An AI front desk answers whether a firm handles personal or business returns, the cost of services, and new-client availability from your site content — never tax advice.
An AI front desk on a CPA or tax firm's website answers the questions a prospective client has before they call: does this firm handle personal or business returns, what do services cost, is the firm taking new clients. It answers only from what the firm has already published, with the source page shown. It does not give tax or financial advice about a visitor's own situation. That goes to a CPA.
Tax season and year-round bookkeeping questions both bring visitors to a firm's site who are comparing options before they call anyone. The assistant answers from the firm's own published pages: whether the firm handles personal returns, business returns, or both, general pricing if the firm publishes it, and whether new clients are currently being accepted. Every answer carries the source page it came from, so a services question points to the actual page describing them. A second model checks the answer against the published content before it reaches the visitor. If a question goes beyond what's published — pricing for an unusual filing situation — the assistant says it doesn't know and offers to connect the visitor to a person instead of estimating.
Tax and financial advice depends on a person's specific numbers and situation, and a website assistant answering that directly is a real liability. A deterministic crisis-and-hazard check runs in code before any model sees a message, and the assistant's field-tuned rules screen every question first. The moment a message asks for advice on a visitor's own tax or financial situation — what they should deduct, how to structure something, what they owe — the assistant does not answer it. It tells the visitor this needs a CPA and offers to connect them, capturing name and contact so the firm can follow up. Questions about the firm itself — services offered, general pricing, new-client availability — are answered normally from what's published.
A visitor asks: "Do you handle business returns, and are you taking new clients?"
The assistant answers: "Yes, we handle both personal and business returns, and we're currently accepting new clients — details are on our Services page. (Source: Services page)"
A different visitor writes: "Can I deduct my home office if I work from my kitchen table?"
The assistant answers: "That depends on your specific situation, so it needs a CPA to answer properly rather than a general reply here. I can set up a time to talk — can I get your name and a number or email?"
Install is one line of code added to the site the firm already has — WordPress, Wix, Squarespace, Webflow, Shopify, or through Google Tag Manager or Framer, depending on the setup. There's no rebuild and no migration off the current site. A firm without a site to add code to can run the assistant at its own link instead, with a QR code on a card or in an email signature. The firm sets what the assistant can talk about and where it hands off, and can change either from the dashboard. The dashboard shows whether the assistant is live, what visitors have asked, which leads need follow-up, and where the assistant hit a question it couldn't answer.
$99 a month, flat, for one business and one website. No meter on conversations, no tiers, cancel any month. Before any commitment, the firm gets a free private working preview, built in under 24 hours, no card required, and nothing goes live on the public site until the firm approves it. Approving it starts a 30-day free trial, and that's when a card is entered.
No. Its standing rules stop it the moment a question crosses that line, and every answer is separately checked against the business's published pages before it ships. It tells the visitor this needs a CPA and connects them instead of guessing.
It can share whatever general pricing the firm has published. A specific quote depends on the filing itself, so that goes to a person.
Yes. It's one line of code added to WordPress, Wix, Squarespace, Webflow, Shopify, or through Google Tag Manager or Framer. No rebuild, no migration. Try the free private preview, built in under 24 hours, no card, at askmy.business.
Give us your website and we build your private assistant — free, usually within a day, no card. Nothing goes live without your approval.
Build my free previewUpdated 2026-09-01 · AskMyBusiness by Vision Genesis · Knoxville, TN