An AI agent that knows your services, pricing tiers, and specialties. Answers tax prep, bookkeeping, and advisory questions instantly — then captures the lead.
During tax season your team is buried. Prospects call, get put on hold, and go to H&R Block instead of waiting.
"What documents do I need?" "Do you handle business taxes?" "How much does tax prep cost?" Your front desk repeats this 20 times daily.
A new tax client stays for years. The lifetime value of a single missed prospect is $15,000+. Your website is leaking money.
Based on industry averages for cpa firms
AI pre-qualifies leads by asking about filing type (individual/business), revenue range, and timeline — routes hot leads to partners.
Visitors compare tax prep, bookkeeping, advisory, and payroll services. The AI explains each and recommends the right fit.
AI tells prospects exactly what documents to bring for their first meeting. Saves your team 30 minutes per new client.
The math speaks for itself.
Click the chat icon in the bottom right to talk to a real ChatForge AI agent trained for cpa firms.
Ask it anything — it's trained on real cpa firms content.