AI Tickets for Accounting & Tax Firms. Client request tracking for accounting firms, every channel
AI Tickets is client request tracking for accounting firms: a question that needs a follow-up, asked by phone, chat, e-mail or web form, becomes one request with the whole conversation and the client identified. The AI answers what your knowledge covers when it is sure enough; everything else, a return's progress included, waits for a person.
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7 days free · per company, never per seat · nothing to install
Rule per desk
Each desk sets its own rule: the AI suggests and a person sends, or the AI answers alone when sure, with its own reply-time promise.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Promise clients an answer within one working day during tax season.”
Lisa“New client requests now promise an answer within one working day, and the AI tells each client so when it opens one. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Accounting & Tax Firms use it
An employee of a payroll client calls for a copy of his wage statement; the request reaches the payroll desk in his own words.
In March a client e-mails to ask whether her return is finished; the request waits for her preparer and the AI never answers it.
Two e-mails from one business owner about the same notice are merged into one request, both conversations kept for the partner.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Opened from a phone call, a chat, an e-mail or a web form, with the whole conversation and the customer identified
- Nights and weekends: the customer gets a number and a promise, your team gets the ticket in the morning
- The AI answers from your knowledge when it is sure enough; otherwise it proposes the answer and a person sends it
- Pending, manual review, responded and closed; priority, who holds it, Merge and internal notes for your team
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Tickets does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI Returns & Warranty
Client requests
Help desk software for CPA firms that keeps every request in view
Every door, one list
A call, a chat, an e-mail or a web form that needs a follow-up opens a request in the same list, marked with the channel the client used.
The client named first
The contact, the business and earlier requests appear before anyone reads, with the conversation on the request: a call's transcript, a chat turn by turn, a mail as written.
Answered or held
When your knowledge holds the answer and the AI is sure enough, it replies by e-mail or in the chat; below the bar you set, a person decides.
A promise you can keep
Clients hear when to expect a reply, four working hours unless you choose otherwise, and every request past that promise is marked for its desk.
Set-up
Client service ticketing for accounting firms in 2 minutes
Your channels
AI Phone, AI Webchat, AI E-mail and AI Web Forms each open client requests as soon as they run, with nothing else to connect.
Your desks
Name the desks clients reach, such as tax, bookkeeping and payroll, and choose for each whether the AI answers, proposes a reply or leaves it to a person.
Your promise
Set the reply-time promise and the signature of each desk, and how many days a request with no reply from the client waits before it closes.
Seven days free
Run it on your own client requests for 7 days with no credit card, then read every reply the AI sent and every request it held.
Questions & answers
AI Tickets for Accounting & Tax Firms: questions & answers
What is client request tracking for an accounting firm?
One list of everything clients asked that needs a follow-up, whatever door they used. AI Tickets opens a request from a call, a chat, an e-mail or a web form, keeps the conversation on it, names the client and shows who holds it and how long it has waited.
Will the AI tell a client where their return stands?
No. A return's progress is not in the knowledge the AI answers from, so that question waits for a person, and the client is told when to expect the answer under the promise you set. The preparer replies from the request, signing as the desk or in their own name.
Can each desk of the firm choose who answers?
Yes. As an AI help desk for tax preparers, it lets each department choose: the AI answers alone, the AI proposes and a person sends, or one person answers. A tax desk set to a person never sends an AI reply, while the front desk can answer hours and directions by itself when the AI is sure enough.
What happens when a request goes past the promised time?
It is marked in the list and the person holding it is told. A request the client never answered closes by itself after the days you set, and the month's answered requests can be exported as a CSV file for the partners.
Can a preparer leave a note for a colleague on a request?
Yes. An internal note is a line for a colleague that the client never sees, kept in the request's history with every step, its time and who did it. Hand the request to another preparer with one selector; in client request management for CPA firms, the list always shows who holds it.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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