Not specifically. The system prompt instructs the bot to describe what FIFO, LIFO, HIFO, and specific identification are at a high level and what your firm typically charges to set up or change a method, but to defer the actual choice for a specific taxpayer to a credentialed CPA or EA. Method choice depends on prior-year positions, current portfolio, and tax strategy, so it routes to a partner with the conversation context attached every time.

Yes. Add your DeFi-reporting service pages to WordPress and SleekAI ingests them. The bot can describe how your firm classifies liquidity-provider deposits, yield farming income, staking rewards, and hard-fork events at a process level. It will not advise on whether a specific position is a sale or whether a specific event creates ordinary income; those characterisation questions route to a credentialed CPA or EA on a scoping call.

Yes. Add fees as a page, custom post type, or ACF fields, and SleekAI reads them through your existing WordPress structure and passes them into the prompt as context. The bot quotes the same numbers your engagement letters do, every conversation. Update the page and the next conversation reflects it without any redeploy or retraining step on your end.

The bot asks which years are missing, which exchanges or wallets are involved, and whether the prospect has any partial records or CSV exports. It then describes your firm's reconstruction process, quotes the lost-data tier (typically a per-year or per-wallet add-on), and books the scoping call. The reconstruction scope shows up in the log so the CPA walks into the call already knowing the size of the job.

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

It can describe what a CP2000, Letter 6173, or Letter 6174 means at a general level and what your firm typically charges to respond, but it does not advise on the specific response strategy. Crypto-related notices are routed to the firm's CPA or EA with the notice type, tax year, and dollar amount captured from the conversation, so the consultation starts with the case context already in hand.

Yes. SleekAI ships with 28+ display conditions so the firm can show the bot only on the crypto service pages, hide it on the team blog, or trigger different bots per service. A common setup runs a DeFi-focused bot on the DeFi page, a notice-response bot on the IRS-letter page, and a generalist bot on the homepage that triages to the right specialist after the first qualifying question.

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 CPA after each session. Most crypto-focused firms purge logs monthly and forward summaries to their practice management tool via webhook so client files stay clean and audit reviews are easy.