Agents that answer WhatsApp 24/7 in English and Spanish, deliver documents, and keep the audit trail. This is not a demo: it runs today, in production, inside our own Florida tax firm.
Running in the HC Financial Services lab · funnel metrics under instrumentation (Q3 2026) · real data as of 07/24/2026
I'm Jesús Hernández, a controls and automation engineer. I spent my career automating industrial systems: plants, processes, controls. Today I apply that exact same engineering to something different: the daily operation of a services firm.
I'm a partner at HC Financial Services, a bilingual tax and bookkeeping firm in Florida. There, with real clients and real tax seasons, I built the AI agents that today answer WhatsApp, deliver returns, and keep the operation's audit trail.
That's the difference: we don't sell your firm an idea. We show you what already runs in ours, with its numbers, and we implement it in yours.
The same method used to automate an industrial plant, applied to your firm: diagnosis, measurable implementation, continuous operation.
We analyze your real operation: where the time goes, what to automate first, and what return to expect. It's an engineering diagnosis, not a sales call.
We start with the highest-impact agent for your firm. We define success metrics before we begin and put it to work with your systems and your team.
Agents are monitored, tuned, and improved with data from your operation. Your firm grows module by module, no never-ending projects.
Before: every finished return meant drafting an email, attaching, verifying, and following up by hand. Now: the agent delivers, notifies, and logs every send. The team checks a dashboard, not an inbox.
Real data as of 07/24/2026
Before: tax-season messages piled up and replies took hours. Now: clients get an immediate answer in their language, and only what needs judgment reaches the team, with context.
Most AI in this space speaks English only. Our agents serve your Hispanic clients in their language, with equal quality in both.
Built inside a tax firm, for tax and professional-services firms. We understand your season, your documents, and your clients.
Behind this there is no marketing agency: there is a controls and automation engineer who has shipped production systems his entire career.
Opt-in, audit logs, and traceability by design. Your data and your clients' data are treated as what they are: sensitive information.
Natively, not translated. The agents understand and respond in Spanish and English with equal quality, including voice notes. That is precisely our wedge: most AI solutions ignore the Hispanic client.
We're not after your clients; we're here so you can serve yours with less effort. Owning a firm is exactly why we know this works in a real operation, not a demo lab. We also prioritize working with firms outside our direct client area.
It depends on your operation, which is why we start with a paid discovery: an engineering diagnosis you walk away from with an actionable plan and clear numbers, whether you build with us or not. Everything gets quoted in that conversation, no surprises.
That's exactly why this exists. Implementation happens outside peak season, and the goal is for you to face the next season with a digital team working alongside yours. Let's schedule now and implement when the tide goes down.
It is treated as sensitive information by design: documented opt-in, a log of every interaction, human escalation when it matters, and no use outside your operation. Traceability is not an add-on: it is part of the architecture.
No. The agents integrate with what you already use: your WhatsApp, your email, your CRM. The rule is to start with the highest-impact module and grow from there, no endless migration projects.
Message Vicky on WhatsApp and see for yourself what your firm could have: instant answers, in your clients' language, with everything on record.