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Metro CPA Demo Firm
InactiveChesterfield, MO - Alex Rivera
Firm profile
- Contact
- Alex Rivera - alex@metrocpa.example
- Software stack
- ShareFile, Outlook Calendar, Zapier
- Portal process
- ShareFile is the only approved document channel. Send portal reset instructions when needed.
- Languages supported
- English
- Operating hours
- Mon-Fri, 9:00 AM-5:00 PM
- Escalation contact
- Alex Rivera, CPA - alex@metrocpa.example
Approved front desk scope
New client lead capture
ShareFile support
Weekly call reporting
Appointment rules
No new-client appointments without basic fit questions completed.
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
- Keep billing questions factual. Route exceptions to Alex.
Weekly metrics
Simple pilot readout for this firm.
Calls logged1
Routine resolved1
Escalated0
Current open calls
0 open| Time | Caller | Category | Status | Next action |
|---|---|---|---|---|
| Feb 18, 11:02 AM | Samantha Bell | Appointment scheduling | Resolved | Calendar confirmation sent by firm. |