LIVE DEMO — TAX PREPARATION OFFICES

Ninety days to make the year. Zero missed calls.

A tax office earns its year in one season — and every unanswered ring in February is a filer walking into the franchise across the street. The AI answers every call and chat, 24/7: books the appointment, sends the what-to-bring list, quotes your published prices — in the filer’s own language.

Get started

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

Booked inside the conversation — real chairs, real time slots, reminders included.

One day with the AI

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

9:10 AM · The Saturday rush

Fourteen booking calls while every desk is with a client. All fourteen answered: appointments set, document checklists texted, walk-in hours explained — no hold music, no lost filers.

5:50 PM · The price shopper

“How much to file with two W-2s and a kid?” Answered instantly from your published price list — never a made-up number — with the next open slot offered in the same breath.

8:30 PM · The bilingual household

A family calls asking whether anyone speaks their language. The same conversation simply continues in it — documents explained, appointment booked, confirmation sent — no callback needed.

What it does for you

Every filer, booked

Appointments into real calendars with two-way sync, reminders that cut no-shows, painless rescheduling in the same conversation.

Prepared before they arrive

What-to-bring checklists sent by text and email per return type — chairs turn faster because folders arrive complete.

Season scaled, price flat

Unlimited simultaneous calls in February at the same flat price as October — no per-seat, no per-minute surprises.

Watch a February Saturday, handled

The demo answers the Saturday rush, quotes a published price and books a bilingual household — configured for a tax prep office. Your personal version follows in ~2 minutes, built from your website: your prices, your hours, your preparers.

Ask it your own pricing questions live
Claim guard: your published prices only
Flat price — season spikes 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.

“Where is my refund?”

Explains your approved guidance on refund timing and the official lookup, and routes account-specific questions to your preparers — never speculation.

“Do you do self-employed returns?”

Answers from your published services, quotes the listed price, and books with the preparer who handles them.

“Can I just walk in?”

Reads your walk-in policy and current hours, offers a booked slot to skip the wait, and sends directions.

Answering services relay messages. Client portals wait for logins that never come. The Zanus AI front office ANSWERS — phone and chat, in the client’s language, books into your real calendars, and never says a word beyond your approved knowledge.

Questions, answered

Can it answer tax questions?

It answers only what your office approved — documents, deadlines, published prices — verbatim. Anything that is tax advice routes to your preparers; the claim guard never lets it improvise.

We close in May. Does it still make sense?

The AI keeps answering while you are closed — extension filers, notice questions, next-season pre-booking — so January starts with a full book instead of a cold list.

YOU MIGHT ALSO NEED

The Front Office answers. The Back Office executes.

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

Back Office for Finance →Explore Back Office AI