Handles the February questions, without ever touching a client's numbers.
Between January and April a tax office's phone and inbox are the bottleneck. Frontiva answers the questions your staff repeat all season from the facts you approve, sends clients to your booking page, and hands anything with a deadline to a person. It never gives advice and never asks for a document by text.
A real conversation
I got a letter from the IRS and I'm not sure what to do
Those letters are stressful, and we can help. Are you an existing client with us, and does the letter show a response deadline?
Yes, client for years. It says 30 days
Thanks. I have passed this to Maria, who handles your return, and she will contact you today. Please upload the letter through our secure portal rather than sending it here.
Workflows that matter here
Tax season questions, answered once
What to bring, which checklist applies, and what an extension involves come from your approved facts, so preparers are not interrupted to recite them.
Notices and deadlines to a person
Set words like notice, IRS, deadline and audit as escalation keywords, and those messages go to your team the same day.
Documents stay off text
The AI points clients to your secure portal from your approved facts, every time the question comes up.
Appointments, booked online
Tax preparation, planning calls and bookkeeping reviews are booked on your public booking page, year round.
Qualifying questions the AI asks
- Is this for personal taxes, a business, or both?
- Are you an existing client?
- Is there a deadline or notice you are working against?
- Would you prefer to meet in person or online?
What to load into Knowledge
- Services and starting fees for individual and business returns
- Which preparer handles which kinds of work
- Your secure portal link and how to use it
- Filing deadlines and your extension policy, in your own words
Compliance notes for accounting & tax
- The agent gives no tax advice and does not interpret a notice. It hands the question to a person.
- It never asks for a Social Security number, a W-2 image or any financial document by text; your facts point clients to the portal instead.
- It does not discuss a client's return, balance or refund status. Those questions go to the preparer.
Accounting & Tax FAQ
Can it answer 'where is my refund?'
It can send the IRS refund tracker link from your knowledge. Questions about a specific return go to the preparer.
How does it handle documents?
By pointing to your secure portal from your knowledge. If a client sends a document anyway, handle it under your own security policy.
Does it work outside tax season?
Yes. Bookkeeping, payroll and planning questions are answered and booked the same way, year round.
Where to go next
The features that matter here
What it costs
Start with the accounting & tax template.
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