AI Team Assistant for Accounting & Tax Firms. Your staff ask the AI, not the busiest preparer.
AI Team Assistant answers your staff from internal documents clients never see: which preparer covers which clients, how to reset a portal login, what to say about status and what never to say, the fee policy, the escalation rules for notices. Each answer shows its source, so people learn where things are instead of interrupting a partner in March.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load our internal procedures and the preparer assignment list; staff only, never on the chat.”
Lisa“Done: internal procedures and the preparer assignment list are loaded as staff-only knowledge; the website chat and phone line cannot see them.”
Any setting, in any module · applied only on your yes
How Accounting & Tax Firms use it
A seasonal receptionist asks who covers the Hendricks business account this year and gets the name with the source page.
A staff accountant asks the firm's internal steps for an extension request and gets your checklist, linked.
An intern asks what to say when a client demands a refund estimate; the answer quotes your approved script.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Accounting & Tax Firms: questions & answers
Can an AI answer staff questions from our firm's internal procedures?
Yes. AI Team Assistant answers your staff from internal-only documents, such as procedures, policies and assignment lists, with the source shown. Clients calling or writing to the firm never see any of it.
Will the team assistant answer technical tax questions for staff?
Only from what you load. If your firm adds internal guidance, it answers from that and cites the page; it does not research tax law on its own or go beyond your documents.
Who in the firm can use the team assistant?
Your whole team, from the front desk and seasonal hires to staff accountants and partners. Each of them gets answers from the same internal knowledge, with the page behind the answer one click away.
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.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.