Handle more consultations without repetitive intake work
Your AI video avatar conducts approved informational consultations, collects documents, and answers general client questions — so you focus on the work that bills. It does not provide tax advice.
See how CPAs use DigitarThe problem
Tax season breaks practices that aren't built to scale.
You're overwhelmed during tax season and can't take on new clients without burning out.
Client onboarding eats hours every week on the same basic questions.
You can't grow advisory services because intake takes all your time.
How your AI employee helps
Tax planning consultations
Pre-screen clients and gather context before they ever book your time.
Client onboarding
Walk new clients through document collection and engagement letters face-to-face.
Deadline reminders
Personalized video reminders that actually get opened and acted on.
Audit support
Answer common audit questions 24/7 so clients stop panicking at 11pm.
Potential impact
Standardize intake, answer approved general questions, and route clients to the right human.
Ready to hire your AI employee?
Join our pilot program. Limited spots available.
See how CPAs use Digitar