Someone is on your accounting firm's website right now comparing you to three other firms. An AI chat agent answers their questions instantly, explains your services, and captures their info before they move on.
January through April your phones ring nonstop. Half the calls are basic questions your website should answer. Your staff is drowning and new prospects get a busy signal.
People searching for CPAs open three or four websites in tabs. The firm that engages first wins. If your site is a static brochure, you lose to the one that actually talks back.
Business owners do their research at night after their own workday ends. They have questions about your services at 9pm. Your office is closed. They move to the next firm.
"What documents do I need?" "Do you handle payroll?" "How much does tax prep cost?" Your team answers these all day every day. That's time they could spend on actual client work.
"Do you handle small business taxes?" "What about quarterly filings?" "Can you help with back taxes?" Your AI agent explains your full service menu clearly and professionally.
When a prospect is interested, your agent naturally collects their name, email, phone, and business type. Every lead appears in your dashboard ready for follow-up.
Your AI agent can handle 100 simultaneous conversations without breaking a sweat. No hold times, no missed calls, no overwhelmed front desk during your busiest months.
Tax planning, bookkeeping, payroll, advisory. Your agent breaks down what each service includes in plain language so prospects understand the value before they even call.
The average new accounting client is worth thousands annually. At $97/month, ChatForge pays for itself with a single conversion. Most firms see leads within the first week.
Enter your services, pricing, and office info. Copy one embed code to your website. No IT department, no developer, no lengthy onboarding process.
This is what your website visitors experience. Try asking a question.
Try these questions in the demo above:
Every visitor who leaves without engaging is revenue that walked out the door. Fix that in 60 seconds.
Deploy Your CPA AI Agent — FreeAI chat agents for every industry