iBiZZ WorkFOS AI
for Tax Pratices
WorkFOAS AI is a smart assistant designed to help tax agents support their clients faster, more consistently, and at scale.
It works by accepting user prompts and uploaded tax information, then provides accurate answers, guides clients, and handles common inquiries autonomously — without extra effort.
What It Does
Natural Language Client Support
The WorkFOS AI Agent handles frequently asked questions like documentation requirements, and compliance basics — allowing clients to get faster answers without waiting. Fast AI support significantly improves client experience and reduces workload
Smart Tax Info Upload
Tax professional can upload documents (e.g., PDFs, spreadsheets) and the AI Agent will extract relevant information to help answer queries or prepare responses based on that data. This reduces manual effort for both clients and agents.
Instant Answers Any Time
The AI Agent handles routine questions 24/7, giving clients help outside office hours and reducing manual workload for your team. This improves response speed and allows your human agents to focus on more complex issues.
Smart Escalation When Needed
For complicated cases that require expert review, the AI flags the issue and smoothly passes the context to your human tax professional — so no information gets lost.
Why It Matters
Faster
Client Support
Respond immediately to common tax questions.
Better
Client Experience
Reliable answers anytime.
Efficient
Operations
Free up your team from repetitive tasks.
Scalable
Support
Handle many client interactions at once with ease.
Deliver smarter, faster, and personalized client support with an iBiZZ WorkFOS AI Agent that understands prompts and uploaded tax information — so your team can focus on high-value advice.
