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.
Most happy customers never leave a review unless asked — and 'ask' has to mean a personal text the day the job is done, with the link right there. If you wait until your monthly newsletter or hope they remember, it never happens. Meanwhile your 4.1 rating is keeping you below the fold on Google Maps. The shop across town at 4.7 gets the call.
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.
One soft ask. One link. In your voice.
She works 168 hours a week. She charges from $5 an hour.
Same customers. Different ask rate.
| Part-time employee | DIY voicemail/IVR | Sophia | |
|---|---|---|---|
| Cost | $1,440/mo (front desk) | $0 | $1,597/mo |
| Customers asked | ~20% (when remembered) | ~5% | 100% |
| Review rate | ~3% of customers | ~1% | ~22% of customers |
| Rating in 90 days | Stays at ~4.1 | Stays at ~4.1 | Climbs to ~4.7 |
+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 industryNo. Sophia texts once, in your business name, the day the job is done. If they don't reply, she doesn't chase. One soft ask, no nag. Across 4M+ jobs the opt-out rate is under 0.4%.
Yes — as long as you don't pay for reviews and don't filter who you ask. Sophia asks every customer the same way, which is exactly what Google's policy requires. She never offers a discount in exchange.
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 asks every customer, the day the job is done, in your voice. Your rating goes up. Your inbound calls go up. You do nothing.