Built for tax professionals & accountants

Stop Chasing Documents. Start Preparing Returns.

The AI Voice & SMS receptionist built for Tax Professionals. Missly handles client phone calls, answers status questions, and texts secure portal links—so you can focus on tax prep without interruptions.

Start 7-Day Free Trial Test Tax AI Demo

Try it live

Talk to the Tax Assistant live.

Click below to receive a call from Missly AI. Try asking about tax document checklists or scheduling a consultation.

Enter your name and number and Missly AI will call your phone right away — no microphone or app needed.

Built for tax season.

From first call to filed return, every feature is designed to capture the clients you're missing today.

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Automated Kanban Pipeline

Every new lead becomes a board card that moves through intake, documents, review, and filing without manual data entry.

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Instant Upload & Deliverable Folders

Missly AI creates organized upload and deliverable folders as soon as a prospect is qualified, so document collection starts automatically.

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Secure Client Portal

Share sensitive documents through a protected portal instead of unencrypted email or text threads.

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Calendar Booking

Books consultations, tax prep appointments, and review calls directly into your calendar.

Live in under 10 minutes.

Get your new number

Receive a dedicated business phone number during setup.

Train Missly AI on your business

Services, pricing, hours, and booking rules — all customizable.

Start capturing every lead

Missly AI answers, qualifies, and books while you're on the job.

Simple, honest pricing.

Start with Soloist. Upgrade when you're ready.

No Surprise Billing — add prepaid minutes anytime. No automatic overage charges.

For solo operators who just need every call answered

Soloist

$149/mo

300 included minutes

AI Voice Receptionist
Calendar Sync
Inbound SMS
Email Notifications
Standard Support

Start 7-Day Free Trial

7-Day Free Trial (Includes 75 AI Minutes)