Yes. Add your packages as a pricing page or as posts in a custom post type and SleekAI reads them into context. The bot then quotes the same numbers your engagement letters do. When fees change at the start of a new tax year, you edit the page once and every conversation reflects the new figure on the next message. The bot will not volunteer numbers that are not on your published pages, which keeps quoting consistent with what marketing has actually approved.

Conversations live in wp_posts on your own install, never on a third-party SaaS. The same hosting environment that already meets your engagement-letter confidentiality terms covers the chatbot logs too. The system prompt also instructs Ledger to capture metadata (entity type, revenue, software, urgency) rather than tax-return content, and the guideline filter rejects attempts to paste sensitive documents into the chat window. For full audit trails, conversation logs include model name, token usage, and page URL.

Yes, via Multibot. A typical mid-size firm runs a tax-focused bot on the tax landing pages, a bookkeeping bot on the cleanup and monthly-services pages, and a generalist bot on the homepage that triages to the right specialist after the first qualifying question. Each bot keeps its own system prompt, knowledge sources, and presets, and conversation logs are tagged with the bot ID so partner-level reporting stays clean.

Add the state-specific filings as their own pages and the bot uses them as context. Delaware franchise tax, California's $800 LLC minimum, New York City UBT, and Texas franchise tax each have edge cases that an AI model will not invent reliably from training data, so explicit pages are the right pattern. The bot quotes the firm's fees for those filings and the legal facts those pages document, and refers anything beyond that to a partner.

Yes. Once a prospect's entity type, revenue band, and timing fit your minimums, the bot can drop a link to the right partner's Calendly or Acuity page and include the conversation summary in a follow-up email. Partners walk into the call already knowing the prospect's situation and the package most likely to fit, which usually cuts the discovery call from 45 minutes to 25 and raises close rates.

Yes, when you tell it your floors in the system prompt. If you do not take returns under a certain revenue band, do not handle a particular entity type, or are not licensed in a particular state, the bot says so politely and points the prospect to a directory or a partner referral. That discipline keeps tax-season intake focused on the engagements you actually want and saves partner hours during the busiest weeks of the year.

SleekAI does not ship a direct connector for Karbon, Canopy, TaxDome, or Drake. It logs conversations in WordPress, and most firms push the summary into practice management via a Zapier or Make webhook on the conversation-saved event. That keeps the integration loose and easy to maintain, and avoids a Sleek-hosted middleware that the firm's IT policy would have to evaluate separately.

SleekAI is a one-time WordPress plugin purchase. You bring your own API key from OpenAI, Anthropic, Google, or OpenRouter and pay only for actual usage at the model's published rates. Most firms running a few hundred conversations a month spend less on API calls than they would on a single seat of a hosted chatbot SaaS, and the math gets better as conversation volume grows because there is no per-message markup.