Automate Your Tax Firm with AI
During tax season, every missed call is a client filing with someone else. Missly answers 24/7, automates document collection, and books consultations — so your firm runs on autopilot even when you're buried in returns.
Talk to the Tax Assistant live.
Click below to call Ava. Try asking about tax document checklists or scheduling a consultation.
Enter your name and number and Ava 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.
Automated Kanban Pipeline
Every new lead becomes a board card that moves through intake, documents, review, and filing without manual data entry.
Instant Google Drive Folders
Ava creates a new client folder on Drive as soon as a prospect is qualified, so document collection starts automatically.
Secure Client Portal
Share sensitive documents through a protected portal instead of unencrypted email or text threads.
Calendar Booking
Books consultations, tax prep appointments, and review calls directly into your calendar.
Live in under 10 minutes.
Connect your number
Port your line or get a new local one in minutes.
Train Ava on your business
Services, pricing, hours, and booking rules — all customizable.
Start capturing every lead
Ava 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.
- 300 Included Minutes / month (Prepaid Top-Ups available)
- 1 dedicated local phone number
- AI Voice Assistant
- SMS Inbox
7-Day Free Trial (Includes 75 AI Minutes)
- 800 Included Minutes / month (Prepaid Top-Ups available)
- Everything in Soloist
- Automated SMS follow-ups
- Send invoices to leads
7-Day Free Trial (Includes 75 AI Minutes)