FOR TAX OFFICES IN THE UNITED STATES
Personal and business taxes in the United States.
Built for tax offices serving individuals and businesses in the United States. Your AI assistant receives documents, organizes inquiries and prepares appointments through WhatsApp. Your team reviews and decides.
For offices serving individuals and businesses in the U.S.
Your team reviews.
Your office decides.
CONNECT YOUR OFFICE TOOLS
Integrations with leading platforms
Integrations depend on configuration and the services contracted.
Reference platforms. Availability is defined for each office.
EXPLORE THE CONVERSATION
How your office talks with clients on WhatsApp.
Choose an example and scroll inside the phone to read the full conversation. You can also use the navigation buttons.
Demonstration with fictional messages. It does not send messages, receive files or provide tax advice.
Hi. I’d like to prepare my personal taxes. What does the office need?
I’m the office’s AI assistant. The team’s checklist for this example calls for your income documents and an expense summary.
I’ve sent the income documents. I still need to send the expense summary.
I’ll mark those documents as received for review. The expense summary is still outstanding.
I also want to ask about the use of my vehicle.
I’ve added your question to the accountant’s summary. Your professional will review the documents and discuss it with you.
End of example
Hi. We’d like to get ready for our business taxes.
I’m the office’s AI assistant. I can help organize the documents the team requests. What have you sent so far?
We sent the income summary. The expense breakdown is still outstanding.
I’ll mark it as received for review; expenses are still outstanding. The team validates the information before proceeding.
Can you leave a question for the accountant before our appointment?
Yes. Share your question and I’ll add it to the business context for the professional to review.
End of example
I’d like an appointment this week to discuss my taxes.
I’m the office’s AI assistant. Which days and times work for you?
Wednesday morning.
I’ll note your preference to coordinate with the team’s availability. Appointments are confirmed according to the office’s guidelines.
Great. I also have a question for the meeting.
You can leave it here and I’ll add it to the pre-meeting summary. Your office chooses whether appointments are recorded in Google Calendar or the TAXORA calendar.
End of example
Illustrative demonstration · Fictional conversations and data
FROM A MESSAGE TO A NEXT STEP
The conversation starts on WhatsApp. Your team gets the context.
Clients share documents and questions. TAXORA brings together what arrived, requests missing items and prepares a summary so your accountant can start the appointment with a clearer picture.
- 01
Receive and organize
Client documents and inquiries brought together using your office’s guidelines.
- 02
Ask for what’s missing
Request outstanding items defined by your team and keep the conversation moving.
- 03
Prepare for review
Keep context and questions at hand. Your professional reviews and decides.
TEAM VIEW · EXAMPLE
TAXORAA clearer starting point for review.
Reported expenses and questions are for your accountant to review. Receiving a document does not mean validating it.
Illustrative demonstration · Fictional conversations and data
BEYOND TAX SEASON
An active office.
A year-round assistant.
Configure support around the services your office offers. One point of contact for individuals and businesses.
Personal & business taxes
A more organized start, from the first message.
Request documents defined by your office, collect questions, and share status updates and next steps enabled by your team.
- Documents by client type
- Outstanding item follow-up
- Appointment preparation
Bookkeeping
Keep documents moving.
Support recurring document collection and organize questions so your team can review the information and focus on the accounting work.
- Document requests
- Recurring follow-up
- Questions for your team
Company formation
Every new venture starts with context.
Collect initial information and questions from people looking to form a company. Prepare the case and route it to the responsible professional.
- Initial inquiries
- Organized background information
- Professional handoff
Business consulting
Better conversations, better prepared.
Gather the purpose of the consultation, questions and business context before the meeting. Your advisor owns the analysis and recommendations.
- Consultation goals
- Questions before the meeting
- Advisor coordination
Team calendar
•••EXAMPLE WEEK
I’d like an appointment this week.
Illustrative demonstration · Fictional conversations and data
AN APPOINTMENT STARTS WITH A MESSAGE
Your team, your calendar.
Clients request appointments through WhatsApp. Your office chooses where they are recorded and how they are coordinated, based on your team’s availability.
Together, we define the calendar, working hours and confirmation guidelines.
THE CONVERSATION CONTINUES INSIDE YOUR OFFICE
A clear view of outstanding work.
TAXORA’s integrated back office brings together clients, tasks, stages and document status. Your team can follow the work that starts on WhatsApp.
Office workflow
EXAMPLETo complete
One document missing
For review
Documents received
Next step
Question for the team
Your professional judgment leads the way.
Your office defines what the assistant can answer and what information it shares. Accounting and tax decisions, financial statement reviews and tax return filing remain the responsibility of qualified professionals.
WITH YOUR OFFICE’S IDENTITY
Your name, your way of helping.
Your office chooses the assistant’s name, tone and communication guidelines. Its messages reflect your office’s identity and are identified as coming from an AI assistant.
The principal can also authorize their voice for preconfigured audio messages, clearly identified as automated.
IDENTITY EXAMPLE
Your office
AI assistant
LET’S TALK ABOUT YOUR OFFICE
Give your team time for what they do best.
Tell us how you support clients today. We’ll show you how TAXORA can help with document collection, inquiries and appointment coordination.
Miami, FL 33126
We’ll use your details to respond to this inquiry. Don’t send tax documents, passwords or sensitive information.
Request a demo
hello@dotai.laBusiness inquiries only. Do not send tax returns, identification numbers, passwords or tax documents through this channel.