Let your website answer “What do I need to bring?”
SiteWhizz learns your services, fees and document checklist, then answers clients and prospects at any hour, while you work on returns. Questions about a client's own return come to your office.
14-day free trial. No credit card required.
- Trained on your website
- Declines tax advice by your rules
- Hands return questions to your office
Live demo on sample content. Pick a question.
Answers questions about the returns and services you offer
Tax season
What January to April 15 looks like at a small tax practice
The same questions arrive every year, and most of them arrive while you're in the middle of someone else's return.
Without SiteWhizz
- The phone rings mid-return, and the caller wants to know something your website already says.
- Your front desk repeats fees, hours and portal instructions all February.
- Clients arrive missing half their documents because nobody told them what to bring.
- A prospect who finds you at 9pm has nobody to ask, so they email the next firm on the list.
With SiteWhizz
- Clients get your checklist, fees and portal steps from your own pages, at any hour.
- You and your staff see only the questions that need someone who knows the client.
- The 9pm prospect learns whether you handle rental properties, and if the agent can't help, their name and email are in your inbox by morning.
- Questions about a client's own return come to your office instead of getting a guess.
What it answers
The questions you answer every season
Train SiteWhizz on the pages and handouts that already answer them. Every reply comes from your content, in your firm's words.
Document checklists
“What do I need to bring?”
Trained on: your tax organizer or checklist
Fees
“How much is a return with a Schedule C?”
Trained on: your fee schedule
Services
“Do you do rental properties and multi-state returns?”
Trained on: your services page
Client portal
“How do I upload my W-2?”
Trained on: your portal instructions
IRS letters
“I got a CP2000 notice. Can you help?”
Trained on: your IRS notice services page
Hours and appointments
“Are you open Saturdays in March?”
Trained on: your contact page
How it works
Live on your website in three steps
You don't need a developer, and there's nothing to connect to your tax software.
Add your content
Paste your website URL and upload the handouts you already give clients: your organizer or checklist, fee schedule, engagement FAQ and portal instructions.
Set the rules
Write instructions in plain English. Never ask for an SSN. Don't give tax advice. Send questions about a client's own return to the office. Then set your office hours.
Embed and review
Paste one script tag into your website. It works on WordPress, Squarespace, Wix and most site builders. Read conversations in your dashboard and add the answers it was missing.
Guardrails
Built to stay away from client tax data
Your AI agent works from your public website and the documents you choose. It isn't connected to your tax software or client portal, so it has no return data to use or disclose.
Answers from your content
Replies come from the pages and files you train it on. When the answer isn't there, it offers to connect the visitor with your office.
Rules you write
Tell it what it must never do, such as ask for an SSN or give tax advice, and what to say instead.
Hand-off to your office
Escalate automatically or when the client asks. You get an email alert, and after hours the client sees your office-hours message.
Separate from your tax software
SiteWhizz never touches returns, client files or your portal. It only sees what visitors type into the chat.
Review your obligations under IRC §7216, Circular 230, IRS Publication 4557 and the FTC Safeguards Rule with your compliance advisor. Read how SiteWhizz handles data.
Features
What you get in the widget
Suggested questions
Show visitors the top questions for the season, like what to bring in January and extensions in April.
Lead collection
When the agent can't answer, it asks for a name, email or phone number (you pick the fields) so you can follow up. Leads appear in your dashboard.
Hand-off to your office
Email alerts, office hours, timezone and an after-hours message visitors see when the office is closed.
Train on URLs and files
Website pages, PDFs, Word docs and pasted text, such as your organizer, fee schedule and engagement FAQ.
Your firm's brand
Set the colors, name and welcome message so the widget looks like part of your website.
Cited answers
Every answer names the page it came from, so clients can read the full details on your site.
Simple pricing with a 14-day free trial. No credit card required.
See pricing →FAQ
Questions from tax pros and CPA firms
Let your website take the routine questions this season
Set it up in an afternoon, then test it against the questions you heard most last season.
14-day free trial. No credit card required.