatened to deport me" — the AI educates the caller ("the IRS does NOT make first contact by phone, and never demands gift cards"), refers them to the IRS Impersonation Scam Hotline (1-800-366-4484) + the FTC ReportFraud.ftc.gov, then routes to a human for a real-tax-situation review.
Many immigrant clients have ITINs, not SSNs. ITIN renewals (W-7 form), first-time ITIN applications for foreign students + spouses + dependents, ITIN expiration cycles — the AI captures ITIN status + last-renewal date + dependents who need ITINs of their own. Specialized intake distinct from SSN-citizen tax prep.
EAs + CPAs are bound by IRS Circular 230 — confidentiality + due-diligence + conflict-check requirements. The AI never enumerates client matters to third-party callers (identity-non-confirmation rule 21), never confirms a specific person is a client (rule 21a), and captures conflict-check inputs (opposing party names in collections / OIC cases) for your review.
Spanish (Mexican Eduardo + Argentinian Valeria + generic Latin Am Juan Carlos), Russian (Mariia + Ivan + Victoria), Mandarin (Amy + Sage + LiuPing), Vietnamese (Hien + Thanh + MC Anh Duc), Korean (JiYoung + Taemin + Hyun Bin) — pick a per-language voice in Settings so a Russian-speaking client hears native Moscow Russian on call one. Cuban Spanish is honestly disclosed as not yet available; Belarusian + Yiddish not supported.
Tax-prep is 4-month-on, 8-month-off. Cancel after April 16 + re-subscribe in January — your phone number + AI configuration + booking history are preserved. No annual prepay required.
First-time clients call asking "what do I need to bring?" The AI quotes your checklist accurately (W-2s, 1099s, prior-year return, ID, ITIN-letter if applicable, dependents' SSNs/ITINs, daycare provider tax ID, etc.) so they arrive prepared.
“You're booked, Maria — Carlos will be there tomorrow at 9 with parts for a copper pinhole leak.”
$129/mo if you go month-to-month. Three plans (Starter / Professional / Enterprise), voice cloning included with any active plan, BYO phone number. Most tax preparers + CPAs + Enrolled Agents start on Professional for multi-staff routing.
See pricing →Enterprise tops at ~500 calls/2,000 min/mo at $582/mo. For 800+ calls, expect overage at $0.39/min on top of $582. For high-volume seasonal practices, email hello@ringdispatch.com with your peak-month volume + average call duration; we'll quote a custom seasonal tier (typically Enterprise + a 4-month overage cap) so your April bill doesn't surprise you.
Yes. Triggers on phrases like "the IRS called me" / "they want gift cards" / "they threatened to arrest me" / "they want me to wire money" — the AI educates the caller that the IRS does NOT make first contact by phone, never demands gift cards / wire transfers / crypto, never threatens immediate arrest. Refers them to the IRS Impersonation Scam Hotline (1-800-366-4484) + reportfraud.ftc.gov. Pages your office for real-tax-situation review.
List ITIN-renewal as a service in your knowledge base + the AI captures ITIN status (active / expired / pending), W-7 application stage (new / renewal), dependents needing ITINs, and the IRS Acceptance Agent status of your practice (if applicable). Specialized intake distinct from SSN-citizen tax prep.
Confidentiality (rule 21) + identity-non-confirmation (rule 21a) + conflict-check intake (capture opposing-party names in collections / OIC / audit-rep matters) are all built-in defaults. The AI's transcript-retention policy aligns with your Circular 230 record-keeping obligations (default 18 months; extend to 6 years if you handle audit-representation matters).
Russian, Ukrainian, and Polish are supported with native voices + per-caller-language routing. Belarusian is NOT supported by our TTS provider yet — Belarusian-speaking callers fall back to Russian (politically sensitive for some Belarusian-diaspora clients; flag this in your client communications). Ukrainian voices (Sofiia, Evgeniy, Yaroslava) are distinct from Russian voices — a Ukrainian-speaking caller hears Ukrainian.
Pick your tax preparation services, hours, and voice. Your AI is answering test calls inside 10 minutes.
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