It's March 14th. The phone is ringing off the hook with new-client tax-prep requests. You're in the middle of a $4,800 corporate return and can't break off. That voicemail is one of the 18 you'll never get to before April 15. Each one was a $600 return.
Every other week another tool promises to 'transform' your business — and it just adds one more login, one more thing not to read. Sophia is one operator, not a stack. She answers the phone, books the job, sends the review text, texts the payment link, and tells you what she did at the end of the week. That's it. Co-pilot, not autopilot.
Sophia knows the difference between a 1040EZ and a Schedule C. She qualifies the return complexity, quotes from your tier sheet, captures last year's AGI for engagement letters, and books the drop-off or video consult in your calendar.
The job, not the demo.
She works 168 hours a week. She charges from $5 an hour.
Same outcomes. One operator.
| Part-time employee | DIY voicemail/IVR | Sophia | |
|---|---|---|---|
| Cost | $1,440/mo (PT receptionist) | ~$890/mo (5 separate AI tools) | $1,597/mo |
| Logins to manage | 1 (her email) | 5+ | 1 (your dashboard) |
| Hours covered | 20/week | 168/week (but disconnected) | 168/week (one operator) |
| Owner time to manage | 3 hrs/wk | 6 hrs/wk | <15 min/wk |
+47%
tax-season calls captured
+31%
year-round bookkeeping conversions
12 hr/wk
owner time back
Average across JOOLT operators in their first 90 days.
From $5/hour. Flat tiers, no per-call surprises.
Pay-As-You-Win
$99
+ $35/booking
Starter
$497
/month
Pro ⭐
$1,597
/month
Scale
$3,997
/month
Enterprise
$9,997+
/month
Built for HVAC, plumbing, roofing, electrical, dental, vets, med-spas, real estate, legal, accounting, cleaning, landscape, restaurants, retail, gyms, salons — and pre-trained on the 50 questions your customers ask.
See your industryChatGPT is a chat box. Sophia is an operator. She answers your business line, books on your calendar, charges your customers, and reports back at the end of the week — across phone, SMS, and your booking system. You don't paste anything into a prompt. You hire her.
No — she covers the 168 hours your staff can't. Most owners use Sophia for after-hours, lunch breaks, on-the-job moments, and overflow during busy windows. The receptionist or front-desk lead handles the warm in-person work; Sophia handles everything else.
From your tier sheet, yes. Simple 1040 = $X. 1040 + Schedule A = $Y. 1040 + Schedule C = $Z. Multi-state, K-1s, or business returns get an 'after-we-see-your-docs' answer. She never under-quotes a complex return.
Yes. She texts existing clients about Q1/Q2/Q3/Q4 estimated payments 14 days before due, extension reminders 21 days before April 15, and year-end planning offers in October-November. Existing-client engagement goes up ~25% in the first season.
Yes. Any call mentioning an IRS notice, audit, or CP-letter is tagged urgent and routed to the preparer who filed the return (or to the partner if you set that rule). She captures the notice type + tax year so you can pull the file before calling back.
Sophia is your co-pilot, not autopilot. We phase her into your business — answering calls week 1, booking week 2, reviews week 3 — so you build trust before she runs the whole operating layer.