Resolve

AI Support Agent for Accounting

Invite-only early access

Client questions answered all year without adding staff

Resolve answers clients about deadlines, missing documents, and return status, and chases the paperwork for you. Tax-advice questions go to the right CPA.

  • Free to request
  • Layer3Labs readers get early access
  • Early-access pricing
Client email · March 28Resolve
Did you get everything you need for my return?
Almost. We still need your 1099-B from your brokerage. The upload link is below.
Uploaded. When does it get filed?
Your return is in review. You get a text the day it is filed.
Missing document received · checklist updated
Document collected · no staff time

What Resolve does for you

The work of support staff, done for accounting and CPA firms every day

Clients get return-status and deadline answers at any hour.

Missing-document requests sent and tracked without staff chasing them.

Questions that need a CPA routed with the full thread attached.

No seasonal hire needed to cover the phones and inbox in March.

Clients who get quick answers are more likely to come back next year.

How it works

Up and running in three steps

1

Connect your inbox and chat

Link your website chat, support email, and text line to Resolve.

2

Load your answers

Add your FAQs, policies, and order or booking system so Resolve answers from your own information.

3

Customers answered at any hour

Resolve handles routine questions and sends hard cases to your team with the full history.

Built for your industry

Resolve comes tuned for

All small businessesLegalHealthcareConstructionReal Estate

FAQ

Questions about Resolve

What does Resolve do?

Resolve answers customer questions by chat, email, and text at any hour, using your own policies and records. Anything Resolve cannot answer goes to your team with the full history.

How do invites to Resolve work?

Resolve is invite-only, and invites go out on a rolling basis. Layer3Labs readers who join the waitlist get early access. Every invited business gets early-access pricing.

How does Resolve work with a support team?

Resolve handles routine questions and passes the rest to the people you choose. Your team picks up each handoff with the whole conversation in front of them.

How does Resolve handle my data?

Your data is used only to run Resolve for your business. Resolve answers from the documents and systems you connect, and you can disconnect any of them.

Get Resolve before everyone else

Resolve is invite-only right now, but Layer3Labs readers get in early, at early-access pricing.

  • Free to request
  • Layer3Labs readers get early access
  • Early-access pricing