Free: see which preparers on your list want to talk.See who is ready. Free. Then you pay only per booked meeting or qualified handoff. Never for calls or minutes. Show me who's ready →
See who's ready
Tax service bureaus

How to sign more preparers before January without your recruiters cold calling all day.

Preparers pick their software and their bureau before the season. Whoever calls first gets them.

Get my 50 free calls $0 until it works
A tax preparer at a desk with a client
📋Preparer leads50
📞We callEN · ES
✅Ready ones✓ ✓ ✓
🤝To your recruiterLive now
Your Booked WeekFirst 50 calls on us
50📞Free callsInterested tax preparers, passed live to your recruiter
$0🛡️Until it worksYou pay only per qualified handoff. Nobody passed, you pay $0.
7⏱️DaysThe first 50 calls, done in 7 days
1📋List from youYou send your list, or we build one. We do the rest.
  1. Day 1You send your preparer leads
  2. Day 2You hear the call and approve it
  3. Days 3 to 7We call 50 of them
  4. Day 7You get who is ready, and the ones already passed to your recruiter
  5. ThenKeep calling the rest? Only then you pay, per qualified handoff.

It's an AI, not a person. But it calls every single one the same day, in English or Spanish, and only passes you the ones who want to talk.

🎁 Bonus: your list report. Who answered, who qualified, and why the rest said no.

Preparers decide in October and November. In January they are busy filing, not shopping.

You already have more preparer leads than your recruiters can call.

3 mistakes that hand your best preparer leads to another bureau

A recruiter on the phone
  1. 📝Waiting for preparers to fill out a form before anyone calls.
  2. 📞Having senior recruiters dial cold lists instead of closing interested preparers.
  3. 📭Calling once, leaving a voicemail, and moving on.

💸And while that continues, the preparers who file the most bank products sign with whoever called them first.

You pay only per qualified handoff. Nobody passed, you pay $0.

Get my 50 free calls

Your recruiters only talk to preparers who already said yes to a call.

A team reviewing results together
📋1

First, we load or build the preparer list.

Your leads, or a list we build from public records. Cleaned and phone-verified.

🤖2

Then, the AI calls and qualifies.

Years preparing, returns last season, bank products and current software, with your bureau's name.

🤝3

Finally, the interested ones go live to your recruiter.

Or get a booked call. Every answer lands in your CRM the same day.

Which preparers want to talk, in 7 days

50 calls that show you which preparers want to talk, in 7 days.

Let us call your preparer list before the season. Free to start, and you only pay when it works.

🎯What you getYour first 50 tax preparers on your list nobody has called, called.

The ready ones booked or transferred live to your team. The rest sorted: call back, not now, do not call.

⏱️How fast7 days.

From the day you send the list to the first booked results.

✋What you doSend the list. Approve the script.

We set up the number and the agent. You hear it before anyone else does.

🛡️If it doesn't workYou pay $0.

No install fee, no monthly fee, nothing per call. If nobody books, you owe nothing.

Everything in your pilot

  • 🧹Your list, cleaned and phone-verifiedNo dead numbers get dialed.
  • ✍️Your name, your script, your approvalThe agent calls you first. Nobody else hears it until you say yes.
  • 📍A local number with your caller IDPeople pick up numbers they recognize.
  • 🕘Only people who already know you, only in your hoursAnyone who says stop is recorded and never called again.
  • 🔁Interested people booked or transferred liveWhile they're still on the line. Your team only takes the ready ones.
  • 🗂️Every result, sent to you the same dayBooked, transferred, call back, do-not-call.
  • 📊Included: your List ReportHow many picked up, how many are interested and why the rest said no. Counted, not guessed.
  • 📋Bonus: A preparer list built for youNo list? We build one in your states, so the calls can start this week.
  • ✅Bonus: Qualified before your recruiter talksReturns last season, software and bank products, asked on the call.
What it costs

$0 for the first 50 calls

Then you pay per result: a booked meeting or a qualified handoff. The amount is quoted on the call, once we both know the list.

No install feeNo monthly feeNothing per call or per minuteNo results, nothing to pay
Show me who's ready

Somebody running these systems is already calling the same people. Pilots start in the order the lists arrive.

Can we test 50 of your preparer leads first?

Preparers choose their bureau before January. Start the calls in October, and your recruiters spend December closing, not dialing.

✅You hear it firstThe AI calls your phone before anyone on your list gets a call.
👤You talk to the founderMauricio, with your list on the screen.
🛠️We do the workList, number and script. You approve.

Rather talk now?

Step 1 of 3

How many preparer leads on your list?

One tap. No commitment.

✓

Keep your phone close.

The AI is about to call the number you left. Pick up: you’ll hear exactly what your customers would hear.

Questions

Questions we hear a lot.

Is this the same AI our partner network already uses?

Yes. It is the same calling and handoff layer PTS Tax runs every day, with your bureau's name and your qualifying questions.

Where do the leads come from?

From your own list, or from a list we build from public records of tax preparers. Every number is verified before the AI calls.

How much does it cost?

No install fee and nothing up front. The first 50 calls are free. After that you only pay per qualified handoff.

We don't replace people. We give you your life back.