How Fonitix works for accountants and tax preparers
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.
What the agent does
- Saves each request with the details your team needs and marks urgent ones.
- Books clients into free times in your calendar.
- Answers questions about your services, prices and hours using your own answers.
- Speaks as your client coordinator, in the words of your business.
What you tell Fonitix
A few questions when you set up, so the agent knows your business:
- Which services do you offer?
- How do clients send documents securely?
- Phone number of the preparer who takes urgent notice calls
- Consultation fee (USD, 0 if free)
An example call
An example of the kind of call it handles. Your agent uses your own services, prices and hours.
What you get in your dashboard
- A calendar with your team and services
- An online booking page
- A work board with stages that match your trade
- A card for every customer, with their calls and visits
- Intake forms and documents
- Estimates and invoices
- Payment links and deposits
- Reminders by text or email
What the agent will not do
- Give tax or accounting advice: it collects the facts, books a visit or a call, and hands the case to a person.
- Take a card number over the phone: it sends a secure payment link instead.
- Make up prices, times or promises: it uses only what you have given it, and takes a message when it does not know.
Set up in four steps
- Choose accountants and tax preparers when you sign up, so Fonitix uses the right words for your firm.
- Check the example services and answer a few questions about your business.
- Get your own phone number for the agent and make a test call.
- Share the number. Calls turn into engagements in your dashboard.
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Try it on your own business
Set up your agent for free. Going live starts a 14-day free trial.