For accounting & financial services
Get through tax season without missing a client.
When every client calls at once, the phone becomes the bottleneck. We build trustworthy websites for CPAs, bookkeepers and financial firms, then an AI front desk that answers routine questions, books appointments and collects intake details.
What documents do I need to bring for my tax appointment?
Here's our checklist: last year's return, your W-2s or 1099s and any deduction receipts. Want to book your appointment now?
Where the work slips away
Deadlines bring the flood.
Tax-season phone overload
The same deadline and document questions arrive by the hundreds every spring.
Messy intake
New clients arrive without the basics you need to quote and onboard them.
Prospects that slip away
Inquiries outside peak season get forgotten until they've hired someone else.
What we build
A calm front desk, even in April.
We keep sensitive financial data out of AI conversations. The assistant collects contact details and the basics you choose, never Social Security, account or tax ID numbers.
- A credible website with services, industries served and credentials
- An AI receptionist that answers hours, deadlines and checklist questions from your Company Brain
- Appointment booking with reminders
- New-client intake for the basics, with documents kept in your secure portal
- Instant follow-up for every prospect
- Review requests after engagements
Where to start
Busy firms should start with AI Front Desk.
It absorbs the seasonal call spike, books appointments and gathers clean intake details, so your team works on clients, not the phone.
Never miss a call
AI Front Desk
For busy owners who can't pick up the phone on a job.
$1,497/mo
$0 to build ยท $2,136/mo if bought separately
- Everything in Lead Engine
- AI Phone Receptionist, 24/7
- AI Lead Qualification
- AI Call & Chat Summaries
- Review Response Assistant
- Your Company Brain: the knowledge your AI answers from
Questions
Straight answers.
Is it safe to use AI with financial clients?
We keep sensitive data out: the AI doesn't ask for or store Social Security numbers, account numbers or tax documents. It handles questions, scheduling and basic intake only. Secure document exchange stays in your client portal.
Can it answer tax questions?
It answers logistics, like the deadlines you publish, what to bring and how to book. It doesn't give tax or investment advice.
Does it work for financial advisors too?
Yes, for scheduling, intake and follow-up. We configure it around your compliance requirements and keep advice with licensed professionals.
Keep exploring
See it before you pay a cent.
We build a free preview of your new homepage first. If it isn't right for you, you walk away. No card, no contract.