No, and the system prompt is explicitly configured to prevent it. The bot will explain what a Schedule C is, what the tiers in your fee schedule cost, and which forms a typical client in a given situation files. It will not opine on whether a specific expense is deductible or how to treat a specific transaction; those questions get routed to a credentialed CPA at your firm with the conversation context attached.

SleekAI itself runs entirely in WordPress and does not connect to QBO or Xero directly. What it does well is describe your QBO or Xero workflows from your service pages, ask a prospect which platform they are on, and hand off a scoped lead to your team with that detail captured. The actual books integration happens in your accounting workflow, not in the chatbot.

Yes. Add fees as a single page, a custom post type, or ACF fields - SleekAI reads them through your existing WordPress structure and passes that into the prompt as context. The result is that the bot quotes the same numbers your engagement letters do, even when fees change. Update the page and the next conversation reflects it without redeploying anything.

Conversation logs live in your WordPress database, which means you control retention, who can view them in admin, and whether transcripts get emailed to the partner after each session. Many firms purge logs on a monthly schedule and forward summaries to their practice management tool via webhook so client files stay clean and compliance reviews are easy.

Bring your own key for OpenAI, Anthropic, Google Gemini, or OpenRouter, plus any OpenAI-compatible endpoint such as Azure or self-hosted. Most accounting firms run GPT-4o or Claude Sonnet because those models follow strict 'no specific tax advice' system prompts more reliably than smaller models, which matters when the cost of a hallucinated answer is reputational.

Yes. SleekAI ships with 28+ display conditions so you can show the bot only on service pages, hide it on the partner blog, or trigger different bots per practice area. A common firm setup runs a tax-focused bot on tax service pages, a separate bookkeeping bot on bookkeeping pages, and no bot at all on the team biography pages where the value is human, not automated.

Yes, and that is one of the highest-value bits of routing. The bot picks up signals like 'IRS notice', 'unfiled returns', or 'levy' and either routes to your tax-resolution specialist or, if you do not offer that service, declines politely and recommends the prospect look for an enrolled agent. That keeps your discovery calls tightly aligned with the work you actually want to take on.

It explains what an S-corp election is at a high level, what your firm typically charges to handle the paperwork, and what information you would need from the client. It does not advise on whether the prospect should make the election - that is a 'depends on facts' question that has to come from a CPA. The bot frames it that way explicitly and offers to book a scoping call instead of trying to answer it itself.