Capture Every Client Call — Even in the Middle of Tax Season
CallFrame routes by service type, delivers document checklists, and schedules with deadline awareness — so your accountants stay focused on returns and your clients never feel ignored.
The Problem
Tax Season Volume Is 5-10x Normal
Between January and April, your call volume explodes. Clients need appointments, have questions about deductions, and want status updates on their returns. Your staff is already working 60-hour weeks preparing returns — they cannot also handle 10x the normal phone volume.
Document Collection Is Endless Back-and-Forth
Every tax client needs to submit W-2s, 1099s, mortgage statements, charitable receipts, and more. They call to ask what they need, whether you received what they sent, and where to send the rest. This document chase consumes hours of staff time every single day during tax season.
Complex Intake Varies by Entity Type
An individual 1040, an LLC partnership return, an S-corp with payroll, and a nonprofit 990 all require completely different intake processes, document sets, and expertise. Routing the wrong client type to the wrong accountant wastes everyone's time and creates errors.
How CallFrame Handles It
Service Type Routing
Routes calls by service — tax preparation, advisory, bookkeeping, payroll, audit support — to the right department or specialist. Individual tax callers don't end up in your corporate advisory queue.
Document Checklist Delivery
Sends callers the specific document checklist for their entity type via text or email. Tracks which documents have been received and reminds them about what's still missing.
Deadline-Aware Scheduling
Knows the critical deadlines — April 15, October 15, quarterly estimated payments, payroll deposits — and schedules appointments with appropriate urgency as deadlines approach.
Entity Type Capture
Classifies new clients by entity type — individual, LLC, S-corp, C-corp, partnership, nonprofit — and captures the details specific to their structure so your CPAs are prepared before the first meeting.
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Ready to Handle Every Client Call — Even at Peak Tax Season?
Stop losing accounting firms jobs to voicemail. CallFrame answers every call in 3 seconds.
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