AI-Powered Tax Complexity Triage
AI scores tax complexity from intake data and routes to appropriate CPA tier — simple returns to junior staff, complex t
What This Automation Does
How It Works
Intake Submitted
Prospect completes intake
AI Scoring
Analyze income sources, business, investments, states, life events
Tier Calculation
Tier 1 Simple, Tier 2 Moderate, Tier 3 Complex, Tier 4 Premium
Tier Assignment
Route by score
Auto-Assign
Round-robin within tier; set fee estimate
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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