AI Chatbot for Tax Preparers
Walk filers through your fees, document checklists, and turnaround times - and start the intake before they ever sit down with a preparer.
♾️ Lifetime License available
From January to April, your phones don't stop
Sample conversation
A typical Tax Preparers conversation
Comparison
Generic chatbot vs SleekAI for Tax Preparers
Generic chatbot
- Doesn't know your fee schedule by form type
- Gives tax advice it isn't qualified to give
- Misses the difference between drop-off and sit-down intake
- Sends generic checklists instead of situation-specific ones
- Can't tell a 1040 inquiry from an audit-representation lead
SleekAI chatbot
- Quotes fees by schedule and form type from your fee page
- Sends the right checklist based on the filer's situation
- Defers tax-treatment questions to a credentialed preparer
- Books drop-off and sit-down slots based on complexity
- Routes audit, amendment, and ITIN cases to specialists
Features
What SleekAI gives you for Tax Preparers
Defers tax advice
System prompts tell SleekAI to share fees and process - never to advise on whether something is deductible or how to file.
Situation-aware checklists
Filers get the right checklist - 1099-NEC, 1099-K, K-1, Schedule E, foreign income - based on what they describe.
Season-ready scheduling
Books drop-off vs sit-down vs virtual based on complexity - keeping your busiest preparers free for hard cases.
Use cases
Where Tax Preparers use this chatbot
Pricing and process
Filers get answers to the top 20 questions your front desk hears every day during season.
Document intake
Send the right checklist - 1099-K, K-1, Schedule E, foreign forms - based on what the filer describes.
New client onboarding
Capture name, prior preparer, entity types, and complexity flags before the engagement letter goes out.
Questions
Common questions about SleekAI for Tax Preparers
No. The system prompt instructs SleekAI to share pricing, process, and document requirements only. Specific tax-treatment questions get routed to a credentialed preparer.
Yes. Add those as separate services and SleekAI quotes them, lists requirements, and routes to whichever preparer handles those at your firm.
SleekAI doesn't connect directly to tax software. It captures intake conversationally and you import the summary into your workflow tool.
Yes. Use display conditions to swap bots by date range - a busy intake bot in season, a planning-focused bot in summer.
SleekAI uses the model's native multilingual capability. GPT-4o and Claude both handle Spanish, Mandarin, and other common filer languages well.
Logs live in your WordPress database. You decide retention, access, and whether transcripts get emailed to the preparer or your practice management tool.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkout