“Do you handle bookkeeping as well as tax preparation?”
Clarify your services.
Explain your approved service descriptions and the types of individuals or businesses your firm serves.
AI CONCIERGE FOR CPAS & ENROLLED AGENTS
Make the first question
easier to ask.
Prospective clients may know they need help without knowing which service to ask for. Explain your tax and accounting offerings and guide them to a conversation with your firm.
From $60.00 for 20 prepaid conversations. Voice and text included.
Your website conciergeVoice or text. A helpful place to start.
VisitorI run a small business. Can I get bookkeeping and tax preparation from your firm?
ConciergeClearview lists small-business bookkeeping and tax preparation as services. I can explain each service and show you how to request an introductory consultation.
Based on approved content
Small-business services
Small-business services
Answers from content you approveGuidance to your existing pagesVisitors take the next step
THE QUESTIONS BEFORE THE NEXT STEP
Less searching.
More understanding.
Explain tax and accounting services and help prospective clients get started.
“How do I become a client?”
Explain the onboarding process.
Walk visitors through the introductory steps and consultation options you publish on your website.
“Where should an existing client go?”
Guide visitors to the right channel.
Point to your published client portal or contact page so visitors can continue through your firm’s established process.
YOUR WEBSITE. YOUR KNOWLEDGE. YOUR VOICE.
A helpful welcome,
built around your business.
Share your website
Add your website address. We read your public pages and organize the information about your business.
Make the knowledge yours
Review service descriptions, client types, onboarding steps, and client portal links. Add anything missing, approve the content, and choose your concierge’s tone.
Add your concierge
Install one small script in your site’s shared layout. Visitors can ask questions by voice or text and find their next step.
A FEW GOOD QUESTIONS
Before you
get started.
Will it answer individual tax questions?
It explains your firm’s services and published process. It is not a substitute for advice from a CPA or enrolled agent who has reviewed the client’s situation.
Should clients share tax documents in the conversation?
Use the conversation for general questions about your firm. Direct tax documents, account numbers, and other sensitive client information through your established secure client process.
Can it explain services for different client types?
Yes. Approve clear descriptions of the individuals, businesses, and specialties you serve so visitors can explore the relevant services before contacting your firm.
How does pricing work?
Start with 20 prepaid conversations for $60.00. Voice and text are included, with no monthly platform fee and no scheduled expiration. Paid activation opens when billing is available.
Give the next visitor
a helpful place to start.
Add your website and review what your concierge knows.