AI intake for tax preparation firms
Porto learns who is filing, their income sources and any notices or deadlines, so your preparers know which documents to request before the appointment.
Crestview Tax Services
AI assistant
Hi, I’m the AI assistant for Crestview Tax Services. I can’t give tax advice, but I can help you get set up. Is this for a personal or business return?
Personal, but I started freelancing this year on top of my regular job.
Return type already covered
So it moves on to timing
Thanks. Will you file on your own or jointly, and is there a date you need this done by?
What Porto does for tax preparation firms
Porto replaces the appointment request form on a tax preparation firm’s website with a short AI conversation. It learns the filing type, the income sources, any notices and the deadline they are working against, never giving tax advice, and sends your preparers a brief before the appointment.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Filer
Individual, couple, or business and entity type
Income
Wages, freelance, rental or investment income
Notices
Letters from tax agencies and their deadlines
Prior years
Unfiled returns or a past preparer’s files
Timing
Extension needs or the date to file by
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Jordan Pike
72
Strong fit
Filer
Single, files individually
Income
W2 job plus freelance design work
History
Filed last year with another preparer
Timing
Wants to file before the April deadline
Questions from tax preparation firms
Does Porto give tax advice?
No. It collects the details your preparers need and leaves every tax question to them.
Can it answer questions about our fees?
It answers from your knowledge base, so add your fee schedule there if you want it shared.
Can it book appointments?
Yes, when you connect a calendar. Otherwise the brief goes to your team to confirm.
See Porto set up for tax preparation firms
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo