Tax and labor firms

Questions pile up at filing time. Laney answers first

Questions pile up at filing time.
Laney answers first

Filing season means the phone never stops

What tax and labor firms run into.

1. The same questions all day
In May, calls about deadlines and documents pour in. The day goes to repeating the same guide to every client.
2. Documents arrive at the deadline
Bookkeeping clients need several reminders to send documents. The later they arrive, the less time there is to review.
3. New inquiries wait
While staff serve existing clients, new inquiries wait. Late replies rarely turn into bookkeeping contracts.

Laney repeats the guidance. Experts make the calls

What tax and labor firms use with Laney.

1. AI inbound messaging
Answers common questions like deadlines and document lists at once. Questions needing judgment go to the assigned accountant or labor attorney.
2. Message sending
Sends notices timed to VAT and income-tax deadlines, and the same agent-consent guide to every client.
3. Workflow management
Re-requests documents on set dates from clients who have not sent them. See who is still missing on one screen.
4. Form management
Sends each client a request form with the documents and questions you need. Clients fill it in on their phone.
5. Unified inbox and staff handoff
Payroll and social-insurance questions go straight to the right staff, who answer with the client’s history in view.
6. Search-optimized website
Presents your services in a structure search and AI answers read well. Website inquiries turn straight into consultation bookings.

1. AI inbound messaging
Answers common questions like deadlines and document lists at once. Questions needing judgment go to the assigned accountant or labor attorney.
2. Message sending
Sends notices timed to VAT and income-tax deadlines, and the same agent-consent guide to every client.
3. Workflow management
Re-requests documents on set dates from clients who have not sent them. See who is still missing on one screen.
4. Form management
Sends each client a request form with the documents and questions you need. Clients fill it in on their phone.
5. Unified inbox and staff handoff
Payroll and social-insurance questions go straight to the right staff, who answer with the client’s history in view.
6. Search-optimized website
Presents your services in a structure search and AI answers read well. Website inquiries turn straight into consultation bookings.

1. AI inbound messaging
Answers common questions like deadlines and document lists at once. Questions needing judgment go to the assigned accountant or labor attorney.
2. Message sending
Sends notices timed to VAT and income-tax deadlines, and the same agent-consent guide to every client.
3. Workflow management
Re-requests documents on set dates from clients who have not sent them. See who is still missing on one screen.
4. Form management
Sends each client a request form with the documents and questions you need. Clients fill it in on their phone.
5. Unified inbox and staff handoff
Payroll and social-insurance questions go straight to the right staff, who answer with the client’s history in view.
6. Search-optimized website
Presents your services in a structure search and AI answers read well. Website inquiries turn straight into consultation bookings.

1. AI inbound messaging
Answers common questions like deadlines and document lists at once. Questions needing judgment go to the assigned accountant or labor attorney.
2. Message sending
Sends notices timed to VAT and income-tax deadlines, and the same agent-consent guide to every client.
3. Workflow management
Re-requests documents on set dates from clients who have not sent them. See who is still missing on one screen.
4. Form management
Sends each client a request form with the documents and questions you need. Clients fill it in on their phone.
5. Unified inbox and staff handoff
Payroll and social-insurance questions go straight to the right staff, who answer with the client’s history in view.
6. Search-optimized website
Presents your services in a structure search and AI answers read well. Website inquiries turn straight into consultation bookings.

FAQ

What do we need to prepare?

Share your common questions and answers, practice areas and consultation fees. Include any instructions you send to clients.

Does the AI give tax advice?

No. The AI gives only the information the firm has set. Questions that need a judgment go to the tax accountant or labor attorney in charge.

Can we use it for existing clients?

Yes. It answers existing clients and sends notices on the filing calendar.

Other industries

We will suggest the setup that fits your firm

We pick only what you need for your current website, inquiries and booking flow.