Tax-resolution leads do not browse calmly. They arrive on the site holding a notice, often a CP504 or LT11, sometimes a wage levy already in motion, and the time horizon for the conversation is measured in hours rather than days. SleekAI runs the first round of triage on your site at any time of day or night: it reads the notice number the prospect describes, surfaces what your firm covers, and either routes the case to an EA or tax attorney on your team or, when the matter falls outside your scope, points the prospect toward the IRS's own self-serve options instead of pretending to help.

The compliance framing is built in. The system prompt instructs the bot to describe your services and explain notice types and resolution paths at a general-education level without recommending a specific resolution strategy, an Offer in Compromise amount, or a specific course of action on a specific case. Those decisions belong with a licensed practitioner, EA, CPA, or tax attorney, after reviewing the full transcript and the case file. The bot is also configured to never characterise the IRS, the prospect's situation, or the likely outcome in a way that overpromises.

SleekAI is reading your service pages, notice reference, fee schedule, and practitioner bios from WordPress and passing them into the model context. The bot quotes the same numbers your engagement letter does, describes the same scope your service agreement does, and uses the same intake language your front desk does, so the prospect sees consistent triage regardless of which page they landed on at 11pm on a Sunday.

Tax resolution is the most consumer-protection-sensitive corner of tax practice. Treasury Department Circular 230 governs how enrolled practitioners can advertise and communicate with prospects, the FTC has historically pursued resolution firms for the kind of 'pennies on the dollar' language that has become a shorthand for the worst of the industry, and state attorneys general routinely watch the category. The chatbot layer on a resolution site is regulated correspondence as much as the radio ad is, and a generic chatbot is almost uniquely unsuited to operating in that space.

It is happy to promise an OIC will work, recommend a specific offer amount, characterise the IRS in misleading ways, and overstate what the firm can achieve. None of those failures are catastrophic individually, but they accumulate into a chat layer that the practitioner team will never feel comfortable sending real prospects to. SleekAI is built around the assumption that the value of a chatbot on a resolution site is split between two jobs.

The first job is to be maximally useful on the educational and operational questions: what each notice number means, what the resolution paths actually involve, what documents the prospect should bring, what the firm's fee schedule looks like by case type, what the timeline is from intake to resolution. The second job is to refuse the advice-shaped and outcome-shaped questions cleanly, every time, framing the answer as general information and routing the prospect to a licensed practitioner with the conversation summary attached. Resolution firms that are well-positioned in their market tend to be the ones who refuse overpromise language consistently, both in advertising and in the chat layer that sits next to it.

The system-prompt configuration in SleekAI is designed to enforce that refusal on every conversation, including the 11pm Sunday conversation with the prospect holding a CP504 who is most tempted by overpromise language. That consistency is what protects both the firm and the consumer, and it is exactly what a generic chatbot cannot reliably provide.