AI Live Demo & Remote Service for Accounting & Tax Firms. Walk a stuck client through the portal, live.
AI Live Demo & Remote Service lets someone at your firm, or your avatar, present live to a visitor from the website widget. Share the portal pages while you talk, show where the upload button is, walk a business owner through your bookkeeping onboarding, and the session is written to the client's record afterward for the preparer to see.
TRY AI LIVE DEMO FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“When a chat mentions portal trouble, offer a live session with the administrator during office hours.”
Lisa“Done: in office hours, a chat about portal trouble now offers a live session with the administrator; after hours it files a request instead.”
Any setting, in any module · applied only on your yes
How Accounting & Tax Firms use it
A client who cannot find the upload button asks for help in the chat; the administrator joins and shows the portal pages live.
A partner presents the firm's payroll service live to a restaurant owner who found you through a banker's referral.
After an organizer walkthrough with an older client, the session summary lands on his record for the preparer.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live presentation to a visitor from the widget, your person or your avatar presents
- Pages and pictures shared while you talk; the visitor asks live
- Remote service sessions written to the record
Add it to AI Chat or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Live Demo & Remote Service does, for every business ›
Works withAI ChatAI AvatarAI Tickets
Questions & answers
AI Live Demo & Remote Service for Accounting & Tax Firms: questions & answers
Can our staff help a client with the portal live from the website?
Yes. A person at the firm joins from the chat widget, shares your portal pages and pictures while talking, and the client asks questions live. The session is written to the client's record when it ends.
Does a live session mean the client has to drive to the office?
No. The session runs from the chat on your website, so the client stays at home while your person shows the pages. It suits older clients who would otherwise come in during busy season just to ask where to click.
Can the avatar present our services live instead of a person?
Yes. The avatar can present your tax, bookkeeping and payroll service pages to a visitor, answering from your approved knowledge. When the visitor asks about a specific return, it offers a consultation with a preparer instead of answering.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.