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Maple Tax & Accounting
ActiveSt. Louis, MO - Demo firm owner
Firm profile
- Contact
- Demo firm owner - owner@mapletax.example
- 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 supported
- English, Simplified Chinese
- Operating hours
- Mon-Fri, 9:00 AM-5:00 PM
- Escalation contact
- Demo preparer - demo@mapletax.example
Approved front desk scope
Price and new-client screening
Portal upload guidance
Return-status routing
Tax-advice escalation
Bilingual process support
Appointment rules
The assistant may collect appointment preferences and explain that the firm will confirm availability. It may not promise a same-day appointment.
Approved status phrases
ReceivedWaiting on clientIn reviewNeeds preparer reviewReady for appointmentCompleted - firm will contact client
Prohibited responses
- Your return will be done by X date unless the firm explicitly approves.
- You can deduct that.
- You will get a refund.
- You do not need to report that.
- Email/text your W-2 to us.
Firm-specific scripts
- Use approved price-range language only. Escalate if the caller asks for an exact quote.
- Direct tax documents to the approved portal. Do not accept document contents in the dashboard.
- Tax advice, IRS/state notices, and deduction questions require human review.
Weekly metrics
Simple pilot readout for this firm.
Calls logged4
Routine resolved1
Escalated2
Current open calls
2 open| Time | Caller | Category | Status | Next action |
|---|---|---|---|---|
| Jun 15, 9:05 AM | Andre Collins | Billing/payment | Needs firm follow-up | Owner should call back with a complexity-based estimate after intake review. |
| Jun 15, 10:22 AM | Camille Reed | Tax advice question | Escalated to preparer | Preparer should review and call back today. |
| Jun 15, 11:04 AM | Regional Copier Sales | Other | Resolved | No action needed. |
| Jun 15, 6:40 PM | Nora Patel | Return status question | Needs firm follow-up | Owner should call back before noon and review the extension question. |