Accounting & Finance · CPAs · Bookkeepers

Stay in the returns.
We’ll take the calls.

When tax season quadruples your call volume, new clients hit voicemail and walk. MapleVoice answers every call through the surge, screens and books them, and sends document checklists — without pulling a preparer off a return. Live in 48 hours.

Survives tax season Secure intake QuickBooks · Karbon · TaxDome
CLIENTS BOOKED
12
Tax-Season Call Volume
Preparers on returns · 0 interruptions
front-desk capacity
Nov
Jan
Feb
Mar
Apr
Your team Handled by MapleVoice
NEW
Business + personal taxes
$2,400
NEW
Monthly bookkeeping
$3,600/yr
Maya booked a new client · checklist texted
The tax-season spike
400%
call-volume spike Jan–Apr

From January to April the phone never stops — two-thirds of it crammed into a four-hour midday window your team can’t cover.

85%
who hit voicemail never call back
20–30%
of new clients lost in tax season
$3,500
lifetime value per client
One March day, no one on the phones

A day in tax season without a desk.

Your team is heads-down in returns. Watch where new clients slip away hour by hour — and what each missed moment costs.

7 AM

Tax season buries the front desk

Call volume jumps 400% from January to April, with two-thirds of calls crammed into a four-hour midday window.

Noon

New clients won’t leave a message

85% who hit voicemail never call back. Firms lose 20–30% of potential new clients during tax season alone.

3 PM

Each missed caller is ~$3,500 lifetime

The average client is worth ~$3,500 over the relationship. A 3-CPA firm can lose $7,500 a day at peak.

6 PM

You can’t do returns and answer phones

Every interruption pulls a preparer off billable work — but every ignored call is a client walking to another firm.

By close, the day’s lost callers are next year’s clients — at another firm.
A new client in the March rush

Scoped and booked — without interrupting a single return.

What the caller said
What MapleVoice did
“I need my business and personal taxes done — can you take me on?”
Captured the scope: business + personal taxes
“We’re an S-corp, two owners. Is that something you handle?”
Logged entity: S-corp + 2 owners
“I’m worried about the April 15 deadline.”
Flagged deadline: filing by Apr 15
“What do you need from me to get started?”
Texted the document checklist instantly
Consult booked Thu 2 PM · checklist texted · synced to Karbon$2,400 + advisory

A front desk that scales with the season.

01

24/7 client intake

Captures and books new clients around the clock, including the tax-season call avalanche.

02

Consult booking

Books discovery calls, tax-prep appointments, and advisory meetings with the right CPA.

03

Document collection

Sends checklists and intake forms and chases missing documents so engagements don’t stall.

04

Status & FAQ

Answers “is my return done?”, billing, and deadline questions so your team isn’t interrupted.

05

Overflow & after-hours

Catches the midday spike and after-hours calls so no new client hits voicemail.

06

Deadline & renewal reminders

Reminds clients about estimated payments, extensions, and annual renewals automatically.

Connects to your practice stack

Booked, scoped, and logged in the tools you already run.

QuickBooks
Karbon
TaxDome
Canopy
Drake Tax
ProConnect
Calendly
Salesforce
Encrypted client intake TCPA-compliant texting Survives the tax-season surge Clean, logged records

Same surge. Booked, not lost.

The same March call volume, before and after MapleVoice picks up every line.

Business + personal taxes
New business + personal Booked
Consult booked · Thu 2 PM
Monthly bookkeeping
Bookkeeping setup Booked
$3,600/yr · booked
S-corp + payroll
S-corp + payroll Booked
Consult · Mon 9 AM
Tax extension
Extension filing Booked
Filed request · logged
The math

What one saved client a day in tax season is worth.

01
+3
new clients recovered / day
just 3 of the ~12 surge calls that used to hit voicemail
02
$3,500
lifetime value per client
recurring + advisory blend across the relationship
03
$210k
recovered value / peak month
≈ 60 clients × $3,500 over the season surge
A single saved client a week covers MapleVoice for the year.
The results
+33
new clients / tax season
100%
peak calls answered
$115k
new engagement value

“Every March we’d lose new clients simply because we couldn’t pick up. MapleVoice answers every call now and books consults straight to our calendars — without interrupting a single return.”

LV
Lauren Vance, CPA
Partner, Cedar & Vance CPAs · Phoenix, AZ

Straight answers for firms.

Yes — that’s exactly the point. It answers unlimited simultaneous calls, so the 400% March surge never hits voicemail.

Don’t lose clients to the tax-season rush.

MapleVoice answers every call through the surge, screens and books new clients, and sends document checklists — 24/7. Live in 48 hours, secure, cancel anytime.

Survives tax season Secure intake Live in 48 hours Cancel anytime