How Michael Stachowski, CPA LLC Made Every Client Call Feel Organized and Calm

Tax stress doesn't wait for a callback

Clients call when something feels urgent: an IRS letter, a deadline, a filing question. They're anxious, and a voicemail doesn't help.

Busy periods made it hard to answer every call. Contact details were sometimes incomplete, scheduling meant back-and-forth, and
time-zone mix-ups caused missed appointments.

Every interrupted call pulled the CPA away from client work.

Lexi: Client Intake & Appointment Coordination Agent

Impleko AI designed and deployed Lexi, a friendly voice agent for the firm's main line. She now handles:

• Answering client inquiries clearly and calmly
• Collecting and confirming names, phone numbers, and emails
• Supporting appointment scheduling in Pacific Time
• Reassuring clients dealing with IRS or tax concerns
• Keeping every conversation confidential and professional
• Passing complete details to the firm for follow-up

Lexi was trained on the firm's services and tone. She keeps calls efficient and never gives tax advice.

Organized intake, fewer scheduling headaches

Lexi gave the firm a receptionist that's always on.

• Every call is answered, including during tax-season rushes
• Contact information is captured correctly the first time
• Appointments are set in the right time zone
• Anxious clients get a calm first response instead of voicemail

Clients feel looked after from the first call, and the CPA stays focused on the work.