KT Everyday Tax runs on an AI360°-built stack with 26 active GoHighLevel workflows, 2 configured pipelines, and a voice AI agent answering inbound client calls live in production. It's a working example of what a fully-automated tax prep operation looks like when the infrastructure is built before the busy season, not during it.
Tax prep is an industry where capacity is fixed during the peak and demand isn't. The operational math is brutal: every call that goes to voicemail during tax season is a potential client won by whichever competitor answered theirs. Every document lost in an email thread is a return that stalls. Every client who doesn't get an off-season touchpoint is a renewal that quietly doesn't come back next January.
KT Everyday Tax needed the kind of operational infrastructure that would let the firm run a high-volume tax-prep operation without burning out the team — and that would keep the firm connected to clients through the long quiet stretch between filing seasons.
A voice AI agent answers inbound calls live in production. It's not a generic phone bot — it's tuned for tax-prep inquiries specifically. The agent handles scheduling requests, answers common questions about service offerings and document requirements, captures new-client information, sends document-request links via SMS or email, and only routes genuinely complex cases to a human.
The point isn't replacing the firm's phone presence — it's making sure the firm never misses a call. Tax-season calls that go to voicemail disappear into competitor pipelines. Voice AI catches them all.
The 26 workflows cover the full tax-prep client lifecycle — new client welcome, document collection, engagement letter delivery, filing-status updates, e-signature follow-up, refund notification, extension requests, quarterly-estimate reminders, annual engagement renewal, referral asks, review requests, and off-season nurture. Every transition point that would normally require a staff member to remember is covered by a workflow that runs automatically.
Two pipelines separate the different streams of client work that flow through a tax prep firm — for example, new-client intake vs. returning-client renewal, or individual vs. business filings. The separation lets the firm see at a glance what's happening on each side and spot which pipeline is slipping before it becomes a capacity problem.
Tax prep is a highly seasonal business where the marginal value of a single captured call is enormous during the peak. A voice AI agent running 24/7 means:
KT Everyday Tax is proof that voice AI in a tax firm isn't a roadmap item or a demo — it's working in production. Every firm AI360° talks to about voice AI can be pointed to an existing deployment that has handled real calls from real prospects in a real tax season.
It's also a pressure-test for the workflow library that other CPA firms inherit through the turnkey package. The 26 workflows running at KT Everyday Tax are the same workflows other tax firms adopt — they've already been tested, debugged, and hardened through production use.
Tax preparation firms, CPA practices with a heavy tax-season load, and accounting businesses that are:
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