Hire a Digital Team That Never Sleeps
Stop losing leads to slow response times. Our integrated AI Agents handle your messages and booking 24/7—directly inside your CRM.
Why Choose AI Agents
The 24/7 Appointment Setter
Your AI Agent doesn't just "chat"—it closes. It can read your actual GHL calendar availability, answer questions about your tax services, and book a consultation without you lifting a finger.
Multi-Channel Intelligence
Whether a client reaches out via SMS, Facebook Messenger, Instagram DM, or Google My Business, your AI Agent responds instantly. It maintains the same professional "Tax Pro" personality across every platform.
Automated Lead Triage
Configure your AI to qualify leads based on your specific requirements (e.g., "Are you a business owner?" or "Do you have crypto gains?"). If a lead is high-value, the AI can immediately notify you to take over the conversation.
"Training" That Actually Works
You don't need to be a coder. You can "train" your AI Agent simply by providing your website URL or a PDF of your tax office's FAQs. It learns your business in minutes and stays within the "guardrails" you set.
Seamless Human Handoff
The moment you want to step in, you can. The AI works alongside you, transcribing every interaction so you can pick up exactly where the bot left off with a full history of the conversation.
Visual Element Suggestion
Caption: "Your AI, Your Rules. Easily customize how your bot interacts with clients to ensure every message feels like it's coming from your office."
Turn Your CRM Into a Lead-Closing Machine.
TAX GROUP PROS
Atlanta, Georgia
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Important: Earnings and Legal Disclaimers
We don’t believe in get-rich-quick programs. We believe in hard work, adding value and serving others. And that’s what our programs are designed to help you do. As stated by law, we can not and do not make any guarantees about your own ability to get results or earn any money with our ideas, information, programs or strategies. We don’t know you and, besides, your results in life are up to you. Agreed? We’re here to help by giving you our greatest strategies to move you forward, faster. However, nothing on this page or any of our websites or emails is a promise or guarantee of future earnings. Any financial numbers referenced here, or on any of our sites or emails, are simply estimates or projections or past results, and should not be considered exact, actual or as a promise of potential earnings – all numbers are illustrative only.