Back to firms
St. Louis Tax Prep Demo Firm
ActiveSt. Louis, MO - Priya Shah
Firm profile
- Contact
- Priya Shah - priya@stltaxdemo.example
- Software stack
- Canopy, SmartVault, Google Drive
- Portal process
- SmartVault is approved for documents. Canopy stores client tasks and firm-side status.
- Languages supported
- English, Simplified Chinese, Traditional Chinese
- Operating hours
- Mon-Fri, 10:00 AM-6:00 PM
- Escalation contact
- Priya Shah, CPA - priya@stltaxdemo.example
Approved front desk scope
New client screening
Portal guidance
Bilingual process explanations
Appointment rules
New clients require intake screening before booking. Existing clients can be booked into open consult slots.
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
- Explain portal workflow slowly for older clients. Escalate notices immediately.
Weekly metrics
Simple pilot readout for this firm.
Calls logged2
Routine resolved1
Escalated1
Current open calls
1 open| Time | Caller | Category | Status | Next action |
|---|---|---|---|---|
| Feb 18, 10:05 AM | Elaine Porter | New client inquiry | Resolved | Send intake checklist. |
| Feb 18, 11:24 AM | Robert Miles | IRS/state notice | Escalated to preparer | Firm to review notice after upload. |