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.
New callback
IRS notice question
Escalated to preparer review
New callback captured
Existing client asked about a notice
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.
Dashboard preview
See calls by next action, not voicemail guesswork.
The queue highlights urgent callbacks, preparer review, routine resolutions, and the safest recommended follow-up using fictional demo data.
Callback queue
Needs your attention
Needs callback
8
Urgent
2
Escalated
3
Renee Walsh
Return status request - 9:42 AM
Recommended next action: Call after 2 PM
Jordan Lee
Mileage deduction question - 10:18 AM
Recommended next action: Review before responding
Pat Gomez
Portal login help - 11:05 AM
Recommended next action: No callback needed
Molmoro overview
The front desk layer for high-volume tax calls.
Start with a controlled pilot and give your team a calmer way to handle routine intake, callback requests, and tax-sensitive escalations.
Answer routine calls
Office hours, pricing ranges, portal directions, appointment requests, and document checklist reminders stay consistent.
Route judgment calls
Questions about refunds, deductions, IRS notices, filing status, or strategy are marked for a preparer instead of answered.
Fill the callback queue
Every call becomes a clean record with caller context, urgency, preferred timing, and the recommended next action.
How it works
From vague voicemail to a clear next action.
Molmoro is intentionally narrow: it captures operational context and routes professional judgment back to the firm.
Capture
Molmoro collects name, callback number, caller type, topic, urgency, and safe context.
Classify
The workflow separates routine office questions from tax-sensitive or uncertain requests.
Hand off
Your team starts from a prioritized queue instead of replaying vague voicemail.
Approved answers
Handle the routine without drifting into advice.
Handled with firm-approved information
- Office hours and location
- Scheduling and rescheduling
- General pricing inquiries
- New-client intake
- Portal and upload instructions
- Document checklist reminders
- Callback requests
- Preferred callback windows
Always escalated
- Deductions and credits
- Refund questions requiring judgment
- Filing-status questions
- IRS notices
- Return-status confirmation without verified access
- Tax strategy
- Sensitive personal information
- Anything the assistant is uncertain about
Founding pilot
Test Molmoro without changing your main phone workflow.
Forward after-hours calls to a pilot number, review every record, tune the scripts, and decide whether it saves your team enough time to keep.
Pilot setup
Start controlled
- Firm-specific call map
- Approved public answers
- Escalation rules
- Callback dashboard access
- Demo number or after-hours forwarding
- Pilot review session
Molmoro does not prepare returns, provide tax advice, collect tax documents, request SSNs, or make filing decisions. Sensitive matters are routed to the firm.