Primary ICP

Voice OS for Tax & Accounting Firms

Intake, qualification, booking, routing, reminders, and escalation — without inventing a bot free-for-all.

Call problems we map

High-value prospects call with urgency. Missed intake and unclear next steps lose them after hours.

Intake gaps

Name, issue type, deadline pressure, and callback path never get captured cleanly.

Missed urgency

Notices and time-sensitive matters sit in voicemail while the firm is closed.

Wrong queue

Every caller hits the same path instead of state, service line, or specialist routing.

Workflow map

Illustrative capability path — not a guaranteed outcome or case study.

Tax and accounting Voice OS workflow

Illustrative transcript (sample)

Caller: “I got a notice and I need to talk to someone this week.”
VoxHQ: “I can help get you to the right next step. Can I get your name and whether this is personal or business tax?”
System: Intent: urgent intake · Workflow: qualify + book or escalate

Labeled sample only — not a recorded client call.

Module mapping

  • SignalGate — entry, spam filter, first urgency signal
  • IntentCore — qualify service type and readiness
  • RouteLogic — book, state/service route, or specialist transfer
  • RevenueLoop — reminders and missed-call recovery
  • TrustGrid — approved actions, logs, handoff
What we do not claim: No invented win rates, recovery percentages, or customer testimonials on this page.

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