AI Quoting for Accounting & Tax Firms. Fee quote software for accounting firms, your prices only
AI Quoting is fee quote software for accounting firms: a prospect who asks on the phone, in the chat or by e-mail what a return or monthly bookkeeping would cost gets a quote drafted from your own service list. Nothing reaches the client before your yes, and the quote is accepted and paid online.
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7 days free · per company, never per seat · nothing to install
Awaiting your yes
Quotes the AI drafted on the phone and in the chat, priced from your catalog, wait here to be previewed and approved by a person.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Make our fee quotes valid for 30 days.”
Lisa“New quotes stay valid for 30 days from each yes instead of fourteen. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Accounting & Tax Firms use it
A new business owner asks in the chat about monthly bookkeeping; pricing quotes for bookkeeping services come from your catalog and wait for your yes.
A return with rental properties needs a preparer's price; that line waits under Price the lines until the preparer sets it.
The client accepts the engagement quote by typing her name and pays by card on her page; the paid invoice goes out by itself.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
- Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
- Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
- Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
- Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
- Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
In practice
Fee quote software for accounting firms, from the question to the payment
Priced from your list
Individual returns, business returns, monthly bookkeeping or payroll: each service sits in your catalog with its fee, and the AI reads it by code.
Your yes first
Preview & authorize shows every line, the quantity and the total before anything reaches the client; Revise makes a new version that waits again.
Accepted by name
The client types her name on her own page and presses Accept; her name and the time are the record, and every yes restarts the validity.
Invoiced when paid
When the payments reach the total, the invoice is numbered from your own series and mailed with the paid order, a number never reused.
Questions & answers
AI Quoting for Accounting & Tax Firms: questions & answers
Can a prospect get a fee quote outside office hours?
Yes. The AI answers the call or the chat at any hour, asks what the client needs and drafts the quote from the services and fees in your catalog. It waits under Awaiting your yes, so a request at 2 a.m. is ready when you arrive.
Does the AI set our fees?
No. Code reads each fee from your own service list, and the AI never calculates one. A line that needs a person, such as a return with several schedules, waits for that person under Price the lines, and a client asking for a better price gets a revision that waits for your yes.
Can clients accept and pay a fee quote online?
Yes. Each of the online fee quotes for tax preparers arrives on your letterhead with a PDF and a link to the client's own page, where she reads the lines, accepts by typing her name and pays the way you allow: by card through your own account, a bank wire, or a deposit first.
Does anyone chase a fee quote nobody answered?
Yes. The follow-up starts on the send: day 1 asks whether the quote arrived, day 7 says it expires soon, and a call on day 4 stays off until you turn it on. It stops by itself when the client pays or declines.
Is the accepted quote an engagement letter?
No. As engagement quote software for CPA firms, it records the services, the fees and the client's acceptance with her name and the time. Your engagement letter, with its terms and signatures, stays in the tool your firm already uses for it.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
Easy setup
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.
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Try it free on your own business — no credit card, per company, never per seat.
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