No, and the system prompt is configured to prevent it. The bot shares pricing, process, and document requirements, and it explains general concepts (what a Schedule C is, how 1099-K income gets reported). It does not advise on whether a specific expense is deductible, what entity to form, or how to treat a particular transaction. Those questions get routed to a credentialed preparer with the conversation context attached.

Yes. Add those as separate services on your site and the bot quotes them, lists requirements, and routes to whichever preparer handles those at your firm. ITIN cases need the W-7 plus supporting docs; audit representation typically routes to your EA or CPA with audit experience; amendments usually involve a quick scope of what changed and the original return. The bot recognises those signals from how the filer describes their situation.

SleekAI does not connect directly to Drake, Lacerte, ProSeries, or UltraTax. It captures intake conversationally and you import the summary into your workflow tool - usually via webhook into your practice management system (Canopy, TaxDome, Karbon) which then feeds the prep software. The chatbot is the front-of-house layer; the prep software is back-of-house and stays where it is.

Yes. Use display conditions tied to date ranges - a busy intake bot from January through mid-April with tight scheduling and document-checklist focus, and a planning-focused bot from May through November that talks about quarterly estimates, entity selection, and tax-planning meetings. The same chatbot infrastructure swaps shape automatically as the calendar changes.

SleekAI uses the model's native multilingual capability. GPT-4o and Claude both handle Spanish, Mandarin, Vietnamese, Tagalog, Korean, and other common filer languages well. The system prompt can be configured to detect the filer's language from the first message and respond in the same language, which is a meaningful capacity boost for firms serving multilingual communities during season.

Logs live in your WordPress database. You decide retention, who can view them, and whether transcripts get emailed to the preparer or pushed into your practice management tool. Most firms purge logs on a 60-90 day schedule and forward summaries to TaxDome or Canopy via webhook so the intake details land in the same client file as the eventual return.

No. Refund estimation requires running a real calculation that depends on the filer's specific situation, and that is the kind of advice-shaped output the bot is configured to avoid. The bot will tell the filer what their fee will be, what documents to bring, and how long the return typically takes - but it routes 'how much will I get back' to the actual preparer where it belongs.

Yes. Extensions are a high-volume late-season question and the bot handles them well: it explains that an extension extends the time to file, not the time to pay; it quotes your extension fee if you charge one separately; and it captures the basic info needed to file Form 4868 if you handle that as a service. For filers who already extended, the bot routes them to the preparer with a flag that the return is post-deadline.