AI solutions for the modern firm
TaxGPT brings cutting-edge AI solutions to supercharge your accounting and tax firm's efficiency and client satisfaction.
Intelligent client onboarding chatbot
Say goodbye to manual data entry, endless back-and-forth emails and long forms.
With the new TaxGPT chatbot, capturing essential client details has never been easier. Whether it’s a new business client or an individual, our chatbot seamlessly collects their name, email, phone number, and client type.
It's the perfect tool to kickstart client engagement, ensuring you have all the critical information at your fingertips from day one.
How does the TaxGPT chatbot work?
When someone visits your website and interacts with the TaxGPT chat, It starts a personalized conversation, gathering key details to match them with your services.
When visitors have tax-related questions, TaxGPT delivers clear and precise educational answers. Visitors get the correct information quickly, whether it’s about tax laws or specific inquiries about your firm and services.
Effortlessly qualifies leads based on user’s input, capturing essential information like name, email, phone number, and client needs. This helps you focus on the prospects that best fit your firm.
Every conversation is customized to highlight your firm’s unique expertise, whether personal taxes, business services, tax advisory, strategy, estate planning, or specialized tax areas.
Note: The TaxGPT chatbot has questions and knowledge limits that only allow it to capture the client leads.
Wayne L.
CPA
