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TX Concierge

AI Solution for Tax Professionals

Version

0.1

Released

January 2, 2026

Certifications

PCIGDPR

The TX Concierge Voice AI service is an intelligent phone agent that answers calls, speaks naturally with clients, and performs office tasks automatically. It uses conversational AI to transform how tax preparation businesses handle their communications.

Think of it as a virtual receptionist trained specifically for tax preparation businesses.

Key Features

Greet callers 24/7
Answer common tax questions
Schedule appointments
Collect client intake information
Take messages
Route or transfer calls
Provide status updates during tax season
Educate clients on 2025 Tax Code

See TX Concierge in Action

Experience TX Concierge Today

See how our AI agent can transform your tax preparation business communications.