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.
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Dê à sua equipe um espaço único para trabalhar, e dê aos clientes respostas rápidas que parecem humanas e consistentes.
Traga o WhatsApp, Instagram e bate-papo na web para uma caixa de entrada compartilhada. Direcione conversas para membros da equipe com clareza para que nada seja perdido e todas as transferências sejam responsáveis.
Os clientes enviam capturas de tela, notas de voz e documentos. Sua IA entende todo o contexto e responde instantaneamente para que sua equipe possa se concentrar nos casos importantes.
Apoie os clientes no idioma de sua preferência com tom consistente e respostas precisas. Expanda-se globalmente sem aumentar o número de funcionários.
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.
Chatbots tradicionais precisam de criadores de fluxo complexos e não conseguem entender realmente seus clientes. CXWizard utiliza tecnologia avançada de agentes de IA que pensa, entende e responde naturalmente.
Chatbots tradicionais dependem de correspondência de palavras-chave e fluxos de automação pré-construídos. CXWizard usa IA que realmente entende seu negócio e as necessidades únicas de cada cliente.
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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.
