We built this for Taxfyle
This isn't a slide deck. It's a working AI agent that handles filing status questions, document guidance, billing inquiries, Pro matching issues, and answers real client questions. Try it.
Try the Chat Agent
Ask about filing status, document requirements, service fees, Pro matching, or anything a Taxfyle client might need help with.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the Voice Agent
Same AI, same knowledge -- just over the phone. Call to experience what your clients would hear.
(786) 822-7262US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet Can Deliver for Taxfyle
Built around real client scenarios -- filing status, document guidance, billing, Pro matching, and more.
Natural Conversations
Clients ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues -- not just FAQ lookups.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Clients get consistent answers however they reach out.
Compliance Built-In
Built for regulated tax services. Guardrails prevent unauthorized tax advice, audit trails track every interaction, and escalation paths keep you compliant.
Tax Season Ready
Handle the April and October filing surges without seasonal hiring. Lorikeet scales instantly to match your volume -- 24/7, no ramp-up needed.
Ready for Your Systems
In production, connects directly to your client data, Pro network, and filing APIs. This demo shows the experience -- yours will have real integrations.
Deploy in Days
This entire demo -- support scenarios, knowledge base, voice and chat -- was built in hours. Your production launch can be just as fast.
How we built this for you
This demo? Built from scratch for Taxfyle. Real logic for real scenarios.
Mapped Your Scenarios
Return status tracking, document upload guidance, billing questions, Pro matching, account access -- all handled with dedicated support logic.
Added Your Knowledge
Filing process, required documents, pricing tiers, Pro network, TXF Intelligence, and more -- all instantly searchable by the AI when clients ask questions.
Set the Guardrails
No unauthorized tax advice. No fabricated return details. Every response stays on-brand and within your policies.
Went Live
Chat and voice are working right now. Ready to connect to your actual client data, Pro network, and backend systems.
Ready to Add the World's Best CX AI?
Connected to your actual client data. Handling your real support volume. This sandbox is just the start.
Finish Setting Up Your Sandbox