Answer tax questions and qualify clients on WhatsApp, Instagram Messenger, and website chat before filing season peaks. Collect prior returns, explain your process, and book consults while taxpayers are still choosing an advisor.
Start with a free trial, no credit card required.
Tax Support
AI online
prior-1040.pdf
Voice note
0:15
Dale a tu equipo un lugar único para trabajar, y brinda a los clientes respuestas rápidas que se sienten humanas y consistentes.
Integra WhatsApp, Instagram y chat web en una bandeja de entrada compartida. Dirige las conversaciones a los miembros del equipo con claridad, para que nada se pase por alto y cada transferencia se mantenga responsable.
Los clientes envían capturas de pantalla, notas de voz y documentos. Tu IA comprende todo el contexto y responde al instante, para que tu equipo pueda centrarse en los casos excepcionales que importan.
Soporta a los clientes en su idioma preferido con un tono consistente y respuestas precisas. Expande globalmente sin aumentar el número de empleados.
Automate lead qualification and support across WhatsApp, Instagram, and website chat so your team can focus on high-value conversations.
Filing season floods your inbox with extension questions, document lists, and whether you work with expats or small businesses. CXWizard handles first responses on WhatsApp, Instagram Messenger, and website chat so tax professionals prepare returns instead of retyping the same intake replies.
Taxpayers compare advisors on responsiveness as much as price. Instant answers about what you need to start, typical timelines, and consult availability keep serious clients in your pipeline before they book elsewhere.
Seasonal campaigns and referral bursts need follow-up while anxiety is high. CXWizard explains your process, collects prior-year basics, and books consults while clients are still comparing tax professionals on their phone.
Los chatbots tradicionales necesitan constructores de flujos complejos y no pueden realmente entender a tus clientes. CXWizard utiliza tecnología avanzada de agentes de IA que piensa, entiende y responde de forma natural.
Los chatbots tradicionales se basan en la coincidencia de palabras clave y flujos de automatización preconstruidos. CXWizard utiliza IA que realmente entiende tu negocio y las necesidades únicas de cada cliente.
Integra con tus herramientas favoritas
How tax advisors use CXWizard for client intake and seasonal support on WhatsApp, Instagram, and website chat.
Clients ask about extensions, amended returns, crypto reporting, and whether you handle their state. CXWizard gathers filing status basics, lists required documents, and schedules consults so your preparers start with organized files, not scattered DMs.
Tax conversations include W-2 photos, prior 1040 PDFs, and follow-ups across weeks. CXWizard keeps that context in one thread and knows when a question needs a credentialed preparer, not generic tax tips.
Plans start at $40/month with a 14-day free trial. A handful of additional returns or advisory engagements from faster WhatsApp intake easily covers the monthly fee.
Audit representation, nuanced entity elections, or advice that requires a signed engagement escalate to your team with documents and situation summary attached.
No. Configure the agent with your specialties, compliance-friendly language, and advisory tone so clients feel they are messaging your office, not a tax FAQ bot.
