Managing taxpayer inquiries during busy filing seasons? ThriveDesk’s AI customer service helps tax professionals handle questions about preparation processes, documentation requirements, and filing status automatically. Our AI tools provide instant responses about your tax services, deduction information, and deadline details – even during peak tax periods. Improve client satisfaction with responsive communication while your preparers focus on accurate return preparation and tax planning.
ThriveDesk AI transforms client communications for tax preparation services by providing immediate responses to common inquiries. Our solutions handle everything from process explanations to document requirements, letting your tax professionals focus on return preparation and compliance work.
Instant Service Information
Provides clear explanations of tax preparation offerings, filing options, and specialization areas.
Document Requirement Details
Communicates necessary paperwork, records, and information needed for various tax situations.
Deadline Management
Shares important filing dates, extension information, and submission requirements.
Appointment Scheduling
Efficiently manages meeting arrangements, preparation sessions, and consultation booking.
ThriveDesk AI helps tax professionals deliver exceptional service while managing seasonal demands and regulatory compliance. Our tools ensure taxpayers get fast, accurate information while your team focuses on accurate return preparation.
Tax Form Guidance
Provides information about necessary forms, schedules, and documentation for different situations.
Deduction Eligibility Information
Shares general guidance on common tax deductions, credits, and filing strategies.
Refund Process Explanations
Communicates typical timeframes, tracking methods, and distribution options for tax refunds.
Amendment Process Information
Explains procedures for correcting returns, timeframe limitations, and documentation needs.
Tax Authority Notice Guidance
Offers general information about handling IRS communications, responses, and inquiries.
Electronic Filing Information
Shares details about e-file procedures, signature requirements, and submission verification.
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ThriveDesk has everything your team need to solve customer issues, faster
Everything you need to elevate your team’s email management and make them more productive, whether you have a team of 5 or 50.
Spam filtering
Remove clutter by automatically directing spam messages to a spam folder.
Default status update
Automatically update the status of tickets as ‘Pending’, ‘Active’, ‘Closed’ as soon as a team member opens it or makes any changes to it.
Multi-channel support
Support using email, live chat, contact form & API.
Auto BCC
Automatically send a copy of all outgoing conversations to a specified email address.
Canned replies
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Conversation report
Understand your team’s bandwidth and the biggest issues faced by your customers. Learn key metrics like: Number of conversations received vs closed, When your team is the busiest and which agent is performing the worst.
Snooze
Have tickets reopen automatically at a specified time in the future (similar to the snooze feature in your phone’s alarm).
Keyboard shortcuts
Perform repetitive tasks quickly and manage ticket resolution on the fly by using keyboard shortcuts.
Contact history
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Happiness report
You can view the overall happiness score of the service and also the individual happiness score of each member through the happiness report. The report also provides reasons for the ratings and reviews posted by customers.
Company report
Get insights on how much of your company’s sales revenue was influenced by ThriveDesk. You can also use the company report to gain useful insights on trends and problem areas to optimize your processes better.
Auto-responders
Set up automated acknowledgement emails or other auto-responders once a ticket is submitted. The most vital step to ensure customer satisfaction is getting an automated acknowledgement email set up as quickly as possible after the submission of a new ticket. This allows customers to feel more confident knowing their issue has been logged with us immediately and we're taking care of it right away!
Performance report
This report shows you the number of conversations that were assigned to each team or team member, the average turnaround time per ticket and much more.
Conversation history
By tracking recent conversation history, you can ensure that your customer has a more personal and seamless experience even if the support agent is different each time.
Connect with your existing tech stack
Integrate ThriveDesk software with tools for marketing, analytics and growth that you’re already using. Streamline repetitive tasks to gain more time to focus on things that matter.
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Marketing
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