Appointment booking
Schedule, confirm and reschedule appointments around your sites' volunteer hours.
VITA · Volunteer Income Tax Assistance
Fill Every VITA Appointment
Tax season is short and sites are run by volunteers. CivicReach books appointments, tells filers what to bring and points them to the nearest site.
Also known asVITAVolunteer Income Tax AssistanceTCE (Tax Counseling for the Elderly)Free tax preparationEITC and Child Tax Credit outreach
Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) sites help families claim the EITC and Child Tax Credit, often the biggest check they get all year. But the season is short, sites are run by volunteers and the phones never stop between January and April.
CivicReach answers those calls. It checks whether callers qualify for free tax prep, books and confirms appointments, sends a document checklist and directs callers to the nearest site, so volunteers can spend their hours preparing returns.
Why the phones get hard
- A compressed season means a few months of nonstop calls
- Filers arrive without the documents they need and have to rebook
- No-shows waste scarce volunteer hours
- Families who qualify for EITC never hear that free help exists
What CivicReach does for VITA
What-to-bring checklists
Make sure every filer arrives with their W-2s, IDs and prior-year return, so returns get done in one visit.
Site lookup
Direct callers to the nearest VITA or TCE site, with its hours and languages.
EITC & CTC outreach
Explain who qualifies for free tax prep and the credits families are leaving on the table.
Who runs VITA
Built for every kind of provider
Depending on your state, VITA might be run by a community action agency, a county or a state office. We work with all of them.
Community Action AgenciesMany CAAs host VITA sites alongside their other programs.United WaysUnited Ways run and coordinate many VITA coalitions.Cities & CountiesFinancial empowerment offices often sponsor local sites.Area Agencies on AgingAAAs and senior centers often host TCE sites for older filers.
VITA questions
Does the AI prepare tax returns?
No. Returns are prepared by your IRS-certified volunteers. CivicReach handles the phone work around them: scheduling, document checklists, site information and outreach.
We only run during tax season. Does that work?
Yes. You can turn CivicReach on for the season and switch to a simple off-season message once filing closes.
Run more than one program? See all the programs we support.
Your community is waiting.
Let's talk about what CivicReach can do for your agency. Whether you're ready for a pilot or just exploring — we'd love to learn about your work.