Finishline Tax solution
Finishline Tax solution
Finishline Tax solution
AI Sales Representative Platform for Tax Resolution
AI Sales Representative Platform for Tax Resolution
AI Sales Representative Platform for Tax Resolution
Industry
Industry
Tax Resolution · FinTech · B2B SaaS · AI & CRM Automation
Duration
1-2 Weeks
About
Finish Line Tax Solutions is an AI-powered sales and operations platform built for a tax-resolution firm that handles a high volume of inbound calls from people with IRS and state tax problems. The goal of the project was to introduce an AI sales representative that could answer calls, qualify leads, collect case details, and prepare follow-ups while integrating everything into the company’s existing CRM, IRS Logics, so that human teams could complete payments and deliver resolution services without losing context or control.
Finish Line Tax Solutions is an AI-powered sales and operations platform built for a tax-resolution firm that handles a high volume of inbound calls from people with IRS and state tax problems. The goal of the project was to introduce an AI sales representative that could answer calls, qualify leads, collect case details, and prepare follow-ups while integrating everything into the company’s existing CRM, IRS Logics, so that human teams could complete payments and deliver resolution services without losing context or control.
Finish Line Tax Solutions is an AI-powered sales and operations platform built for a tax-resolution firm that handles a high volume of inbound calls from people with IRS and state tax problems. The goal of the project was to introduce an AI sales representative that could answer calls, qualify leads, collect case details, and prepare follow-ups while integrating everything into the company’s existing CRM, IRS Logics, so that human teams could complete payments and deliver resolution services without losing context or control.
Challenges
Challenges
Challenges
The main challenge was that Finish Line’s sales process was entirely human driven and difficult to scale. Tax analysts had to manage calls, qualification, data entry, payments, and follow-ups manually, which led to inconsistent information, limited visibility for managers, and slow response times. Introducing AI added new complexity, because the system needed to capture sensitive data, create tasks, sync with the CRM, and support manual payment handling without creating compliance or operational risks.
The main challenge was that Finish Line’s sales process was entirely human driven and difficult to scale. Tax analysts had to manage calls, qualification, data entry, payments, and follow-ups manually, which led to inconsistent information, limited visibility for managers, and slow response times. Introducing AI added new complexity, because the system needed to capture sensitive data, create tasks, sync with the CRM, and support manual payment handling without creating compliance or operational risks.
The main challenge was that Finish Line’s sales process was entirely human driven and difficult to scale. Tax analysts had to manage calls, qualification, data entry, payments, and follow-ups manually, which led to inconsistent information, limited visibility for managers, and slow response times. Introducing AI added new complexity, because the system needed to capture sensitive data, create tasks, sync with the CRM, and support manual payment handling without creating compliance or operational risks.
My Role
My role was to design the full product experience for this AI driven sales platform. I was responsible for translating Finish Line’s real-world call flow and CRM operations into a role-based digital system that connected the AI voice agent, human managers, and IRS Logics into one clear workflow. I mapped the complete journey from an inbound call to a qualified lead and finally to a manual payment handled by a human agent, then designed the dashboards, call logs, call detail views, task system, payment-intent tracking, and knowledge base to support that flow. I made sure every call produced transcripts, summaries, and insights, every follow-up became a task in the CRM, and managers could see system health, AI performance, and operational status in real time, all while keeping payments and compliance safely under human control.
My role was to design the full product experience for this AI driven sales platform. I was responsible for translating Finish Line’s real-world call flow and CRM operations into a role-based digital system that connected the AI voice agent, human managers, and IRS Logics into one clear workflow. I mapped the complete journey from an inbound call to a qualified lead and finally to a manual payment handled by a human agent, then designed the dashboards, call logs, call detail views, task system, payment-intent tracking, and knowledge base to support that flow. I made sure every call produced transcripts, summaries, and insights, every follow-up became a task in the CRM, and managers could see system health, AI performance, and operational status in real time, all while keeping payments and compliance safely under human control.
My role was to design the full product experience for this AI driven sales platform. I was responsible for translating Finish Line’s real-world call flow and CRM operations into a role-based digital system that connected the AI voice agent, human managers, and IRS Logics into one clear workflow. I mapped the complete journey from an inbound call to a qualified lead and finally to a manual payment handled by a human agent, then designed the dashboards, call logs, call detail views, task system, payment-intent tracking, and knowledge base to support that flow. I made sure every call produced transcripts, summaries, and insights, every follow-up became a task in the CRM, and managers could see system health, AI performance, and operational status in real time, all while keeping payments and compliance safely under human control.
Result
Result
Result
As a result, Finish Line gained a scalable, AI powered sales operation where inbound calls are handled automatically, data is captured and synced without manual work, and managers have full visibility into what needs attention. The AI reduces workload and speeds up qualification, while humans stay in charge of money, decisions, and customer trust, allowing the business to grow without increasing headcount.
As a result, Finish Line gained a scalable, AI powered sales operation where inbound calls are handled automatically, data is captured and synced without manual work, and managers have full visibility into what needs attention. The AI reduces workload and speeds up qualification, while humans stay in charge of money, decisions, and customer trust, allowing the business to grow without increasing headcount.
As a result, Finish Line gained a scalable, AI powered sales operation where inbound calls are handled automatically, data is captured and synced without manual work, and managers have full visibility into what needs attention. The AI reduces workload and speeds up qualification, while humans stay in charge of money, decisions, and customer trust, allowing the business to grow without increasing headcount.
