Firm setup
Client firms
Each firm profile captures the software stack, portal process, operating hours, appointment rules, escalation contact, and active pilot status.
Firms in demo
6
Active pilot firms
5
Open calls/tasks
5
Client firms
Profiles define firm stack, scope, scripts, and escalation path.
Maple Tax & Accounting
Demo firm owner
- Software stack
- Existing client portal, Existing calendar process, Vapi demo number
- Portal process
- Clients should use Maple Tax's approved secure portal for all W-2s, 1099s, notices, IDs, and tax documents. The assistant may explain the process but must not collect documents.
- Languages
- English, Simplified Chinese
- Operating hours
- Mon-Fri, 9:00 AM-5:00 PM
- Escalation contact
- Demo preparer - demo@mapletax.example
- Open calls/tasks
- 2
M&W Bridge Services LLC
Taohua Wen
- Software stack
- DrakeTax, Vapi M&W phone
- Portal process
- Use the firm's approved portal for all tax documents. Do not collect W-2s, 1099s, IDs, SSNs, bank details, or tax documents over the phone.
- Languages
- English, Mandarin Chinese
- Operating hours
- Mon-Fri, 8:30 AM-5:30 PM
- Escalation contact
- Taohua Wen - Winna0906@yahoo.com
- Open calls/tasks
- 0
Evergrow Financials
Maria Chen
- Software stack
- DrakeTax, Drake Portals, Google Calendar
- Portal process
- Clients should use Drake Portals for all tax documents. Never ask clients to email or text documents.
- Languages
- English, Simplified Chinese
- Operating hours
- Mon-Fri, 9:00 AM-5:30 PM
- Escalation contact
- Maria Chen, EA - maria@evergrow.example
- Open calls/tasks
- 1
J&G Accounting & Tax Services
Jordan Greene
- Software stack
- TaxDome, Calendly, Outlook Calendar
- Portal process
- TaxDome is the source of truth. Send clients the firm-approved TaxDome login guide if they are confused.
- Languages
- English
- Operating hours
- Mon-Sat, 8:30 AM-6:00 PM during tax season
- Escalation contact
- Jordan Greene, CPA - jordan@jg-tax.example
- Open calls/tasks
- 1
St. Louis Tax Prep Demo Firm
Priya Shah
- Software stack
- Canopy, SmartVault, Google Drive
- Portal process
- SmartVault is approved for documents. Canopy stores client tasks and firm-side status.
- Languages
- English, Simplified Chinese, Traditional Chinese
- Operating hours
- Mon-Fri, 10:00 AM-6:00 PM
- Escalation contact
- Priya Shah, CPA - priya@stltaxdemo.example
- Open calls/tasks
- 1
Metro CPA Demo Firm
Alex Rivera
- Software stack
- ShareFile, Outlook Calendar, Zapier
- Portal process
- ShareFile is the only approved document channel. Send portal reset instructions when needed.
- Languages
- English
- Operating hours
- Mon-Fri, 9:00 AM-5:00 PM
- Escalation contact
- Alex Rivera, CPA - alex@metrocpa.example
- Open calls/tasks
- 0