We built this for Column Tax
This isn't a slide deck. It's a working AI agent that handles taxpayer questions about refunds, filing, amendments, audits, and data security. Try it.
Try the Chat Agent
Ask about refund timelines, how to get started filing, amending a return, audit support, or data security.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the Voice Agent
Same AI, same knowledge -- just over the phone. Call to experience what your taxpayers would hear.
(662) 399-4302US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet Can Deliver for Column Tax
Built around real taxpayer scenarios -- refund tracking, filing help, amendments, audit support, and data security for hundreds of thousands of filers.
Refund Status & Timelines
Answers the #1 taxpayer question instantly -- where's my refund? Provides IRS timelines, tracking steps, and explains common delays without making false promises.
Filing Guidance & Document Prep
Walks taxpayers through what documents they need, supported tax situations, and how to get started filing through their partner app.
Amendment & Correction Support
Guides taxpayers through the 1040-X amendment process, timelines, and what to expect -- without providing specific tax advice.
Audit Assistance
Reassures taxpayers who receive IRS notices, explains common notice types, and outlines Column Tax's audit support program.
Data Security & Privacy
Confidently explains SOC 2 certification, bank-grade encryption, IRS compliance, and privacy protections that keep taxpayer data safe.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Taxpayers get consistent, accurate answers whether they're asking about refunds, filing, or security.
How we built this for you
This demo was built from scratch for Column Tax. Real logic for real taxpayer scenarios.
Mapped Your Scenarios
Refund tracking, filing guidance, amendments, audit support, and data security -- all handled with dedicated workflows for taxpayers and partner users.
Added Your Knowledge
IRS timelines, supported forms, guarantees, amendment processes, security certifications -- all instantly searchable by the AI when taxpayers ask.
Set the Safety Controls
No specific tax advice given. No fabricated data. Adversarial input handling. Every response stays on-brand and within compliance guidelines.
Ready to Connect
Chat and voice are working right now. Ready to connect to your taxpayer data, partner APIs, and backend systems.
Ready to Add the World's Best CX AI?
Connected to your actual taxpayer data. Handling real support volume across your hundreds of thousands of filers. This sandbox is just the start.
Finish Setting Up Your Sandbox