Tax season fills your phones. Your preparers stay on the returns.
ModPhone is a virtual employee for your front desk. It answers every call during tax season and after hours, tells clients what to bring, books appointments on your calendar, texts them your intake or upload link, and transfers the call to a preparer, with the details in the call summary. It answers from your own website and documents, 24/7, in 30+ languages.
1,500+ calls a month answered for Greenville Humane Society, in English and Spanish, around the clock.
1,400+ calls since March on a large school district’s parent line, 95% of them after the office closed.
Tax firms and auto shops use it for client questions, transfers and appointments.
Read the customer stories →Offices it works for
Tax preparation offices
Tax-season surges, new-client questions, what to bring and appointment booking, answered around the clock.
CPA and accounting firms
Client calls answered and routed to the right partner or department, with a summary of what the caller needs.
Bookkeeping practices
New-client inquiries, routine questions and scheduling handled without interrupting the month-end work.
Enrolled agents and tax resolution
Questions about notices and payment plans answered or put through to your team, with a summary of each call.
Payroll services
Routine questions answered from your own documents, with anything account-specific routed to your staff.
Multi-Location tax offices
One agent for every office, with the right hours, address and routing for each location.
What changes in tax season.
Between January and April the phones ring all day, and most calls are the same handful of questions: are you taking new clients, what do I need to bring, how much does a return cost, where are you, and can I get an appointment this week. ModPhone answers those from your own website and the documents you give it, in English, Spanish and more than 30 other languages.
When a caller wants to book, it checks your Google Calendar or Outlook availability and puts the appointment on the calendar. When they need to send documents, it can text them your intake form or upload link during the call. When a question needs a preparer, it transfers the call or takes a detailed message, and you get the transcript and summary by email the moment the call ends.
After hours and on weekends the same agent keeps answering, so calls that used to go to voicemail become booked appointments. Setup takes about 10 minutes: point it at your website, review what it learned, and pick a phone number. Your first 30 days are free, with a real phone number included and no credit card.
Questions tax and accounting firms ask
Can ModPhone handle tax-season call volume?
Yes. ModPhone answers 24/7 and handles the routine questions itself (new clients, what to bring, pricing, hours and appointments), so your preparers only get the calls that need them. After hours and on weekends it keeps answering instead of sending callers to voicemail.
Can it tell clients what documents to bring?
Yes. Add your document checklist to its knowledge base, or let it read the page on your website, and it answers from that. It can also text the caller the checklist or your intake link during the call.
Will it give tax advice?
You set the boundaries. Typically it answers questions about your firm, services, process and schedule from the information you give it, and hands anything that needs a professional's judgment to a preparer with the details already captured.
Does it work with our calendar?
Yes. ModPhone books appointments into Google Calendar or Outlook / Microsoft 365 based on your real availability, so the booking lands on your calendar like any other appointment.
How long does setup take?
About 10 minutes. Enter your website, review and edit what it learned, and pick a local number. You can hear it answer as your firm on your own website first, in about 30 seconds, with no signup.
What does it cost?
Plans start at $49 a month. The first 30 days are free, with a real US phone number, 100 voice minutes and 100 texts included, and no credit card to start.
ModPhone in your city
Answer every call this tax season.
Try it on your own website in about 30 seconds, or start a free 30-day trial with a real phone number included. No credit card.