Tax season moves fast.
Your website shouldn't make clients wait.
KontactFlow answers questions and captures leads 24/7 — even when you're with another client or in the middle of a return. Setup takes 15 minutes.
Handles the questions that pull you away from returns.
January inquiries captured instantly
Clients searching for a tax preparer in January don't wait — if your website can't answer their questions immediately, they call the next firm on the list. The AI responds the moment they land.
Overflow during peak season
From February through April your phone is constantly busy. The AI captures every website visitor who has a question, without you lifting a finger or missing a return deadline.
After-hours questions answered correctly
"Do you handle LLCs?" "What documents do I need?" "Do you do quarterly estimates?" — the AI answers based on your actual services, day or night, without you being available.
Never gives tax or financial advice
The AI answers questions about your services and helps schedule consultations. It never advises on deductions, tax positions, or financial strategies. Compliance is built in and cannot be disabled.
What is a missed client worth during filing season?
For a solo tax preparer or small CPA firm, capturing 2–4 additional clients per month during peak filing season can represent an estimated $600–$2,400 in additional revenue per month — based on industry averages for individual and small business filing fees.
“February through April I can't answer the phone — I'm filing all day. KontactFlow captures the people who land on my website after hours, answers their basic questions, and has their contact info waiting for me when I come up for air. I picked up several new clients last season I would have lost otherwise.”