First, we take your client list.
A simple export from your tax software. Names and phone numbers only. No Social Security numbers.
Tax preparation offices
How to book last year's clients for January without your front desk making a single call.
By January 15, last year's clients are either on your calendar, or in someone else's chair.
Book my January $997 a month · $497 in the community
You already have hundreds of clients from last year in your tax software.
3 mistakes that send last year's clients to the tax place across the street
- 📬Mailing one postcard in December and hoping.
- 📋Booking appointments without telling people what to bring.
- 📞Calling back January voicemails two days later.
💸And while that continues, every client who doesn't come back is a return, and its fees, that you lose this season.
Opening week booked, and clients who walk in with their W-2s.
Then, we call and book January.
In their own language (13 languages, English and Spanish included), with your office's name. We tell them what to bring and remind them the day before.
Finally, you see who's coming.
Every appointment on your calendar. Anyone who needs a person goes straight to you.
32,590calls from our own tax office's client list
2,744past clients reached
115passed live to our team
13languages: every client called in their own
We do this first in our own tax office. And for a lender: 13,159 calls in 14 days. We only book, remind and pass the call to you. We never give tax advice.
The 2-minute check that shows what last year's client list is worth this season.
Four taps and two numbers. Nothing is sent anywhere.
Hear it yourself
The call your clients would get, before anyone else hears it.
Pick up, listen, and decide if it sounds like your office.
Refund-advance clients walk to the fastest office before your staff ever calls them.
Who's coming back this season, in 7 days
Last year's clients, booked for January, in 7 days.
Let us book last year's clients before the January ads start. One plan, $997 a month. $497 for community members with bank products.
Your Booked WeekFrom your list to your calendar in 7 days
1📋List from youLast year's clients. You send it, we do the rest.
$997🏷️A monthPaid upfront, before the calls start.
7⏱️DaysFrom your list to the first bookings
$497🤝In the communitySkool members who sign bank products and software with us.
- Day 1You send last year's client list
- Day 2You hear the call and approve it
- Days 3 to 7We call your whole list
- Day 7You see who's coming back, and they're already booked
- ThenYour January is full. $997 a month, paid upfront.
It's an AI, not a person. But it calls every single one the same day, in their own language (13 languages, English and Spanish included), and only passes you the ones who want to talk.
🎁 Bonus: your list report. Who answered, who wants it, and why the rest said no.
Everything in your plan
- 🧹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.
What it costs
Public$997a month
Community · with bank products$497a month
Paid upfront. Each month is paid before the calls start. $497 is for PTS AI community members who sign bank products and software with us, and they pay from their prep fees in February.
Nothing per callNothing per minuteNo setup fee
Book my January
Somebody running these systems is already calling the same people. Setups start in the order the lists arrive.
PTS AI Community · Skool
Members pay $497, not $997.
Join the community and sign bank products and software with us: the same engine for $497 a month. Pass 50 bank products and the software is free, marketing help is included, and we help with leads and guidance.
Here, public
- $997 a month
- The calling engine, your list, your script
- Setups in order of arrival
In the community · with bank products
- $497 a month
- Over 50 bank products: the software is free
- Marketing help included
- Leads and marketing guidance
Can we book last year's clients for you?
After January 15 nobody has time to set this up. Tax season opens in late January. A list booked in November is a full January. Somebody running these systems is already calling the same people. Setups start in the order the lists arrive.
✅It worksWe built it for our own tax office. 32,590 calls from May to September.
👤You talk to the founderMauricio, with your list on the screen.
🛠️We do the workList, number and script. You approve.
Rather talk now?
✓
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.
Does it replace my front desk?
No. It does the calling and the document chasing. Your people do the returns and the conversations that need a human.
What about clients who don't speak English?
The agent speaks 13 languages, English and Spanish included, and each client is called in the language you have on file.
How much does it cost?
The plan is $997 a month, paid upfront before the calls start. Members of the PTS AI community who sign bank products and software with us pay $497 a month, from their prep fees in February. Past 50 bank products, the software is free and marketing help is included.
Can you bring new clients too?
Yes, as an optional add-on once your list is running. We run ads to people in your area who still need their taxes done, and the AI calls every new lead within 5 minutes and books the ready ones. US$2,000 a month plus your ad budget (we suggest US$1,500, paid to Meta or Google from your own account). No budget yet? On your call we show you how to launch your first ads yourself.
We don't replace people. We give you your life back.