Question 1

How does Mikla cope with filing season call volume?

Accepted Answer

January to April is why firms buy it. Every call, form, and message is answered in the order it arrived. A new client who rings in March hears back the same hour. Your preparers stay on returns.

Question 2

Can it tell a business return from a personal one?

Accepted Answer

It asks what your front desk asks. Entity type, how many owners, which states, whether there is payroll, and how many years are unfiled. An S corp filing in three states goes to a partner. A single W-2 return goes wherever you route it.

Question 3

Will Mikla quote a price for a return?

Accepted Answer

Only if you want it to. Most firms have it explain how fees are set, gather the facts, and leave the number to the partner. Mikla never promises a refund, a saving, or any outcome with the IRS.

Question 4

What happens to our client data?

Accepted Answer

It stays in the systems you already run. Your team sets what Mikla asks at intake and what it never collects. Documents keep moving through the portal you use today. We claim no certification on your behalf.

Question 5

Can it collect documents before the first meeting?

Accepted Answer

Yes. Mikla sends the intake checklist you already use. It follows up on what has not arrived and stops once the file is complete. The meeting starts with the paperwork in hand.

Question 6

Does it handle extension and deadline calls?

Accepted Answer

September and October bring a second wave. Mikla answers those callers, tells each one which document you are still waiting on, and books the time to finish the return.

Question 7

Can it turn a one-time filer into an advisory client?

Accepted Answer

A client who filed in April is a planning conversation in July. Mikla follows up on the schedule you set and books the advisory meeting on your partners' calendar.

Question 8

Will callers know they are speaking to software?

Accepted Answer

Mikla learns how your front desk greets people and uses the same wording. It can introduce itself as an assistant if that is what you want. You can hold every reply for approval until it sounds like the firm.

Everything Mikla can do for your venue.

Find Mikla for your business.

Best AI Receptionist
for Accounting & Tax Firms

From a March phone call to a booked consultation.

Tax questions arrive on nine channels. Mikla answers all of them.

Trained on the returns you prepare.

Common questions.

Mikla is built for every kind of local business.

We configure Mikla on your firm.

Full refund if Mikla doesn't pay for itself.

Answer every April call. Book the consultation.

Best AI Receptionistfor Accounting & Tax Firms