Add an AI advisor to your accounting firm website for instant tax help and onboarding
Your AI Operator operates autonomously on Web Chat — handling conversations, executing tasks, and escalating when needed. Running on a dedicated server, configured by our team for your accounting & tax business.
Embed a smart chat widget on your accounting firm website that handles new client inquiries, answers tax questions, schedules consultations, and guides document submission — converting website visitors into clients year-round.
Accounting website chat increases consultation bookings by 30%
Business owners researching CPAs at night need instant answers
Self-service document checklists reduce back-and-forth emails
Captures leads during peak tax season when phones are jammed
New client inquiry handling and service matching
Tax preparation checklist and document guidance
Consultation scheduling with CPA availability
Service pricing and package comparison
Secure document upload portal integration
Add the Eaxy AI widget to your accounting firm website
Upload services, pricing, and CPA schedules
Configure onboarding and document submission flows
Go live — website visitors become clients faster
Your Eaxy AI Operator for accounting & tax operates across all the channels your customers use
Every Eaxy AI Operator runs on dedicated infrastructure — not a shared platform where performance degrades as more customers onboard.
Your AI Operator runs on its own isolated server with guaranteed resources and uptime.
Multiple AI agents collaborate behind the scenes — one handles conversations, another manages scheduling, another processes data.
Our team handles all updates, monitoring, and optimization. You focus on running your business.
Explore our guides on deploying AI Operators on Web Chat.
Get your accounting & tax AI Operator live on Web Chat in 24 hours — configured by our team, running on a dedicated server.