Tax and bookkeeping consults, especially in season
Tax & Accounting: book a tax or bookkeeping consult. We set up your business profile in ChatGPT for free; the plug-in works from it.
Tax, bookkeeping and advisory consults with fees.
Real openings from your published hours.
Service, day and time arrive ready to confirm.
- Tax consultation, 45 min, $95
- Open Monday: 10:00, 15:00
An illustrative Tax & Accounting example. Ledger & Co. is a made-up business.
How the plug-in works for Tax & Accounting
From January to April an accounting practice's phones do not stop. New clients who cannot get through go to whoever picks up. A plug-in shows your consultation types and openings and sends the request to your office.
The customer asks for a time, the plug-in shows your services and the open slots on that day, and once they pick one it sends your team an appointment request with a reference. General questions about services, deadlines and consultation requests are answered from your business profile.
Your team confirms every appointment itself. The plug-in never takes payment and only shares what you have published. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
The Tax & Accounting plug-in is available to businesses in any country. Free setup of your business profile in ChatGPT is for US businesses for now; outside the US, choose a plug-in plan and we confirm your setup with you. Plug-in plans are $24.99 a month or $199 a year, paid through Stripe.
Where it pays off
A tax consultation requested for Monday.
An appointment requested in February.
A discovery call requested.
A reference check instead of a call.
What your customers can do
What the Tax & Accounting plug-in does
Main function: Book a tax or bookkeeping consult.
Starter prompts
- Book a tax or bookkeeping consult
- Can you help with a small-business return, and what do you need from me?
- How do I contact the business?
Tools
- find_consult_slots
List bookable consultation options and the open times on a day, from the business's published hours. Creates nothing. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- request_consultation
Send a request for a consultation at an open time to the business. Use only once the customer has picked a time. The business confirms the appointment. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- get_consult_status
Look up the status of a request by its reference.
- get_business_info
Answer a general question about this tax & accounting business using only its published profile: services, deadlines and consultation requests. Creates nothing. If the profile does not cover the question, say so and use get_contact. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- get_contact
Return the business's published contact details and opening hours for anything the other tools cannot do.
Included in every plug-in
Built from your profile
Your hours, services, location and contact details are the source, so answers stay on topic for your business.
Made for your industry
Each of the 80+ industries has a standard plug-in with the questions and enquiry steps that kind of business needs.
Enquiries reach your team
When a customer wants a quote, booking or call back, the request is sent to you to follow up.
Stays in step
Update your business profile and the plug-in reflects it. No separate content to maintain.
Pricing
Prices in US dollars. Plug-in plans are paid through Stripe after we confirm your plan with you; your card details stay with Stripe. Who it's for and how you pay
Get started with the Tax & Accounting plug-in
US businesses get their ChatGPT profile set up free. Businesses anywhere can add the plug-in.
Tax & Accounting plug-in: common questions
- What does the Tax & Accounting plug-in do?
- Its main function is: book a tax or bookkeeping consult. The customer asks for a time, the plug-in shows your services and the open slots on that day, and once they pick one it sends your team an appointment request with a reference.
- Does it give tax advice?
- No. It schedules; advice comes from your accountants.
- Should clients send documents through it?
- No. It never asks for tax IDs or documents; use your secure portal.
- Does the plug-in take payment or confirm on my behalf?
- No. It sends your team a appointment with a reference, and you confirm it and take payment your usual way.
- What does it cost?
- Setting up your business profile in ChatGPT is $0 for US businesses. The Tax & Accounting plug-in is $24.99 a month or $199 a year, in US dollars, wherever your business is.
- Can a tax & accounting business outside the US use the plug-in?
- Yes. The Tax & Accounting plug-in works for businesses anywhere in the world. The free business profile setup is for US businesses for now; outside the US, choose a plug-in plan and we confirm what your setup includes before you pay.
- How do I pay for the plug-in?
- Through Stripe, after we confirm your plan with you. You enter your card details with Stripe, never on this site. The monthly plan can be cancelled at any time, and the free US profile setup needs no payment.
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