Is there a way to replace a static tax organizer/questionnaire (like Sorban) with an AI voice agent that clients interact with verbally, similar to what Grove offers?

One member described a product called Grove that replaces the traditional written tax questionnaire with a verbal AI agent interaction — clients answer questions (e.g., dependents, ages, credits, planning opportunities like IRA contributions) conversationally on their phone rather than filling out a form or watching a Loom video. They mentioned trying to replicate this themselves using Zapier and tools like Retell AI (partially built) and suggested ElevenLabs as another possible platform. They had used Sorban previously but moved off it this past year because it wasn't working for their firm, while acknowledging others have had success with it.