Stop Losing Tax Clients to Missed Calls.
Billy SmartOS helps tax professionals nationwide capture inquiries, schedule appointments, and follow up automatically — even when they're busy serving clients.
Get Your Tax Business Ready for the 2027 Filing Season.
Smarter Systems. Stronger Businesses. — Billy & Associates Inc.
Illustrative dashboard concept — not a live screenshot. Your Billy SmartOS interface may vary.
A Busy Tax Season Shouldn't Mean Missed Opportunities.
Missed Calls
Potential customers call while you're helping another client — and many never call back.
Unanswered Messages
New inquiries arrive after hours or during peak periods and sit waiting for a response.
Scheduling Confusion
Manual appointments and back-and-forth texts create unnecessary administrative work.
Poor Follow-Up
Interested prospects never hear back and may book with another preparer.
Your tax expertise brings value. Your business systems should help you deliver it.
Meet Billy SmartOS: A Smarter Way to Manage Your Tax Business.
Smart Website & Lead Capture
A professional, mobile-friendly website or landing page designed to turn interest into inquiries.
Online Appointment Scheduling
Customers can request or book consultations based on your available calendar openings.
Automated SMS & Email Follow-Ups
Respond to inquiries, send booking confirmations, and remind clients about upcoming appointments.
Missed-Call Text-Back
Automatically acknowledge missed callers and help them take the next step.
CRM & Client Pipeline
Organize prospective customers, track conversations, and manage appointments from one dashboard.
Optional AI Upgrades
Available with eligible upgraded packagesAI chat assistants and AI phone receptionists are included in the AI Growth Suite and Business Automation Pro plans — not the entry-level plan. Premium and metered AI usage may carry additional charges, disclosed before activation.
From First Inquiry to Booked Appointment.
Spend Less Time Managing Inquiries and More Time Serving Your Clients.
A potential client contacts your tax business
Through your website form, a call, or an online booking request.
Your Billy SmartOS system responds
It acknowledges the inquiry automatically — even after hours or while you're with a client.
The customer schedules an appointment
They receive an opportunity to pick a time that works, based on your real availability.
Confirmations & reminders keep it organized
Automated messages help reduce no-shows and keep your calendar on track.
Get Your Tax Business Ready Before the Rush.
Smart Site & Follow-Up
Featured entry-level package
$297/mo
+ $497 one-time setup
- Billy SmartOS platform access
- Professional template-based website, up to five pages
- Lead capture form
- Booking calendar
- Customer relationship management
- Lead tracking pipeline
- Missed-call text-back setup
Managed marketing and premium AI solutions are available in upgraded packages. Messaging, phone, premium AI, and third-party usage charges may apply and are disclosed before activation. No guaranteed sales results.
Looking for more?
Upgrade to AI-powered customer conversations, managed marketing, and a dedicated AI phone receptionist as your tax business grows.
AI website chat, AI-assisted follow-up, and a monthly performance review.
AI phone receptionist, managed lead follow-up, and monthly marketing assistance.
Let's Get Your Tax Business Ready for 2027.
Schedule a free consultation to discover how Billy & Associates can help simplify your customer communications, appointment scheduling, and follow-up systems.
This form collects your business contact details only — never Social Security numbers, tax returns, or other sensitive taxpayer information.
Common Questions
Do I need an existing website?+
No. Smart Site & Follow-Up includes a professional, template-based website (up to five pages) built for your tax business. If you already have a site, we can connect it or build a new landing page instead.
Can Billy SmartOS work with my current tax business?+
Yes. Billy SmartOS is built for appointment-based, customer-facing businesses. We configure scheduling, lead capture, and follow-up around how your tax office actually operates.
Can I upgrade to AI answering and follow-up services?+
Yes. AI website chat, AI-powered follow-up, and an AI phone receptionist are available with our upgraded AI Growth Suite and Business Automation Pro packages. They are not included in the entry-level plan.
How much does getting started cost?+
Smart Site & Follow-Up starts at $297/month plus a $497 one-time setup fee. Messaging, phone, premium AI, and third-party usage charges may apply and are disclosed before activation. No guaranteed results.
Tax Season Moves Fast. Your Business Should Be Ready.
Make it easier for prospective customers to reach you, book appointments, and stay connected with your tax office.
Billy & Associates Inc.
www.billyassociates.com · 225-307-3254
Smarter Systems. Stronger Businesses.