Built for April

We built this for April

This isn't a slide deck. It's a working AI agent that handles tax filing questions, refund tracking, credits and deductions, IRS notices, and account support for your millions of taxpayers. Try it.

Try the chat agent

Ask about filing your return, refund status, tax credits and deductions, IRS notices, or anything a taxpayer might need help with.

Click the chat icon in the bottom right corner

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 when they need help with filing, refunds, or tax questions.

(929) 643-5739

US 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 April

Built around real taxpayer scenarios -- filing help, refund tracking, credits and deductions, IRS notices, and the questions your millions of filers actually ask.

All channels available

Same AI brain across chat, voice, email, and SMS. Taxpayers get consistent, accurate answers whether they're asking about filing, refunds, credits, or IRS notices.

24/7 availability

Tax questions don't wait for business hours -- especially during tax season. Lorikeet handles taxpayer inquiries about filing, refunds, and credits around the clock.

Compliance built-in

Safety controls prevent specific tax advice, guarantee claims about refund amounts, and sensitive data collection. Every response stays within tax compliance boundaries.

Deep product knowledge

Filer, April Pro, Estimator, Optimizer, W-2 photo upload, all 50 states, IRS forms and notices -- your complete knowledge base, instantly available to every taxpayer.

Speaks your taxpayers' language

Built for taxpayers who want clear, jargon-free answers about their taxes. The AI explains credits, deductions, and IRS notices in plain English -- never condescending or confusing.

Seamless handoffs

When a conversation needs a human -- like a complex multi-state filing or April Pro escalation -- Lorikeet transfers full context so the taxpayer never repeats themselves.

How we built this for you

This demo was built from scratch for April. Real logic for real taxpayer support scenarios.

1

Mapped your scenarios

Tax filing help, refund tracking, credits and deductions, IRS notices, account and product questions -- all handled with dedicated workflows.

2

Added your knowledge

Filer, April Pro, Estimator, Optimizer, W-2 uploads, filing status, state taxes, IRS notices, tax credits, dependents -- your complete knowledge base.

3

Set the guardrails

No specific tax advice. No refund guarantees. No sensitive data collection. No competitor recommendations. Every response stays within compliance boundaries.

4

Ready for integrations

Chat and voice are working right now. Ready to connect to your partner platforms, filing systems, and taxpayer databases for real-time account lookups.

Ready to add the world's best CX AI?

Connected to your actual taxpayer data. Handling real support volume from your millions of filers across every channel. This sandbox is just the start.

Finish Setting Up Your Sandbox