Survive Tax Season Stress-Free
Handle 10x more client inquiries without hiring seasonal staff
24/7 Client Support During Peak Season
Document Collection
Automatically request missing W-2s, 1099s, and other tax documents from clients
Deadline Reminders
Send automated reminders for filing deadlines, estimated payments, and document submissions
Status Updates
Keep clients informed about return status, processing times, and refund tracking
Tax Season Client Interaction
Client: "Do you have my W-2 from Amazon? I can't find it."
Lumi: "I see we're missing your Amazon W-2. I can help you request it from ADP or download it from Amazon's employee portal. Would you like me to guide you through either process?"
Client: "Yes, help me download it please."
Lumi: "Perfect! Go to a-to-z.amazon.com and login with your employee credentials. Click on 'Pay' then 'Tax Documents'. Your 2023 W-2 should be available there. Once downloaded, please upload it to our secure client portal."
Complete Client Communication Suite
Connect with clients on their preferred channels with tax-specific AI agents
Lumi Chat
Secure web and mobile chat for instant accounting support
- Tax return status inquiries
- Document upload assistance
- QuickBooks integration help
- Tax law Q&A (current year)
Lumi Text
SMS alerts and mobile accounting assistance
- Filing deadline reminders
- Missing document alerts
- Refund status updates
- Quarterly payment reminders
Lumi Voice
Phone support and tax consultation
- 24/7 tax question hotline
- Complex return discussions
- Tax planning consultations
- IRS correspondence help
Specialized Accounting Services
AI agents trained for specific accounting specializations and client types
Small Business
- • Payroll processing
- • Sales tax compliance
- • Business entity selection
- • Financial statement prep
Individual Tax
- • 1040 preparation
- • Itemized deductions
- • Retirement planning
- • Tax credit optimization
Corporate Tax
- • 1120 returns
- • Multi-state filings
- • Transfer pricing
- • Tax provision work
Estate & Trust
- • 1041 preparation
- • Estate planning
- • Gift tax returns
- • Trust administration
Seamless Integrations & Compliance
Connect with your existing tools and maintain the highest security standards
Software Integrations
QuickBooks
Xero
Drake Tax
ProSeries
Security & Compliance
IRS Safeguards Program
Full compliance with IRS Publication 1075 data protection requirements
SOC 2 Type II Certified
Independent audit of security controls and data handling procedures
AICPA Standards
Adherence to professional accounting and auditing standards
Proven Results for Accounting Firms
Join 500+ CPA firms already using AI to scale their practice
Reduction in client phone calls during tax season
Faster document collection and processing
Client satisfaction with AI-powered support
"Lumi has transformed our tax season operations. We handled 40% more clients this year without adding staff, and our client satisfaction scores are at an all-time high. The AI perfectly handles routine inquiries, freeing our CPAs to focus on complex tax planning."
Sarah Chen, CPA
Managing Partner, Chen & Associates