Reyes & Associates CPA served 340 active clients across individual, S-corp, and LLC returns. Every partner answered calls themselves — including the April 14th ones. LoopLogic replaced the voicemail wall with an AI receptionist tuned to how they qualify extensions, gather documents, and book consultations. Here's what changed in the ten weeks after it went live.
The flow is the same three steps a panicked business owner hits two days before an IRS deadline — but the middle step no longer depends on a partner picking up their personal phone.
It's 9pm on April 14th. An S-corp owner just realized they need a 4868 extension, finds Reyes & Associates online, and dials. Before the system, that call reached voicemail — by 9am the client had filed with another firm.
~58% of after-hours calls at CPA offices reach voicemail.
The AI picks up in under a second. It captures entity type (S-corp, LLC, sole prop), the IRS deadline, their current preparer, and which documents are already on hand — the first four questions every intake partner always asks.
Real qualification, not a phone tree.
A consultation lands on the partner's calendar before sunrise with entity type, deadline, documents note, and a callback number. No phone tag, no second intake call, no estimation appointment needed.
89 of the 217 captured calls became a booked engagement within 48 hours.
“Tax season runs 80-hour weeks. We had an 11pm call about a 4868 extension go to voicemail on April 14th. The client filed with another firm. After LoopLogic went live, that call would have been booked while I was asleep.”
The accounting page walks through how LoopLogic handles extension seasons, new-client intake, and after-hours qualification — tuned specifically to how CPA and tax firms work.
Three plans, sized to the work. One-time build fee for the system we design together, then a flat monthly retainer. No per-seat licensing, no per-call metering, no surprise invoices.
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