LIVE DEMO — TAX RESOLUTION FIRMS

They’re holding the notice right now. Answer before the fear wins.

Tax resolution callers are scared: a levy notice, years of unfiled returns, a balance they can’t face. They call at night, and they hire whoever answers with calm competence. The AI answers every call, every hour: steadies the caller on your script, captures the notice details and tax years by your intake, and books the consultation — without a single promised outcome.

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Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

The notice-in-hand call: answered calmly, intaken precisely, booked — fear turned into a plan.

One day with the AI

Three moments from a typical tax resolution front office — handled while your team does the human part.

10:30 PM · The levy-notice panic

A caller reads the notice aloud, voice shaking. The AI stays calm on your approved script, captures the notice type, dates and deadlines exactly, explains your published process — and books tomorrow’s consultation. It never predicts what the case will settle for.

9:35 AM · The years-behind confession

“I haven’t filed since 2019.” No judgment — your script. The AI captures the years, the income types and the notices received by your intake, and books the consult with the checklist of what to gather sent.

2:50 PM · The comparison shopper

A caller burned by a national chain asks what makes your firm different. The AI answers from your published approach and fee structure exactly — no invented guarantees — and offers the consultation as the proof.

What it does for you

Fear answered fast

The scared caller reaches a calm voice in one ring at any hour, in their language — the moment your competitors’ voicemail loses.

Notices intaken precisely

Notice types, deadlines, tax years, prior contact: your intake fields captured exactly and transcribed — the professional opens a real file.

Promises, structurally impossible

No settlement predictions, no “pennies on the dollar” claims — the claim guard restricts the AI to your published process and fees, period.

Watch it steady a scared caller

The demo answers the levy-notice call the right way: calm script, precise intake, booked consultation, zero promises — configured for a tax resolution firm. Your personal version, built from your website, arrives in about two minutes.

Interactive: run your hardest caller scenario
Urgency rules for deadline notices, yours
Flat price — unlimited calls, nights included

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“Can you settle my tax debt for less?”

Never promises outcomes. Explains your published process for evaluating options and books the consultation with the professional.

“The notice says I have 30 days — what do I do?”

Captures the notice details and deadline precisely, flags urgency by your rules, and books the earliest consultation — calmly, on your script.

“What do you charge?”

Quotes your published consultation and fee structure verbatim — the money question answered the same way every time.

In April the phone doubles and the staff halves — answering services take messages, portals wait for clients to log in, and the same hundred questions eat the admin’s week. The Zanus AI front office ANSWERS — phone and chat, 24/7, in the client’s language: appointments booked into real preparer calendars, status from the engagement record, tax questions routed to the professionals — never improvised.

Questions, answered

This industry has a trust problem. How does an AI help?

By being incapable of the industry’s sins: it cannot invent a settlement promise, inflate a success story or improvise a fee — the claim guard limits it to what your firm published. Discipline becomes your differentiator.

Callers reveal deeply personal financial trouble.

Conversations stay in your firm’s record only, training no one else’s model — and the AI answers from your approved knowledge alone, with a fully on-premises option on servers your firm owns.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your resolution firm — documents, tasks, procedures, automations — is Back Office AI, specialized for Accounting & CPA. Most companies run both: one AI answering, one AI executing.

Back Office for Accounting & CPA →Explore Back Office AI