MasterTax Agency

AI Agents for Tax Offices: Answer, Book, Automate

MasterTax Agency empowers tax firms with AI agents to handle calls, qualify leads, and book appointments 24/7. Launch your automated system in 14 days.

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Automate Your Tax Office Workflow

MasterTax Agency integrates seamlessly to automate calls, intake, follow-ups, and support, freeing up your team for core tasks.

Never miss a client. Our AI agents answer inbound calls around the clock, capturing leads and qualifying them instantly.

24/7 Call Answering

Trusted by Leading Tax Professionals

Apex Tax Services

"We stopped missing after-hours calls and booked 18 appointments in the first week. MasterTax Agency is a game-changer."

Sarah Chen

Owner, Apex Tax Services

Global ERO Solutions

"The automated intake and follow-up saves my team hours daily. We're more efficient and closing more clients."

Mark Davis

ERO, Global ERO Solutions

Precision Tax Offices

"Our staff can finally focus on preparing returns instead of answering repetitive questions. MasterTax Agency handles the front desk perfectly."

Emily Carter

Manager, Precision Tax Offices

Summit Tax Group

"The missed-call text back feature alone has paid for the service. We're capturing leads we never would have before."

David Rodriguez

Senior Tax Preparer

95%

leads captured

40%

appointment no-shows reduced

30%

staff time freed up

20%

new client acquisition

Tax Office Automation FAQs

Your Questions Answered

Still have questions?

Our team is ready to help. Send us an email and we'll get back to you with the answers you need.

Do I need new software?
Can the AI agent book appointments?
Will the agent handle support queries?

It can triage basic ERO/software support questions, providing general guidance or routing to the appropriate human agent when needed.

How quickly can we launch?
What happens if the AI needs to transfer to a human?

Still have questions?

Our team is ready to help. Send us an email and we'll get back to you with the answers you need.

MasterTax Agency is revolutionizing tax preparation by providing intelligent AI agents that automate client interactions. Our goal is to empower tax firms to scale efficiently and deliver exceptional service.

We are MasterTax Agency and we will
elevate your tax business
Learn More

Experience AI Lead Qualification

Interact with our AI agent to see how it qualifies leads, asks crucial questions, and books appointments for your tax office.

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Automate Client Intake

Reduce manual data entry and qualify leads faster.
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Boost Appointment Booking

Never miss a booking with 24/7 AI availability.
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Enhance Client Follow-up

Keep clients engaged with automated reminders and updates.
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41k
10k
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