Tax Client Intake & Appointment Optimization MCP Server
by Capithan · Added 9d ago
Install
git clone https://github.com/Capithan/tax-intake-mcpAbout
Streamlines tax professional workflows by automating conversational client intake and generating personalized document checklists based on specific tax situations. It includes tools for calculating case complexity and routing clients to appropriate specialists to optimize appointment throughput.
Tags
documentsmcp-serverglama