Stop Losing Tax Clients to Missed Calls | TaxOffice.AI
🔥 Onboarding 30 offices before tax season — Setup takes 48 hours
🎯 Built by Tax Pros, for Tax Pros

Stop Losing Tax Clients to Missed Calls

Jasmine answers every call 24/7, books appointments, and speaks Spanish—even at 9 PM on a Sunday.

Book Your 15-Minute Call

Schedule Your Demo →
or try Jasmine right now

Call and experience the AI yourself:

1-888-901-5910

Jasmine will answer. Try to stump her.

23%

Calls missed during tax season (industry avg)

$2,500

Each missed call costs you

24/7

Jasmine never misses one

<$10

What it costs per day

Let's See If It's Right For You

15 minutes. We'll answer your questions and see if this is right for your practice. No pressure.

Prefer to talk now? Call Jasmine:

1-888-901-5910

She'll answer and show you what she can do.

These Calls Were Killing Us

Before we built Jasmine, here's what we were dealing with. You probably recognize these.

📞

The After-Hours Business Client

They called at 6:30 PM. $5,000 return. We were closed. They called our competitor. Gone.

😰

The IRS Panic Call

"I got a letter saying I owe $8,000!" Terrified client. 9 PM. Voicemail can't help. They found someone who answered.

🔄

The Referral Who Gave Up

"My friend recommended you..." Called during lunch. Voicemail. Never tried again. Warm lead, gone cold.

Ready to stop losing these calls?

Book Your Demo Call →

Or call 1-888-901-5910 to try Jasmine right now

A Smart CRM Built for Tax Offices

Jasmine answers every call—9 PM, Sunday, doesn't matter

Books appointments right into your calendar

Speaks English and Spanish fluently

Smart calendars—separate workflows for in-person vs virtual

Automated reminders, follow-ups, and confirmations

Full CRM—contacts, notes, history in one place

Knows W-2s, 1099s, IRS notices—tax talk

Handles stressed callers without losing patience

Costs less than $10/day

Hear Jasmine Live

Click the 📞 in the corner or call 1-888-901-5910

Pretend you're a client. Try to stump her.

📹 Optional Preview

Want to See the Full Platform?

6 minutes. Voice AI, Smart CRM, automated follow-ups—the whole platform. Or skip and just book a call.

🤝 We Set It Up With You

You Won't Be Left Figuring This Out Alone

Most software gives you a login and disappears. We sit down with you—twice—and make sure it's actually working before we're done.

1

Setup Call (45 min)

We configure Jasmine for your practice. Your services, your hours, your way.

  • Your services and pricing
  • Your calendar connected
  • Your call handling rules
  • Your business info imported
2

Launch Call (45 min)

We test everything together. You don't go live until you're confident.

  • Test real scenarios
  • Adjust Jasmine's responses
  • Walk through your dashboard
  • Go live when you're ready

📦 $499 value — Included with every plan

What Other Offices Are Seeing

"47 appointments in the first week. Jasmine handled everything—I just showed up for the meetings."

47

Appointments, week one

SC

Sarah Chen, CPA

Chicago Tax Solutions

"Haven't missed a call since setup. Last year I lost 8 clients to competitors. This year: zero."

100%

Calls answered

MR

Marcus Rodriguez, EA

Miami Tax Pros

"I went home at 5:30 for the first time during tax season. Jasmine books appointments while I'm at dinner."

6 PM

Home for dinner

JW

Jennifer Walsh, CPA

Dallas Tax Services

🎁 Tax Season Package

Get Set Up Before the Rush

Join before tax season starts. We'll have you ready.

🤝

Setup Included

Two calls with us ($499 value)

💰

$50 Credit

AI credit your first month

🚀

Priority Support

Through April 15th

🛡️

60-Day Guarantee

Full refund if it doesn't work

Ends January 27 or when 30 spots fill

Replace 6 Tools With One

Everything you need to run your practice—without juggling subscriptions.

TaxOffice.AI replaces

$725/mo

in separate tools

24/7 AI Receptionist $350
Full CRM & Contact Management $100
Smart Appointment Scheduling $50
SMS Follow-ups & Reminders $50
Email Marketing $75
Website & Funnels $100

All-inclusive. No hidden fees. Cancel anytime.

Straightforward. No Hidden Fees.

Full platform access on both plans. Pick based on how much AI you'll use.

Starter

Solo practitioners, lower call volume

$297/mo

+ usage beyond included credit

  • Jasmine AI (24/7)
  • English + Spanish
  • Smart calendars (in-person + virtual)
  • Full CRM & automations
  • $25/mo AI credit included
  • Two setup calls with us
Book Your Call

Both Plans Include Everything

CRM, workflows, funnels, websites, invoicing, reviews—no feature gating. Just pick your AI usage level.

🛡️ 60-Day Money-Back Guarantee — Doesn't work for you? Full refund. No questions.

Questions You Probably Have

Some might, some won't. But here's the thing—they don't care. When someone calls at 9 PM panicking about an IRS letter and Jasmine answers, calms them down, and books them for tomorrow morning? They're relieved. Call 1-888-901-5910 and judge for yourself.

48 hours. Two calls with us—one to configure, one to test and launch. You keep your phone number. Your clients won't notice anything except better service.

She knows her limits. If something's beyond her, she takes a detailed message, flags it priority, and makes sure you get it. She doesn't guess or make things up.

Yes. Your clients call the same number. We set up forwarding behind the scenes. Nothing changes for them.

Both include everything. Starter has $25/mo AI credit (enough for most solo practices). Growth includes unlimited AI. Not sure? Start with Starter—you can upgrade anytime.

60-day money-back guarantee. Full refund, no questions. We're confident because we use it ourselves.

Ready to Stop Missing Calls?

15 minutes. See if TaxOffice.AI is right for your practice.

Book Your Demo Call →

Or call 1-888-901-5910 to try Jasmine right now

🛡️ 60-Day Guarantee • 🤝 Setup Calls Included • Live in 48 Hours

Ready to stop missing calls?

Book Your Call 📞 1-888-901-5910