Solutions by Industry/Accounting & CPA Firms
Finance

AI Websites for Accounting & CPA Firms

AI Websites for Accounting & CPA Firms

Recommended Plan: Tier 3: Managed Stack
The Problem

"You get bombarded with generic 'Can you do my taxes?' messages. People don't send the right documents and your team burns time chasing details."

Our AI Asset Solution

"We forge an AI Intake Accountant that explains services, collects structured financial info, and helps clients upload what you need the first time."

Key Features Forged

AI tax and accounting FAQ for individuals and businesses

Secure intake forms for new clients with document checklists

Service triage for tax prep, bookkeeping, advisory, and more

Recommended Plan

Tier 3: Managed Stack

The complete AI asset solution for businesses requiring enterprise-grade security, compliance, and the full suite of AI capabilities. Includes everything plus managed services.