Tax Season Hits and Your Phone Doesn't Stop. Off-Season, Nobody Calls.
Accounting firms have a feast-or-famine problem. During tax season, your team is buried in returns and can't handle the flood of new inquiries. Off-season, you need a steady flow of new clients but don't have time to market the business.
Either way, potential clients who can't get answers quickly go somewhere else. TaskAdmin handles both problems: instant responses during peak season and consistent marketing year-round.
Customer-Facing AI
TaskAdmin's Customer-Facing AI lives on your website and handles prospective client conversations instantly, any time of day.
It's trained on your firm: your services (tax prep, bookkeeping, advisory, payroll), your specializations, your client types (individuals, small businesses, specific industries), and your intake process. When someone asks "Do you handle small business tax returns? I have an LLC with two partners" the AI gives a specific answer and captures their details.
- Answer questions instantly about services, specializations, pricing structure, and availability
- Qualify leads by understanding business type, revenue range, and service needs
- Handle seasonal surges during tax season without overwhelming your team
- Capture client details with enough context for a productive first meeting
- Track every conversation to understand what services prospects are looking for
The AI handles the initial conversation so your team can focus on billable work.
Internal AI
TaskAdmin's Internal AI handles the marketing and content work that keeps your pipeline full outside of tax season.
- Tax season content: Timely articles about deadlines, deductions, and common mistakes
- Year-round SEO content: Posts targeting "do I need a CPA for [situation]," "LLC vs S-Corp tax implications," and similar searches
- Newsletter content: Monthly updates for existing clients about tax law changes and planning tips
- Social media content: Professional posts establishing expertise and trust
- Review management: Prompt responses to Google reviews
Both Agents Work Together
Your Customer-Facing AI captures what potential clients ask about most. The Internal AI turns that into content: if small business owners keep asking about quarterly estimated taxes, the Internal AI creates a guide. That guide ranks on Google. More business owners find your site. The Customer-Facing AI converts them.
Built for Your Accounting Firm
Every TaskAdmin deployment is configured around your services, specializations, and client communication style. You get direct support from Jon Cursi, the founder of TaskAdmin.
- White-glove setup and training on your firm
- Continuous monitoring and refinement
- Monthly performance reporting
- No per-conversation fees
Ready to capture every new client inquiry? Book a demo and we'll walk through a setup built for accounting firms.