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Yantra Firms

For tax preparers and enrolled agents

Handle tax season's calls without losing the IRS notices

From January to April the phone does not stop, and the urgent ones, an IRS notice with a response date, a levy, an audit letter, sound like everyone else. Yantra Firms answers every call, asks what kind of help they need, flags notices with deadlines and books the appointment.

The rules that apply to tax preparers

What gets in the way

Where intake slows a firm down

Tax season triples the calls

The receptionist answers each one, takes the details and books an appointment, so your preparers keep preparing.

Notices with deadlines get buried

A lead that mentions an IRS notice, a levy or a deadline in the next 14 days is flagged urgent.

Chasing documents and signatures

Engagement letters go out for e-signature, and follow-ups remind people who have not booked.

Advertising has rules of its own

Circular 230 and section 7216 apply to how you advertise and how you use return information.

Practice areas

Intake questions for your kind of work

Each practice area starts with the questions firms like yours ask on a first call. Edit them, add your own, or add a practice area.

  • Individual returns
  • Business returns
  • IRS notices and audits
  • Back taxes and payment plans
  • Amended returns
  • Tax planning

What you'll switch on

  1. 1Online intakeIntake forms by practice area on your own link, with urgent matters flagged.
  2. 2AI receptionistAn AI phone agent that takes the facts and offers a consult, scripted never to give advice.
  3. 3Consultation bookingProspects pick a consult time right after they submit, from your own booking link.
  4. 4Email & text follow-upsFollow up with prospects who have not booked, with consent and opt-out handled.
  5. 5Conflict checksEvery lead checked against your clients, adverse parties and earlier prospects.
  6. 6Engagement lettersEngagement and non-engagement letters sent for e-signature.
  7. 7Billable timeBillable hours by client and matter, on a timer or a timesheet, with Clockbook.
  8. 8InvoicingInvoices built from your tracked time, created in Yantra chat.
  9. 9Firm websiteA website with a page per practice area and an intake button on every page.

Built around the rules you work under

General information, not legal advice. Your own state's rules decide.

  • No claim to be "certified" or to work for the IRS, under Circular 230 section 10.30
  • Return information kept out of marketing without the taxpayer's written consent (section 7216)
  • Consent recorded before any text follow-up
  • An agent scripted never to give tax advice or estimate a refund
Read the compliance guide

The next client is already looking for a firm

Create your firm, share your intake link, and take your first lead today.

Read the compliance guide first