1-800Accountant tax season service agent

What was done

1-800Accountant uses Agentforce to handle tax-season service inquiries that previously required phone, email, chatbot, or CPA appointments. The agent reasons across Salesforce data, AWS, internal Google Docs knowledge, Snowflake, and trusted public sources such as IRS content to provide personalized answers and support follow-ups. Salesforce reports 70% autonomous chat resolution, 1,000 inquiries resolved in the first 24 hours, 50% fewer seasonal hires, and 50% more CPA time for high-value appointments.

Stack