AI Receptionist for Tax Offices
Sofia is Conecta's bilingual AI receptionist built specifically for tax offices. She answers calls in English and Spanish, books and edits appointments, checks documents and e-signatures, knows when callers have a balance due, and connects every call back to the client record inside Conecta.
Hear Sofia on a Live Call
See Sofia handle a real conversation with a caller.
Sofia AI Receptionist Pricing
Sofia is $150/month per office phone number, with additional extensions available for $50/month each. Sofia is built into Conecta and is not a standalone product.
Check Out Sofia in Action
Quick demo of Sofia creating and editing an appointment, in English and Spanish.
She Does the Repetitive Work.
An AI receptionist for tax offices does more than answer calls. Sofia handles the calls that pull you and your staff away from the work that actually makes you money, then connects appointments, documents, signatures, balances, and follow-up to Conecta.
- Books & Edits Appointments A client calls to reschedule? Sofia handles it start to finish, checks availability, makes the change, and confirms it, without a single person on your team lifting a finger.
- Checks Document Status "Did you get my documents?" is one of the most common calls a tax office gets. Sofia knows exactly what's been submitted and what's still pending, and she tells the caller, in English or Spanish, on the spot.
- Follows Up on E-Signatures Waiting on a signature that's holding up a return? Sofia can tell callers exactly what's pending and what they need to do next, without you having to track it down.
- Checks If a Caller Has a Balance Due Clients call to find out if they owe money all the time. Sofia checks their balance directly from their client record and tells them on the spot. No hold music. No interrupting your staff. Just a fast, accurate response connected live to Conecta.
- Transfers Calls & Takes Voicemails When a caller needs a real person, Sofia routes them to the right staff member, or takes a voicemail and saves it in Conecta so nothing falls through the cracks.
- English & Spanish, Without Switching Gears Sofia doesn't just translate. She holds full, natural conversations in both languages. If a caller switches mid-conversation, she switches with them.
Sofia works alongside Conecta's Inbox, Client Portal, Contacts, and Tasks.
The Real Cost of Your Front Desk
Running a tax office means your phone never stops, and every call that goes unanswered, or gets fumbled, costs you.
Hiring a bilingual receptionist sounds simple. But then comes the search, the interviews, the onboarding, the training, the salary, and eventually, the day they leave and you start all over again.
And even when you do have someone, how much of their day is spent answering the same questions?
"Can I reschedule my appointment?"
Every one of those calls takes a person away from work that actually moves your business forward.
"Did you receive my documents?"
Time spent answering routine questions is time not spent on returns, clients, and revenue.
"How much do I owe?"
Sofia handles all of it, in English or Spanish, 24 hours a day, 7 days a week, directly connected to your Conecta account.
Frequently Asked Questions
What is an AI receptionist for tax offices?
An AI receptionist for tax offices helps answer calls, collect information, route requests, and assist with appointments, documents, signatures, balances, and follow-up. Sofia is Conecta's bilingual AI receptionist built specifically for tax offices and tax preparers.
How is Sofia different from a generic AI receptionist?
Generic AI receptionists usually focus on answering calls and taking messages. Sofia is built for tax office workflows inside Conecta, so calls can connect to client records, appointments, document requests, e-signatures, balances, and follow-up.
Does Sofia speak Spanish?
Yes. Sofia handles calls in English and Spanish, including mixed conversations where clients switch between English and Spanish during the same call.
Can Sofia book appointments?
Yes. Sofia can help with appointment booking and rescheduling based on your office workflow inside Conecta.
Do I need to be a Conecta CRM user to use Sofia?
Yes, Sofia is built directly on top of Conecta. It's not a standalone product. If you're already a Conecta user, you're ready to go. If you're not yet on Conecta, that's where to start.
Can I keep my current phone number?
It depends. If your number is portable, we can transfer it over to Sofia's line. If not, or if you'd prefer a fresh start, we'll set you up with a new local number right away. Either way, we handle the setup for you.
Will Sofia work with my existing phone system?
No, Sofia is a full phone system on her own. She handles inbound calls, outbound calls, transfers, and voicemails. She's not a plug-in for an existing phone system. She replaces the need for one, and she's connected directly to Conecta.
Can I add or remove extensions as my team changes size?
Yes, and this is especially useful for tax offices. If you run a larger team during tax season and scale down afterward, you can add and remove extensions month to month. You only pay for what you need.
How long does setup take?
Once your number is ready, Sofia can be live in minutes. You won't be doing this alone. Your office gets personal onboarding, including Zoom calls with you and your entire team to get everything running and answer any questions.
What if I have more questions before signing up?
Reach out and we'll walk you through it. No pressure, no script, just a real conversation about whether Sofia is the right fit for your office.
Your Office Phone Should Never Go Unanswered Again.
Sofia is ready. She's connected to Conecta, she speaks English and Spanish, and she can be live on your office number in minutes.
Sofia pricing is $150/month per office phone number, with additional extensions available for $50/month each. Pricing may change.
You'll get personal onboarding, not a tutorial video, not a help doc. A real Zoom call with your whole team until everyone is comfortable and everything is running.
This is the only AI bilingual receptionist built in the system specifically for tax offices. There is nothing else like it.
See how Sofia fits your phone workflow before tax season gets busy.
Sofia is built into Conecta and is connected to tax office workflows, not just the phone.