Will Voksha try to give specific tax advice if a caller asks a direct tax question?

For Accounting Firms

No, and firms should configure the script explicitly to avoid this. Voksha is built to screen, schedule, and answer general service questions, what services you offer, roughly how pricing works, what documents are needed for an appointment, when deadlines fall, not to interpret a caller's specific tax situation or give advice that constitutes practicing as a CPA or enrolled agent. If a caller asks something like whether they should deduct a home office expense or how a specific transaction should be reported, the correct behavior is for Voksha to acknowledge the question, explain that this needs a preparer's direct review, and either book a consultation or flag the caller for a callback rather than attempting an answer. This is not just a product limitation, it is the right approach for firms regardless of who is answering the phone: front-desk staff and receptionists are trained the same way, general information yes, specific tax guidance no, because giving incorrect advice creates real liability exposure for the firm, and Circular 230 practitioner obligations apply to advice given by preparers, not general front-desk information sharing. During setup, firms should review the qualifying script and confirm the boundary is where they want it, some firms are comfortable having Voksha state general information like standard deduction amounts or filing deadlines, while others prefer to keep every substantive question routed to a preparer regardless of how basic it seems. Getting this boundary right protects the firm from liability and also sets accurate caller expectations, someone calling with a genuine tax question should come away understanding they will get real advice from a qualified preparer, not a definitive answer from the phone system itself.