Can we customize what Voksha asks callers about their tax situation?

For Accounting Firms

Yes, and for this industry the qualifying questions are one of the most important parts of setup, since screening high-value business clients from simple DIY-adjacent filers is a core reason firms adopt Voksha in the first place. During setup you define the questions Voksha asks new callers: entity type (sole proprietor, LLC, S-Corp, C-Corp), estimated annual revenue, whether they need ongoing bookkeeping or a one-time filing, whether the business has multi-state or international operations, and what triggered the call (new business, dissatisfied with current accountant, referral). You control both the questions and what happens with the answers, some firms want every caller booked regardless of answers with the qualifying data just attached to the calendar invite for the partner to review beforehand, while others want Voksha to prioritize scheduling for callers who meet a revenue or complexity threshold and redirect simpler 1040-only callers to a self-service page or a lower-tier associate. You can also customize what Voksha is allowed to say about pricing, some firms want exact fee ranges quoted for standard services, others prefer Voksha state that pricing depends on complexity and gets confirmed on the consultation call. None of this requires ongoing technical maintenance, changes to the qualifying script or routing logic are made through your account settings and typically take effect immediately, which matters if you want to tighten screening criteria once your calendar fills up in March.