Handle Tax Season Call Volume Without Seasonal Staff
Tax season brings 10x call volume your team can't handle. Voksha answers every call, schedules consultations, screens potential clients, and answers service questions—capturing $2,000-20,000 client opportunities your competitors miss.
Challenges Accounting Firms Face
Sound familiar? You're not alone.
Tax season call surge overwhelming—January-April brings 500-1000% increase in call volume
Missing new client inquiries—every missed call is potential $2,000-20,000 annual client
Staff stressed during busy season—CPAs juggling phones, returns, and deadlines simultaneously
Difficulty screening qualified clients—wasting time on DIY filers vs business clients willing to pay
Consultation scheduling taking forever—leads go cold while waiting days for callback
After-hours calls going unanswered—business owners calling at night after reviewing finances
Service questions repeated endlessly—same questions about pricing, deadlines, documents needed
How Voksha Solves These Problems
Built specifically for accounting firms.
Tax season call handling—answer every call during January-April surge without hiring temp staff
Consultation scheduling—book intro meetings, tax planning, business advisory, and CFO services
Client screening—ask qualifying questions about business size, revenue, entity type, needs
Service information—answer questions about tax prep, bookkeeping, payroll, advisory, pricing
Document collection coordination—guide clients through uploading W2s, 1099s, receipts, etc.
Deadline reminders—notify clients about tax deadlines, quarterly estimates, extension dates
Engagement letter follow-up—ensure new clients complete paperwork before work begins
Common Use Cases
See how accounting firms use Voksha every day.
Tax Season Overflow
Handle 10x call volume during January-April without hiring seasonal staff or missing high-value clients.
Consultation Booking
Schedule tax planning, business advisory, CFO services, and new client meetings based on CPA availability.
Client Screening
Ask qualifying questions about business size, revenue, complexity to prioritize high-value opportunities.
Service Information
Answer common questions about tax prep, bookkeeping, payroll, advisory services, and pricing.
"Last tax season we hired 2 temp receptionists for $12K and still missed calls. This year Voksha handled everything—answered 2,400+ calls, booked 180 consultations, and captured 45 new clients. ROI was 50x."
Frequently Asked Questions
Everything you need to know about Voksha for accounting firms.
How does Voksha handle the tax season call surge?
Voksha scales instantly from 20 calls/day off-season to 200+ calls/day during January-April without any setup changes. It answers every call within 3 seconds, schedules consultations, screens clients, and provides service information—eliminating the need for temp staff.
Can it screen potential clients to prioritize high-value opportunities?
Yes. Voksha asks qualifying questions about business entity (LLC, S-Corp, C-Corp), annual revenue, complexity (multi-state, international), and service needs. High-value business clients get priority scheduling, while simple DIY filers can be redirected or scheduled accordingly.
Does it integrate with accounting practice management software?
Yes. Voksha integrates with Karbon, Practice Ignition, Financial Cents, QuickBooks Practice, and other platforms. Client information, appointments, and engagement details sync automatically.
How does it help with new client onboarding?
Voksha schedules initial consultations, explains your service offerings and pricing, sends engagement letters, and guides clients through document submission. This streamlines onboarding so CPAs only engage with qualified, ready-to-sign clients.
Can it handle service questions without bothering CPAs?
Yes. Voksha answers common questions about tax preparation, bookkeeping, payroll, advisory services, pricing, deadlines, and documents needed. Only complex technical questions or specific tax advice gets routed to CPAs.
Handle Tax Season Without Hiring Temps
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