AI booking assistant · live demo
While you’re busy, it answers your customers
An AI front desk on your website: it answers customers 24/7 in English, Chinese and Spanish and emails you every lead. Below is a live demo for the sample business Harbor Tax & Accounting (fictional details) — go ahead and ask.
Demo
Ask it like a customer would
The “What it considered” note under each answer is for owners: which info it used and what it decided. Customers don’t see it.
What it knows
Answers only from your information
This is the sample business’s knowledge base. For your business we use your own prices, hours and policies. Tap “Ask it” to test.
Fees
- Personal (W-2) from $150; with self-employment from $300
- Business: LLC from $500, S-Corp and C-Corp from $800
- ITIN application $250 (forms and certification)
- Bookkeeping from $200/month, payroll from $80/month
What to bring
- ID, W-2s, 1099s and last year's return
- Homeowners: mortgage interest 1098 and property tax bill
- Self-employed: income and expense records
Hours & booking
- Tax season (Jan–Apr 15) daily 9am–8pm, Sun 10am–5pm
- Off-season Mon–Fri 9am–5:30pm
- In office, by video, or upload documents and file remotely
- Mandarin, Cantonese and English
Playbook
- First tell personal from business, then quote and book
- For specific tax questions, explain an accountant must review and offer an appointment
- In tax season, mention it gets busier closer to April and suggest booking early
What it won’t do
- Never answer specific tax questions (deductibility, how much owed or refunded) — an accountant must review.
- Never promise refund amounts or “maximum refund”.
- Never collect SSNs, bank numbers or other sensitive data in chat — those go through the office or secure upload.
Add it to your website
- Send us your prices, services, hours and policies — photos or screenshots are fine
- We organize it, build, test and add it to your site
- When a customer leaves a number, you get the name, phone and full chat by email
- $999 setup, then $199/month (includes 1,000 conversations a month)
FAQ
About the AI assistant
Will it make things up?
No. It only answers from information you’ve reviewed — prices, hours, services and policies. Anything else, it asks the customer to leave a number for you.
Will it give professional advice?
No. Never answer specific tax questions (deductibility, how much owed or refunded) — an accountant must review. These limits are built into its instructions — try it in the demo.
How is it added to my website?
Most websites just need one snippet of code, even if we didn’t build the site. Send us your URL and we’ll check for free. We handle setup and testing.
What does it cost?
$999 setup, then $199/month (includes 1,000 conversations a month). Billed monthly, stop anytime. Tell us when prices or policies change and we update it.
Who owns the leads and conversations?
You do. When a customer leaves a number, the name, phone and full conversation go straight to your email.
Before tax season, let us take a free look
We review your Google listing, website and local competitors’ ads, then give you a tax-season plan.