Demonstration data

Here's who needs your attention.

Fictional callback records for a safe 90-120 second demo recording.

Calls today

Needs callback

Urgent

Escalated

After hours

Needs your attention

Highest-priority callbacks and preparer review items first.

Sarah Miller

(314) 555-0137 · Today, 9:42 AM

Medium

New prospective client with self-employment income asked about preparation pricing and requested a callback tomorrow morning.

Recommended next action

Call tomorrow morning to discuss return complexity and pricing.

Jordan Lee

(314) 555-0198 · Today, 10:18 AM

High

Existing client requested a return-status update and asked whether work mileage is deductible.

Recommended next action

Preparer should review the deduction question and return the call.

Denise Carter

(314) 555-0186 · Today, 8:12 AM

High

Caller received an IRS notice and asked what it means.

Recommended next action

Preparer review required before responding.

Recent calls

Time	Caller	Category	Summary	Outcome
Today, 9:42 AM	Sarah Miller	New client inquiry	New prospective client with self-employment income asked about preparation pricing and requested a callback tomorrow morning.	Call tomorrow morning to discuss return complexity and pricing.
Today, 10:18 AM	Jordan Lee	Return-status request	Existing client requested a return-status update and asked whether work mileage is deductible.	Preparer should review the deduction question and return the call.
Yesterday, 6:18 PM	Nora Evans	Scheduling	Caller asked to move an intake appointment to next week.	Confirm availability before replying.
Yesterday, 7:04 PM	Pat Gomez	Portal or upload help	Caller could not find the upload area in the portal.	No callback required.
Today, 8:12 AM	Denise Carter	IRS notice	Caller received an IRS notice and asked what it means.	Preparer review required before responding.
Today, 11:32 AM	Unknown caller	Spam or sales call	Vendor sales call. No client follow-up required.	No callback required.

Molmoro does not provide tax advice, request SSNs, collect bank information, collect tax documents, or make filing decisions. Pilots use a separate number, and tax-sensitive matters are routed to a human.