Vertical Playbooks

Built for formal intake and appointment rules.

SmoothFlow is strongest where every booking depends on structured qualification, policy compliance, and reliable calendar handoff.

Vertical playbook

CPA & Tax Services

AI assistant for tax season intake.

Tax season compresses months of calls, document questions, and deadline reminders into a few overloaded weeks.

Collect service type: personal tax, business tax, bookkeeping, payroll, audit

Check whether required documents are ready before booking

Schedule discovery calls with the right preparer or advisor

Send reminders for document upload and filing deadlines

Outcome

More qualified consultations without turning senior staff into phone support.

If your team follows a script, policy, calendar rule, or consultation filter, SmoothFlow can turn it into a front desk automation layer.