BUILT FOR TAX SEASON FRONT DESKS
We help tax firms turn missed calls into ready-to-work client tasks.
Molmoro captures who called, why they called, and what needs a human next, without giving tax advice or replacing your staff.
Designed with busy small-practice workflows in mind.
Good morning, Park Tax
Here is what needs a human next.
8
Callbacks
3
Escalated
Renee Walsh
Return status request
Verified callback number. No return details shared.
Demonstration data
Demo
See the call flow before you book time.
Watch the walkthrough when a video URL is available. Otherwise, book a live demo using the same workflow and form below.
Book a live walkthrough.
We will show the call flow live and map it to the kinds of calls your firm receives most often.
Book a 10-minute walkthroughDashboard preview
See calls by next action, not voicemail guesswork.
Demonstration data shows a booked appointment, a preparer callback, and an after-hours callback with a preferred time.
Callback queue
Needs your attention
Appointments booked
2
Needs callback
3
Escalated
1
Ava Thompson
New-client appointment - 9:00 AM
Recommended next action: Appointment added to calendar
Jordan Lee
Mileage deduction question - 10:18 AM
Recommended next action: Preparer callback required
Renee Walsh
After-hours callback - 7:42 PM
Recommended next action: Call after 2 PM
How it works
A short workflow for safe call intake.
Molmoro turns call fragments into operational context while keeping professional judgment with the firm.
Capture
Molmoro collects caller identity, reason for calling, urgency, and preferred callback timing.
Classify
Routine office requests follow approved scripts. Tax-sensitive or uncertain calls are flagged for a human.
Hand off
Your team sees the next action, callback priority, and safe summary in one structured record.
Approved scripts
Routine office questions stay routine.
Handled with firm-approved information
- Hours, location, and general pricing
- Scheduling and rescheduling
- Portal and upload directions
- Document checklist reminders
- Preferred callback windows
Always escalated to a human
- Deduction, credit, or filing-status questions
- Refund, IRS notice, or return-status judgment
- Requests for SSNs, bank info, or tax documents
- Anything outside approved scripts
- Any uncertain caller request
Safety & Data
Boundaries are part of the product.
The pilot is designed around operational intake only. Tax-sensitive, uncertain, or sensitive-information requests are routed back to your team.
Live demo
Book a 10-minute walkthrough.
Tell us the phone issue you want to reduce first. We will send the scheduling next step after the request is received.
Molmoro does not provide tax advice, request SSNs, collect bank information, collect tax documents, or make filing decisions. Pilots use a separate number, and tax-sensitive matters are routed to a human.