Tax season, handled. No tax advice, no SSNs by phone.
Fonitix books consultations, sends the document checklist and marks IRS notices as urgent for a preparer. It never estimates a refund or asks for a social security number.
- Consultations booked with the right preparer
- IRS notices and deadlines marked urgent
- Documents only through your secure channel
Example call
Caller: I am self-employed and I need someone to do my taxes. Also I got a letter from the IRS.
Agent: I can book you with a preparer. I cannot advise on the letter, but I will mark it urgent. What is the date on it, and the response date?
Caller: It is dated the 3rd, and it says respond within 30 days.
Agent: Thank you, I have written that down. May I have your name and the best number?
An illustration of how the agent talks, not a recording.
One receptionist, three kinds of work
Every business is a mix of these. Your industry setup decides which ones your agent does and which words it uses.
Orders
Takes an order from your menu or product list, prices it from your data and sends it to your board.
Appointments
Finds a free time, books it, moves it and reminds the customer.
Requests
Asks the right questions for your trade, records the request and alerts a person when it is urgent.
- 1Pick your industryWe fill in example services, hours, questions and the way the agent speaks.
- 2Check and adjustChange prices, add your answers and rules. It takes a few minutes.
- 3Get your own numberStart the free trial, get a phone number and your agent starts answering.
Simple monthly prices
Set up your agent for free. Going live starts a 14-day free trial: you pay $5 once for your own phone number, and the plan is charged after the trial.
Starter
$199/month
- AI phone agent, 24/7
- Your industry setup: words, questions, limits
- Call log and recordings
- Orders board or services list
Pro
$349/month
- Everything in Starter
- Your public page and kiosk
- Advanced analytics
- Knowledge base and custom greeting
Pro+
$659/month
- Everything in Pro
- Several locations
- Priority support
- Deeper integrations as they open
Yearly billing saves 20%.
Questions
How much will my refund be?
I cannot estimate that. A preparer can go through it at a consultation.
Can I email you my SSN?
Please do not send it by email or phone. Use the firm's secure upload; I can tell you how.
What should I bring?
Please see the document checklist in the business information.
Can I deduct this?
I cannot say. A preparer can answer that with your full picture at a consultation.
I got a letter from the IRS. What do I do?
I cannot advise on that. I will mark it urgent and write down the dates on the letter so a preparer can call you back first.
Does it replace my staff?
No. It answers the phone when your team is busy or closed, does the routine work (orders, bookings, requests) and passes anything unusual to a person.
Does the agent say it is an AI?
Yes. For most industries the agent says it is an AI assistant and that the call may be recorded, and answers honestly if asked.
Will it give medical, legal or insurance advice?
Never. In regulated fields the agent collects facts (who, what, how urgent), books a visit or consultation and hands over to a person. Emergencies are sent to 911.
What if the agent does not know something?
It says so, takes a message and lets your team follow up. It never invents prices or times.
Do I need a new phone number?
You get a dedicated number for the agent (one-time $5) and can forward your existing line to it.
How long does setup take?
Most businesses are ready in a few minutes: pick your industry, check the example services and answer a handful of questions.
Can I cancel?
Yes. Cancel before the 14-day trial ends and you pay nothing more.