A small-business owner calls at 9pm two days before an IRS deadline. The office is closed. LoopLogic's AI phone receptionist answers in a natural voice, captures the extension request and the missing documents, and books the consultation on the very first contact — so your firm picks up +28% more engagements while staying closed for the night.
Business owners act on the first firm that picks up — not the one with the closest office. Every unanswered ring, every IRS-deadline extension request that hasn't been captured by 9am, every 1099 document-collection ticket that bounces across three phone tags is an engagement a competing firm just signed.
A small-business owner calls about an extension request two days before the deadline. A new prospect rings about a 1099 filing at dinnertime. The office is closed. By the time the partner calls back at 9am, the engagement has been signed by whichever firm picked up first.
We answer in under 30 seconds, capture the deadline and entity type, and route it.
A client needs a 4868 extension filed tonight. The partner inbox is full, the admin is on another line, and the extension request lands in voicemail six hours before the IRS cutoff. The client files a paper extension themselves and quietly switches preparers for next year.
Extension-request, entity type, and fee authorization are captured on the very first contact.
Where is the K-1. Where is the 1099-INT. The receipts were dropped off last week. Three phone tags across three weeks, bookkeeping slips, partners chase missing documents, and the engagement closes a month late.
Document-collection SMS + email sequences fire the same minute the ticket opens.
The voice is tuned to how tax and bookkeeping firms actually intake new engagements. It collects the entity type, IRS deadline, current preparer, and documents on hand on the first call — and either books the consultation itself or routes an extension-request escalation to the on-call partner before the cutoff.
Natural-sounding voice tuned to how tax and bookkeeping firms actually intake. Collects the entity type, deadline, current preparer, and documents on hand — then books the consultation or routes an IRS-deadline escalation to the on-call partner.
Every tax-season call recovered.
Drops appointments straight into QuickBooks, Xero, Karbon, TaxDome, or Google Calendar — client, entity type, deadline, and documents-on-hand pre-attached so the preparer walks in briefed.
No new tool to learn.
If a caller hangs up before booking or before the document list is captured, a multi-step sequence goes out from your firm number within minutes. Replies route back to the CRM and trigger the partner callback with the engagement context already on file.
Every deadline-window kept.
A local-service office replaced their after-hours voicemail with a LoopLogic AI intake flow tuned to the way their front desk actually books and follows up on new engagements.
One-time build fee for the intake flow we design together, then a flat monthly retainer. Most firms start on Starter and grow into Growth within the first six months.
Free 45-minute walkthrough. We map how your after-hours calls, IRS extension requests, and 1099 document follow-ups move through the office today — and tell you which plan fits before any tool gets touched.
The local services where one new customer covers the install.
Enterprise-grade systems, no developers on your payroll.