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.
When the job's done, the customer is right there in front of you — credit card in hand, phone unlocked, ready to pay. Two days later, they're back at work and your invoice is at the bottom of a Gmail folder. Every day you wait to send the link, the collection rate drops. Sophia closes the loop the moment the job is done.
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 tap. Same day. No 30-day wait.
She works 168 hours a week. She charges from $5 an hour.
Same job. Different collection.
| Part-time employee | DIY voicemail/IVR | Sophia | |
|---|---|---|---|
| Cost | $1,440/mo (bookkeeper) | $0 | $1,597/mo |
| Days to pay (avg) | 28 days | 37 days | 1.2 days |
| Collection rate | ~91% | ~83% | ~98% |
| Owner time on AR | 6 hrs/wk | 10 hrs/wk | 0 hrs/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 industryYes. Sophia uses Stripe-issued, PCI-compliant, single-use checkout links. The customer's card data never touches your phone or Sophia's servers. Same security every Apple Pay or Stripe Checkout transaction uses.
No. Sophia plugs into Stripe, Square, QuickBooks Payments, and most major SMB processors on Pro and above. The money lands in the same bank account it does now — just faster.
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 texts a Stripe-secured payment link the moment the job is done. Cash flow that doesn't depend on chasing customers.