April: when the phone never stops ringing

It's annual filing season. Your WhatsApp explodes: "How much do you charge for annual filing?", "What documents do I need?", "Can you help me with my tax refund?", "Do you serve individual taxpayers?". You're closing financial statements for three clients. Your assistant is on the phone with the tax authority. Messages keep piling up — and prospects move on to the accountant who does answer.

During peak season, each unread message is a client who will bill with someone else.

58% of Mexican taxpayers search for their first accountant on WhatsApp. Those who receive a response in less than 30 minutes are 5 times more likely to hire the service. — IMCP, 2024
The Executive Assistant Agent (AAE) is not a chatbot with fixed responses. Coordinates schedules for multiple accountants, drafts client communications, generates tax compliance reports, and creates educational content for the firm.

What does a Virtual Agent do for your firm?

Filters qualified prospects

Asks about tax regime, business type, approximate billing, and needs. Only passes you prospects worth your time.

Sends document checklist

Tax ID, fiscal status certificate, bank statements — the agent tells the prospect exactly what to bring.

Shows services and prices

Monthly accounting, filings, payroll, invoicing, audits — each service with clear pricing and scope.

Schedules initial consultations

The qualified prospect books a meeting with you. Arrives prepared, documents ready. You close faster.

Metrics that matter

MetricWithout AIWith Virtual Agent
Prospects lost during peak season~55% receive no response100% attended to
Time spent on informational consultations3-5 hours/week0 — AI handles it
Prospects who arrive prepared~20%90% with documents ready
Monthly investment$7,000+ (assistant)From $9 USD

How do I get started?

Advanced AI, made in Mexico

While other solutions respond with limited logic, the AAE uses an advanced AI architecture developed in Mexico by LiveSoft Labs Mx. It's not a rigid FAQ chatbot. It's an agent that adapts its response based on context: depth when needed, speed when it matters, and judgment to better serve each customer.

Deep analysis Natural writing Fast response Updated context
Made in Mexico with proprietary research · LiveSoft Labs Mx · Not dependent on a single provider

The economic argument: real numbers

What does the AAE amplify or replace?

Executive assistant for your firmWork equivalent to what the agent does
$8,000–
The obvious choice

Combo customer service + executive assistant: your complete AI team

The ASC handles customers, sells, and generates PDF quotes. The AAE manages, creates content, and executes executive tasks. Together they operate like 3 to 5 people — no payroll, no vacation, no excuses.

$29/month
You save $9/month vs. hiring them separately · $99 per year with annual billing

No minimum contract · No complex setup · Instant activation · Cancel anytime