Kyra for · ACCOUNTANTS · MK-01
Survive tax season without hiring a seasonal receptionist.
Kyra takes the flood of January–April calls — new-client intake, appointment bookings, status questions — so your team can actually file returns instead of answering phones. Pair it with a weekly "please send your docs" SMS blast from your tax software and you've replaced the seasonal receptionist.
Section 01 · Pain points
Sound familiar?
- Tax season turns your phone into a full-time job for someone.
- "When's my return ready?" asked 50 times a day.
- New-client intake calls eating billable hours.
- Paying a seasonal receptionist 4 months of salary for 12 weeks of work.
Section 02 · Use cases
Here's what Kyra handles.
Screen new-client inquiries
Individual or business? State? Rough income range? She captures it and books an intake only for clients that fit your practice — so your team never spends 20 minutes on a caller you'd decline anyway.
Answer "is my return done yet?" a hundred times
Connected to the status system you already keep, she gives real answers — not "we'll get back to you."
Book intake calls during the off hours
Prospects shopping CPAs on a Sunday night? Kyra books them into Monday morning slots while you sleep, card-on-file for the consult.
Section 03 · Recommended configuration
We recommend Growth.
Your website, built by your AI employee.
- Full AI-built website (up to 15 pages)
- 1 custom domain with free SSL
- Basic SEO (schema, sitemap, llms.txt)
Section 04 · FAQ
Questions accountants ask.
Does she handle sensitive tax data?
No. Kyra handles logistics (appointments, intake, status updates) — never taxpayer data like SSNs, income, or tax balances. That stays in your tax software.
Can she chase missing documents for me?
She doesn't pull from your tax software's missing-doc list (no integration today), but she can answer inbound "what do you need from me?" questions and remind callers about the docs in your engagement letter.
What about during the off-season?
Downgrade to Starter in May and back up in January — you pay for the season you're in.
Commission
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