January hits. Call volume quadruples. Your intake doesn't blink.
Tax season concentrates a year of demand into twelve weeks. Arborg Loop absorbs the overflow, triages IRS-notice deadlines, and books consultations — without ever giving tax advice.
400%
call-volume spike at CPA firms during January–April
$3,500
average client lifetime value riding on each answered inquiry
~$2,400
monthly revenue small practices lose to missed calls
Sources: accounting-practice call studies, 2024–2026.
An IRS letter, triaged same-day
A real example of how the Accounting & CPA template handles the conversation — preconfigured qualifying questions, safety rules, and booking behavior included.
Visitor
I got a letter from the IRS saying I owe $12,000 and I have until the 25th to respond. I'm panicking.AI Employee
Take a breath — notices with deadlines are exactly what our team handles, and the 25th gives us time if we move now. What's the notice number in the top corner (like CP2000), and your best phone number? I'm flagging this for same-day attention.Visitor
It says CP2000. 555-0189.AI Employee
CP2000 noted — that's a proposed adjustment, very workable with the right response. A CPA will call you today. Please don't pay anything or reply to the IRS before that call.The Accounting & CPA template sets all of this up in one click.
Pick your industry at signup and your AI employee arrives trained: greeting, qualifying questions, escalation rules, compliance guardrails, booking defaults, and a starter FAQ pack.
Deadline triage
IRS notices, levies, and audit letters with dates get same-day urgent flags — the matters that can't sit in a queue.
Tax-season mode
Honest wait expectations during the crunch, with every lead captured even when calendars are full.
Individual vs. business routing
Entity type and revenue range captured so the right CPA takes the consult.
No tax advice
Circular-230-aware: no interpretations, no refund estimates — the consultation is always the answer.
Starter FAQ pack
Prep fees, document checklists, bookkeeping tiers — preloaded to edit.
Accounting & CPA owners ask us
Will it give tax advice?
No — it's firewalled from interpreting tax law or estimating outcomes. It triages, reassures, and books the consultation.
How does it handle IRS-notice panic?
Calms the client, captures the notice type and deadline, flags same-day urgency, and advises not to pay or respond before speaking with your CPA.
Can it survive tax season?
It answers unlimited simultaneous conversations — the 400% January spike is precisely the problem it deletes.
Serving a different kind of business? See all industries
Put an AI employee in your accounting & cpa business today.
Pick your template, connect your details, and go live in about 15 minutes. Every conversation answered, every lead captured — while you do the actual work.
14-day free trial · No credit card · Cancel anytime