For accounting and tax firms
Tax season,answered.
Tylum Voice is an intelligent receptionist for accounting and tax firms. During tax season Sam answers every call you send her, handles the routine questions, books appointments and gets the calls that need an accountant to your team, so the phone doesn't decide your day.
The calendar
The dates that ring the phone
| Date | What drives calls | Status |
|---|---|---|
| Jan 15, 2027 | Final 2026 estimated-tax payment | Published by the IRS (Pub. 505) |
| Late January 2027 | IRS starts accepting 2026 returns; "what do I need to bring?" | Not announced yet. Recent openings: Jan 29, 2024; Jan 27, 2025; Jan 26, 2026 (IRS) |
| Mar 15, 2027 | Partnership and S-corporation returns | Projected from the IRS due-date rule |
| Apr 15, 2027 | Individual returns, payments, extension requests | Due date for 2026 individual returns (Pub. 926) |
| Oct 15, 2027 | Extended individual returns | Projected from the six-month extension rule; an extension adds time to file, not to pay (IRS) |
Weekends, holidays and IRS disaster relief can move deadlines. Check IRS.gov; this is not tax advice.
What Sam handles
The calls that repeat all season
Your document checklist, read back the way you wrote it. Sam answers from facts you approve.
Sam books open times in Tylum's built-in calendar while the client is on the line, and on Pro she can also block busy times from Google Calendar or Outlook.
Sam can't see a client's return, but she can explain how your firm handles status questions, point to the IRS Where's My Refund tool if you approve it, and take a message.
Sam gives your approved basics and gets anything that needs judgment, like a client reading an IRS notice, to the right person by your rules. On Pro, urgent and VIP calls transfer with a short briefing.
A detailed message, and a transcript and summary in your inbox after every call.
Billing in a busy month
Predictable when the phone isn't
Tylum bills for the time Sam spends on the line, added up over the month and rounded once, not call by call. Pro is $129 a month with 1,000 minutes: at three minutes a call, about 330 calls.
Extra minutes are $0.20 each. You get an email at 80% and again at 100% of your minutes, and on a paid plan Sam never stops answering, because a receptionist that hangs up in April isn't a receptionist. Month to month, so you can change plans when the season ends. See pricing.
Client data
Keep sensitive details off the phone
Use Sam for scheduling, approved answers, basic intake and routing, not for collecting tax credentials or giving tax advice.
- Set Sam up not to ask for Social Security numbers, bank or card numbers, or tax documents. Send clients to your secure portal instead.
- Calls are recorded by default and transcripts are emailed. Turn recording off if you don't need it, and treat transcripts as stored client data under your firm's security and retention policies.
- Include your phone service in your written information security plan. Tax preparers are covered by the FTC Safeguards Rule, and IRS Publication 4557 is the practical starting point.
General guidance, not legal advice. Tylum makes no compliance claim.
Questions
Accounting firms, briefly
Can an AI receptionist handle tax-season calls for an accounting firm?
An AI receptionist can handle an accounting firm's routine tax-season calls. Tylum Voice answers every call you send it, day and night, with the facts you approve: hours, document checklists, appointment booking, extension basics and where to check a refund. It takes a message, transfers the call when a client asks for a person, and on Pro sends urgent calls to your team with a short briefing.
Can Sam look up a client's refund or return status?
Sam can't look up a client's refund or return status, because she doesn't connect to tax or practice-management software. She can tell callers how your firm handles status questions, point them to the IRS Where's My Refund tool if you approve that, and take a message for your staff.
What does tax season cost on Tylum Voice?
Tylum bills by the time Sam spends on the line, added up over the month. Pro is $129 a month with 1,000 minutes, about 330 three-minute calls, and extra minutes are $0.20 each. You get an email at 80% and 100% of your minutes, and Sam never stops answering on a paid plan.
Should an AI receptionist ask for Social Security numbers?
As a data-minimization practice, set your AI receptionist up not to ask for Social Security numbers, bank details or tax documents, and send clients to your secure portal instead. Tylum records calls by default and recordings and transcripts can hold anything a caller says, so turn recording off if you don't need it.
Does Tylum Voice give tax advice?
Tylum does not give tax advice: Sam answers only from the facts your firm approves and hands questions that need professional judgment to your team.