No, and the system prompt is explicitly configured to prevent it. The bot will explain what an S-corp election 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 or EA at your firm with the conversation summary attached and visible on every conversation log.

Yes. Add fees as a single page, a custom post type, or ACF fields, and SleekAI reads them through your existing WordPress structure. The bot quotes the same numbers your engagement letters do, even when fees change. Update the page and the next conversation reflects the new schedule. Many tax firms publish a separate tax-season fee schedule, the bot uses whichever is current on the page at the time of the conversation.

Yes, at a general-education level. The bot can describe the difference between a sole prop on Schedule C, a single-member LLC, an S-corp on 1120-S, a C-corp on 1120, and a partnership on 1065. It uses your own service pages for the specifics. Whether a particular prospect should make a particular entity election is treated as advice and routed to a CPA, that question depends on facts the bot cannot assess.

The bot can detect filing-deadline language and route accordingly, surfacing the partner with capacity rather than a generic calendar. Many firms publish a separate tax-season availability page that the bot reads, so prospects in March do not get pointed at the off-season default. Urgent cases can also trigger a webhook to a Slack channel or a CRM task so the firm can respond manually within the hour.

Yes. The system prompt is configured to capture entity type, revenue band, bookkeeping software, prior-return complexity, and any specific concerns (notices, unfiled returns, new businesses) in one conversation. That information flows into the conversation summary attached to the booking, so the partner sees the scope before the call instead of asking the same questions live, which compresses the scoping conversation meaningfully.

Logs live in your WordPress database with model name, token usage, and page URL captured per session. Many tax firms export them to their practice management tool (Karbon, Canopy, Aero Workflow) on a recurring schedule via webhook so the chat transcript sits in the client file. You control retention, admin visibility, and whether summaries get emailed to the partner after each session for the prep file.

Yes. SleekAI supports multibot deployment with 28 plus display conditions: post type, taxonomy term, user role, logged-in state, URL pattern. A small-business tax bot can run on the small-business pages, an individual 1040 bot on personal-tax pages, and a tax-resolution bot on the resolution section. Each bot has its own system prompt, knowledge sources, and disclosures, matching the service line the prospect is researching.

Claude Sonnet and GPT-4o both follow the no-specific-tax-advice prompt reliably and produce accurate general-education language on entity types, deductions, and elections. Smaller or older models tend to drift into advice-shaped statements when a prospect presses them, which is the exact failure mode a CPA firm cannot afford. SleekAI is bring-your-own-key for OpenAI, Anthropic, Google, or OpenRouter, so you choose the model that matches your tolerance.