Tax season, phones ringing nonstop? Grace answers every one.
Grace books appointments, tells clients what to bring, answers “where's my refund?” and takes messages for your preparers — so your team can focus on returns.
Today
Grace is on the line · 14 handled
What we hear from tax & accounting offices every week.
Every one of these is a customer who tried to reach you.
Every preparer is with a client. Calls go to voicemail and clients book with the chain down the street.
The same status calls, all season. Grace takes them and tells you who's waiting.
Grace tells every client what to bring when she books — W-2s, 1099s, last year's return, IDs.
People call at night and on weekends. Grace books them for the next open slot.
Grace answers in the caller's language and sends you the summary in English.
Pay for fewer minutes in summer, more in season — change your plan any time.
Do the math for your tax office.
We filled in typical numbers. Move the sliders to match yours.
Business you may be missing each month
The calls your tax office gets every day.
New appointments
“Can I come in to do my taxes?”
What to bring
“What documents do I need?”
Refund & status
“Is my return filed yet?”
Prices
“How much is a tax return?”
Business clients
“I need bookkeeping for my LLC.”
In Spanish
“¿Cuánto cuesta preparar los taxes?”
She works the hours you can't.
Every one of these used to be voicemail.
- Before you openTwo new clients book returns for this week.
- Every preparer is busy“Is my return filed?” — Grace takes it for your preparer.
- Documents questionA client learns exactly what to bring before her visit.
- In SpanishA family books a joint return for Saturday.
- After hoursA new LLC owner books a bookkeeping consultation.
Good morning! Here's yesterday:
- BOOKEDCarlos R. · joint return · Thu 4:00 PM
- CALL BACKLinda M. · return status question
- BOOKEDNew LLC · consultation Mon 10:00 AM
A real conversation, the way your customers would have it.
Grace sounds natural, sticks to what you told her, and hands off anything she shouldn't answer.
One plan. Everything you need to stop missing calls.
250 minutes + Online booking
- 250 minutes — about 100 calls a month
- Online booking — every preparer's calendar
- Document checklist given on every booking
- Move to 500 minutes for tax season with one tap
Plus everything in every plan: your phone rings first, a summary of every call, English, Spanish & 10+ languages, change or cancel any time.
First 7 days free. No card, no contract. We set it up with you.
Start 7 days freeFewer calls? Plans start at $49. See all plans and services.
What tax & accounting offices ask us.
Will Grace give tax advice?
No. She books appointments, answers questions about your office from the information you give her, and takes messages. Anything about a client's taxes goes to your team.
Does she access client files or tax data?
No. Grace doesn't connect to your tax software or client records. She only knows what you put in her settings, like hours, prices and your document checklist.
Can I change my plan for tax season?
Yes. Move up to more minutes in January and back down after April — it's one tap in the app.
Can she handle Spanish-speaking clients?
Yes — plus 10+ other languages. You get summaries in English.
What if a client is upset about their refund?
Grace stays calm, takes the details and marks it for a call back from your team.
Hear Grace answer like your tax office.
Call our number and say “pretend you're my tax office”. Then say “set me up” to start your 7 free days.
(574) 766-0001