Tax season breaks your phones. Don't let it break your pipeline.

Yes. Brainova Talk handles unlimited simultaneous calls with no hold times, busy signals, or voicemail. Whether your firm receives 20 calls/day or 200, every caller gets an immediate response. The AI schedules appointments, answers document-checklist questions, and captures new-client leads — the exact tasks that overwhelm staff between January and April. You set the scripts, qualifying questions, and routing rules; the AI follows them on every call. Scales back automatically after April 15 — you don’t pay for capacity you no longer need.

The AI asks your firm’s qualifying questions in natural conversation: individual vs. business filing, entity type (LLC, S-Corp, C-Corp, sole prop), estimated annual revenue, number of employees, industry, current accounting situation, and what prompted them to seek a new CPA. Every response is captured in structured format and delivered to your CRM or practice-management system with a complete intake profile — not a voicemail saying "I need my taxes done, call me back." Your team evaluates pre-qualified prospects instead of fielding discovery calls.

Yes. All data is encrypted with AES-256 at rest and TLS 1.3 in transit. Sensitive identifiers — SSNs, ITINs, SINs, bank account numbers — are masked in call transcripts and transmitted only to your secure practice-management system. Infrastructure is SOC 2 Type II with formal audit underway. Your firm’s data is fully isolated, never shared with other firms, and never used to train AI models. You maintain full ownership of all call data and client records, and you control retention and deletion timelines.

Yes. Brainova Talk integrates with all major practice-management platforms — TaxDome, Canopy, Karbon, QuickBooks Online Accountant, Xero Practice Manager, and CCH Axcess. New leads are created automatically with intake data populated; consultations are booked directly into CPA calendars synced from your platform. If your firm uses a different system — a niche tax tool, a general CRM, or a custom/legacy platform — we build the integration for you. Our team handles the full setup, so no in-house development is required.

Yes. You configure document checklists per service type and client situation; the AI communicates the correct list to each caller. An individual W-2 employee gets a different checklist than a small-business owner with rental properties or a non-profit treasurer. The AI covers W-2s, 1099s, T4s, T5s, K-1s, P&L statements, charitable-donation receipts, mortgage-interest statements, and any other documents you specify. This reduces appointment no-shows caused by unprepared clients.

You configure each CPA’s specialties — individual tax, business tax, non-profit, estate, tax planning, bookkeeping — and the AI routes bookings accordingly. When a caller describes their situation, the AI identifies which CPA is the best match and books directly into their available slots. If the best-match CPA is fully booked, the AI offers the next qualified specialist. No receptionist judgment calls; no misrouted appointments.

Yes. Brainova Talk runs outbound campaigns for quarterly estimate deadlines (Apr 15, Jun 15, Sep 15, Jan 15), document chase during filing season, and engagement-letter follow-up. You upload your client list (or sync from your PMS), set the message and timing, and the AI calls each client. Each call offers to book a CPA review if relevant, tracks who was reached, and flags clients who need human follow-up. Firms typically save 40+ staff hours per quarterly cycle.

The AI answers within two rings, 24/7 — including evenings, weekends, and holidays. New-prospect intake runs in full; your team wakes up to pre-qualified leads ready for morning consults. Existing-client calls are recognized via caller ID and routed per your rules — some firms take a message for next-business-day callback, others route urgent matters to an on-call partner via text or email notification. The rules are yours to set.

Plans are custom and scale with call volume, outbound campaign scope, and integration complexity. Most accounting firms invest in the low-to-mid four figures per month, all-in: setup, custom qualification flows, PM-system integration, outbound campaigns, and ongoing optimization included. Compare to a seasonal receptionist ($2,500–$3,500/month for 3–4 months plus training) or an outsourced answering service ($1,500–$3,000/month) that doesn’t understand T1/T2/1040 terminology. There’s no separate setup fee and no annual lock-in by default — most firms run month-to-month so you keep going only if it’s working. We’ll quote your firm’s exact number on the demo call.

Ten to fourteen business days from kickoff to live. Our team handles the full setup — phone integration, PMS integration, qualification-flow design, voice tuning, and a parallel test phase against real call recordings. Firms that start engagement in November or December are fully live before January volume ramps. Mid-season starts are possible; we’ve taken firms live in under a week when needed.