Tax preparation rarely breaks down on judgment. It breaks down on handoffs: a document packet that arrives complete but never gets marked complete, a preparer waiting on a missing form nobody chased, a review that starts late because readiness was never confirmed. In a hands-on Zati workshop, you build the workers that close those gaps—website work, a voice intake agent and an organized set of AI workers—then learn to run and improve them yourself.
Book your free 30-minute discovery call and see what this would look like for your practice.
Your first conversation with David is free, with no purchase obligation. You receive:
Bring your website and the workflow that keeps slipping. We look at where inquiries get stuck, how intake calls reach you and which jobs would genuinely benefit from an AI worker. You keep the audit report and redesign preview whether or not you book a workshop.
We work through technical SEO, service pages, the mobile experience and the contact path for prospects researching a preparer or CPA firm. AEO and GEO work makes your business information clearer and easier for answer engines to interpret. We redesign the agreed pages with you and show you how to update them, so the next improvement does not have to become another development project.
We set up a voice agent around your business information, the questions callers actually ask, and the details you need captured: name, contact, tax year, entity type, document status. You work through the call flow and test what happens when the agent needs a person. Any booking, quotation, transfer or connected-tool action is agreed with you before it goes in. Your practice decides what can be handled automatically—and what must be confirmed by staff. The agent gathers and routes; it does not give tax advice or make filing decisions.
Workers get useful jobs, clear instructions, context and handoffs, using Zati, Muse or GrokBot where the selected platform suits the work. A first team might include:
We also create workers to maintain SEO, AEO and GEO—reviewing pages, identifying gaps, suggesting updates and preparing changes for your approval.
You do the work alongside David. You practice changing information, reviewing a worker's output, spotting a mistake and making the next improvement yourself. You finish as the person operating the agreed setup and explaining how to maintain it. You keep your accounts, the operating guidance and a practical routine for checking the work.
A worked example we can map on the call: when a household packet comes in complete, a readiness worker produces a checklist of outstanding prerequisites; a drafting worker turns that into a handoff packet naming the next responsible person per open item; a reviewing worker returns a verification result plus the questions that need a professional answer. You decide whether the return is ready for signature. This is a design we scope together—not a claim of an existing integration.
Practice asking workers for tasks, reviewing their work and improving instructions through conversation.
Every package has a written scope and quote, agreed on the call.
Free website hosting is optional and available—we help set it up and show you how to manage it, or you keep a suitable existing host. Domain renewals, phone and AI usage, and any paid software remain separate costs. We identify them before the workshop.
Where does this fit with our tax software? Bring your current practice-management and document systems. We identify what the setup needs as inputs and outputs, and what stays in your own tools. Connected access depends on supported capabilities and permission to use taxpayer information involved.
How much judgment can be handed over? Less than most people expect, and that is the point. Tax treatment, conflicting records, readiness to sign and any filing or external record change stay with authorized professionals and your existing systems.
Can you guarantee rankings or AI citations? No. We improve the agreed pages and create a maintenance process; search and answer engines determine their own results.
Book your free 30-minute call. Bring your website and one workflow. Keep your audit report, redesign preview and a clearer idea of the next step—whether or not you choose a workshop. Questions before then: david@sire.run.