Accounting firms use Agentforce to answer client tax questions by pulling data from Salesforce and IRS.gov. The AI agent handles routine requests like return status and dependent questions, escalates complex issues to humans, and is expected to handle about half of incoming requests at 1-800-Accountant.
It's the best time of year tax season. If you happen to be an IRS agent. For the rest of us, figuring out how much we owe Uncle Sam can be a bit stressful, time consuming, and even a little bit confusing. Especially considering that in the last three decades, the tax code has grown by more than a thousand pages. But what if you had a trusted and knowledgeable expert to answer all of your tax questions? 24 7. No, not that guy in accounting who never seems to leave the office. I'm talking about AI agents. Accounting firms are starting to use agents to help their customers navigate the complexity of tax filing. For example, 1-800- accountant is using AgentForce, a digital labor platform to make things easier for the small businesses they serve.
It's very difficult to scale in a service oriented business. Without being able to scale people, there just aren't enough accountants to hire.
AgentForce can access internal resources like Salesforce Data and at the same time external resources like IRS.gov to provide fast personalized answers to your tax questions. It can tell you your tax return status, clarify dependent qualifications, and provide filing deadlines specific to your situation.
You simply activate your data cloud and build the database of the knowledge base. And then it'll just read from that.
And if AgentForce runs into a complex issue it can't solve, they'll simply hand off to a human for help. 1-800- accountant expects that agent Force will handle half of their incoming requests, meaning that their human agents can focus on building customer loyalty and helping first time business owners.
