The Platform
One platform. Six systems. Built and run for you.
Everything a tax practice needs to get found, answer every call, and convert every lead — wired together end-to-end and white-labeled to your firm.
Pillar 01
Get recommended by AI
Track and grow how often major AI engines name your firm. We turn AI-visibility from a black box into a measurable, improvable growth channel.
- AI Share-of-Voice score and trend across major AI engines
- Per-question Answer Engine Presence — which prospect questions surface your firm
- Automatic structured-data and schema generation across every page
- A free AI-Visibility Sweep as your always-on lead magnet
Pillar 02
24/7 AI Voice Agent
An AI receptionist that answers, qualifies, and books consults around the clock — with call summaries and sentiment logged straight to your pipeline.
- Answers and qualifies inbound calls in natural conversation
- Books consultations directly into your calendar
- Per-call summaries, sentiment scoring, and topic tags
- A dedicated line on Authority; usage-based add-on on Growth
Caller: “I got a CP2000 notice — I owe $18k and I'm panicking.”
Agent: “I can help. Let's get you on with an enrolled agent this week.”
Pillar 03
Done-for-you website
A custom, edge-fast marketing site on your own domain — engineered to convert visitors into qualified leads from day one.
- Custom design and content for your practice, live in days
- Drop-in lead-capture forms that flow directly to your pipeline
- On-site AI chat assistant that captures leads while you sleep
- Fully white-labeled — your brand, your domain, always
Pillar 04
Smart CRM & pipeline
Every lead captured, sourced, and tracked from first touch to signed client — without a spreadsheet in sight.
- Visual pipeline tuned for tax and legal intake
- Automatic lead-source attribution and conversion funnel
- Custom fields, CSV import/export, and bulk actions
- Automated appointment reminders that reduce no-shows
Pillar 05
AI-powered communications
Branded email, campaigns, and AI-drafted follow-ups that keep leads warm and clients engaged — with a human approval step before anything sends.
- Send branded email from your own verified domain
- Segmented campaigns with open/click analytics and A/B testing
- AI Follow-up Specialist re-engages stalled leads (you approve)
- Reputation and review management with AI-drafted replies
Hi Dana — following up on your call. We can stop the collection clock and map your options this week. Do Thursday or Friday work?
Pillar 06
White-label client portal
A premium branded workspace where your clients handle documents, matters, scheduling, and billing — powered by an AI document engine behind the scenes.
- Dashboard, matters, calendar, scheduling, and self-service billing
- Encrypted document vault with an AI engine that reads uploads
- Automatic summaries of IRS and legal notices with extracted deadlines
- Authority tier: Membership Hub for courses, gated content, community
See if AI recommends your firm — free.
Run the sweep, get your score, then start building the client-getting engine your firm deserves.