Book a Demo AI RECEPTIONIST · TAX RESOLUTION
The AI receptionist for tax resolution firms answers the IRS-problem intake call with a calm, real voice, books the consult, and handles sensitive collections calls. It books, chases documents, and answers case status — inside QuickBooks, Karbon, and Canopy.
One demo line · every tax & accounting workflow
Try: “I have the documents you asked for.”
No signup, no sales rep — just call it.
Identify exactly what is missing, securely collect the correct document, validate that it is usable, update the checklist, and keep the return moving.
Hi, may I speak with Ava? This is Mateo calling from Meridian Tax and Accounting. I’m helping your preparer finish the document review on your return, and there’s just one item left before we can move forward.
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Identify exactly what is missing, securely collect the correct document, validate that it is usable, update the checklist, and keep the return moving.
+270 moreResolution rate
Always available
Languages
Avg. handle time
Platform integrations
Keep your stack. Lumi works on top of it.
No rip-and-replace — Lumi layers onto your practice-management & tax software. 270+ integrations.
QuickBooks Online
XeroUCUltraTax CSLaLacerteDrDrakeCACCH AxcessTaxDome
Canopy
KarbonSaSafeSendThe notice-panic line
None of them need a preparer to pick up the phone — they need someone to answer calm, capture the notice, and book the consult. And they land the evening a scary letter hits the mailbox, when your office is closed.
A taxpayer holding a CP2000 or LT11 who Googled 'tax resolution near me' and is dialing firms in order. The calm voice that answers first usually signs the case.
A levy or garnishment notice with a hard deadline. The intake — notice type, tax years, balance, deadline date — has to be captured tonight, not next week.
The fee question that gates the engagement. Answered with your published consult and process, it books the meeting; unanswered it sends them to the next firm.
A substantive question the front desk must never answer under Circular 230 — captured verbatim and routed to your EA or CPA, not improvised by an intake line.
An existing-client call that should be verified, captured, and routed to the assigned preparer — not left in a voicemail box until the office reopens.
The fee-worthy case is the one that calls the night the notice arrives. A system should answer it and screen it before the taxpayer reaches the next firm.
What is an AI receptionist for tax resolution firms?
An AI receptionist for tax resolution firms answers every call the moment it rings — evenings and weekends included — reassures the taxpayer the firm can help, and screens the matter: the notice type (CP2000, LT11, levy, lien), the tax years, the balance, the deadline printed on the letter, and any prior representation. It books the resolution consult on a preparer’s calendar, writes the screened intake into TaxDome, Canopy, or Karbon, and escalates hard-deadline notices to a licensed EA, CPA, or attorney. It answers factual questions about the firm in 70+ languages — and consistent with Circular 230 it never gives tax advice, never interprets a notice, and never represents the taxpayer before the IRS. It verifies identity before disclosing, uses client information only to serve the client (§7216), and operates inside the firm’s WISP. Lumi is the administrative intake desk that never sleeps.
The difference a scared taxpayer feels
A voicemail or answering service
Lumi
A name emailed at 9 AM is a taxpayer who already signed elsewhere. A screened notice with the consult booked is the case you keep — captured while the office was dark, routed to a licensed pro. Explore the AI answering service
The notice call is just the front door
Winning the panic call is where Lumi starts. It keeps going — screening, scheduling, the deadline-keeping, the document chase, and the practice software you already run — always routing anything substantive to your licensed preparers.
Voice, SMS, web chat, WhatsApp, email — the taxpayer who calls panicked and texts the upload link an hour later stays one case. Nobody re-explains the letter twice.
Notice type, tax years, balance owed, deadline date, prior representation, best contact — captured the same disciplined way every time and written into your practice software.
Lumi is administrative only. It answers factual questions about your firm and process — never what a notice means, what to owe, or how to respond. Every substantive question routes to your licensed EA, CPA, or attorney.
It confirms the caller against your records before discussing any case detail, uses client information only to serve that client (§7216), and operates inside your firm's written information security plan.
CDP-deadline and response-window reminders, consult confirmations, missing-document chases (POA, transcripts, financials), no-show re-books — the case-keeping a lean firm never has time for.
A 30-day levy response, a caller who needs help before a garnishment hits payroll — escalated to your on-call preparer immediately, with the full screened intake attached.
70+ languages, 24/7 — the Spanish-speaking taxpayer who got a notice they can't read gets the same patient intake, and the matter lands in your system in English for the team.
TaxDome, Canopy, Karbon, CCH Axcess, UltraTax CS, QuickBooks Online — intake and consults land where your preparers already work. No rip-and-replace. 270+ tools.
Why the notice call can’t wait
The taxpayer doesn’t understand the letter, doesn’t know the clock, and every hour they can’t reach a firm is an hour spent dialing the next one. Here’s the window Lumi answers inside.
A CP2000, LT11, or levy letter arrives in the mailbox. The taxpayer's stomach drops. Within the hour they're on Google searching 'tax resolution near me' and dialing firms in order.
Lumianswers live and calm, and captures the notice type, the tax years, and the deadline printed on the letter.
They call the first three firms in the results. Most reach a voicemail or an answering service that takes a name. The one that picks up and sounds like it can help is the one they trust.
Lumiscreens the matter, verifies identity, and books the resolution consult while your office is dark.
A CDP or levy notice runs on a hard clock — often 30 days. Miss the window and options narrow. This is where being engaged early is worth the $3k–25k fee.
Lumiputs the screened intake on your preparer's desk before the deadline, so a licensed pro walks in already up to speed.
Miss the panic call and a morning callback races a taxpayer who already signed with whoever answered first. The $3k–25k case became a competitor's engagement.
Lumimade sure that firm was yours.
No rip-and-replace
Your practice-management system, your tax software, your calendar — Lumi works inside them, not instead of them. Screened intakes, consults, and notes post straight into the systems your preparers already trust — 270+ tools in all.
QuickBooks OnlineXeroUCUltraTax CSLaLacerteDrDrakeCACCH AxcessTaxDomeCanopyKarbonSaSafeSendSwitched on from day one
Every play is wired before your first call — inbound reception around the clock and outbound recovery that keeps deadlines and documents from slipping. Turn any one on or off; add your own.
Built for a firm bound by Circular 230
A resolution-intake line needs walls, not improvisation. These four are wired in before the first call — so the front desk stays administrative and never crosses into practicing before the IRS.
Under Circular 230, Lumi never gives tax advice, never interprets a notice, and never represents the taxpayer before the IRS. It greets, screens, schedules, and routes. Every substantive question — what a notice means, what's owed, how to respond — goes to your licensed EA, CPA, or attorney.
Consistent with §7216, information a taxpayer shares is used solely to intake and route their matter — never sold, never repurposed. It handles the minimum necessary and logs every touch back to the file.
Lumi runs within your written information security plan — identity verified before any case detail is disclosed, access scoped, and every interaction recorded. It's an extension of your front desk, held to your controls.
Lumi reads and writes your existing practice software — TaxDome, Canopy, Karbon — so your preparers keep the systems they run. There's no rip-and-replace and nothing to migrate.
Case file · tax resolution firm
~70 notice calls/month · TaxDome + search-ad leads · before: an answering service that emailed a name the next morning
evenings and weekends included — when the panic calls come in
notice type, tax years, balance, deadline — captured every time
no more fielding notice calls or relaying voicemails
$3k–25k cases won on who answered, not on ad spend
“People with an IRS letter don’t leave voicemails — they call the next firm. Now every panic call is answered calm, the notice and deadline are already captured, and the consult is on my calendar before I’m even awake. It stays administrative — anything about the notice itself is routed straight to me.”
Illustrative composite from typical first-quarter results — names and figures are illustrative, not a guarantee of results, until our first public resolution-firm case study lands.
Objections, welcome
No — and it's built not to. Consistent with Circular 230, Lumi is an administrative intake receptionist: it greets the caller, screens and captures the matter, schedules a consultation, and routes to a licensed EA, CPA, or attorney. It answers factual questions about your firm — your process, your fees, how to reach you — but never what a notice means, what's owed, or how to respond, and it never represents anyone before the IRS. Substantive tax questions stay with your licensed preparers.
Your intake sheet, run conversationally: the notice type (CP2000, LT11, levy, lien), the tax years involved, the balance, the deadline printed on the letter, any prior representation, and the best contact. Vague answers get gently narrowed into usable facts, and the whole screened intake lands in your practice software — after identity is verified — before you're back at your desk.
Lumi verifies identity against your records before disclosing any case detail, uses information a taxpayer shares only to intake and route their matter consistent with §7216, and operates inside your firm's written information security plan — access scoped, minimum necessary handled, every interaction logged back to the file. Bring your specific obligations to the demo and we'll walk through exactly how data flows.
That's the call it exists for. Lumi answers in seconds with a calm, patient voice — the same one every time — reassures the caller the firm can help, captures the notice and deadline, and books the consult. When a matter is genuinely time-critical (a 30-day levy response, a garnishment about to hit payroll), it escalates to your on-call preparer immediately with everything already captured.
It works on top of the practice-management and tax software resolution firms run — TaxDome, Canopy, Karbon, CCH Axcess, and QuickBooks Online among them. It creates the contact, attaches the screened intake, and books the consult on the right calendar. Your system stays the record; Lumi keeps it current. Running something else? Ask — the list keeps growing.
Flat monthly pricing, sized to your call volume and the channels you switch on — not a per-minute meter that punishes a busy week. A solo EA and a multi-preparer firm are scoped differently, so the honest answer depends on your setup. Book a demo, tell us your volume and practice software, and we'll put a number in front of you. One retained $3k–25k case typically covers a long stretch of the bill.
Guides & comparisons
Give her your notice line.
Open the demo and treat it the way a scared taxpayer does — say you got a letter, ask what it means, then ask to book. Watch it stay administrative, capture the matter, and route the substance to a licensed pro. Then bring your call volume and your practice software to a walkthrough.
(520) 464-4494
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