Turn Every Website Visitor into a Qualified Lead or Served Client
AI Front Desk lives on your firm's website. It answers prospect questions, qualifies leads against your ideal client profile, books meetings automatically, and handles basic client service — 24/7, without you lifting a finger.
Smart conversations, not just a contact form
AI Front Desk handles the full visitor journey — from first question to booked meeting — automatically.
Visitor Asks a Question
A prospect or existing client lands on your website and opens the chat. AI Front Desk greets them with your firm's name, brand voice, and the services you offer — immediately establishing credibility.
AI Qualifies or Assists
For prospects: the AI asks the right questions and determines if they match your ideal client profile. For existing clients: it answers status questions, explains common tax concepts, and directs complex issues to your team.
Books the Meeting or Escalates
Qualified prospects are offered a direct calendar link. Unqualified visitors are thanked and redirected. Complex client questions generate an email to your team — no leads lost, no clients frustrated.
Everything your front desk needs to run itself
Prospect Qualification Engine
Define your ideal client profile once — business type, revenue range, service needs — and the AI qualifies every visitor against it automatically. Stop wasting discovery calls on bad-fit prospects.
Automatic Meeting Scheduler
Qualified leads get a direct link to your calendar (Calendly, Acuity, or any booking tool). No back-and-forth email chains. No phone tag. New client meetings book while you sleep.
Client Service Responder
Existing clients can ask about return status, estimated deadlines, extension policies, and common tax questions. The AI handles FAQs instantly and flags complex inquiries for your team.
Custom Firm Persona
The chatbot uses your firm's name, introduces itself as your team, and speaks in a voice that matches your brand — professional, friendly, or formal. Clients and prospects feel like they're talking to your staff.
Lead Capture & Email Alerts
Every qualified lead conversation is captured with name, email, and key details. You get an instant email notification so you can follow up personally — even for chats that didn't book a meeting.
One-Line Website Embed
Drop a single script tag into your website's HTML and AI Front Desk is live. Works with WordPress, Squarespace, Wix, Webflow, or any custom site. No developer needed.
Simple, firm-friendly pricing
All plans include a 7-day free trial. A credit card is required to start.
For solo CPAs and small firms getting started with AI-powered client intake.
- 1 website
- 300 conversations/month
- Prospect qualification flow
- Meeting scheduler integration
- Email lead notifications
- Standard firm persona
For growing firms that need custom branding and higher conversation volume.
- 1 website
- 1,000 conversations/month
- Custom firm persona & voice
- Client service FAQ responder
- CRM webhook integration
- Conversation history dashboard
For multi-partner firms and accounting groups managing multiple client-facing websites.
- Up to 5 websites
- Unlimited conversations
- White-label ready
- Per-site persona customization
- Priority support
- Dedicated onboarding call
Be first in line
AI Front Desk is in early access. Submit your details and we'll reach out within 1 business day.
Request Early Access
Tell us about your firm and we'll get you set up.
Ready to put your front desk on autopilot?
Join the early access list and be among the first firms to deploy AI Front Desk on your website.