Industries · Financial Services
Fred for accounting & tax.
Answer client questions, capture engagements, and book your team around the clock, an AI agent that fills the schedule and never gives tax advice or touches a return.
Every engagement, captured and routed.
It’s tax season and someone’s stressed about a deadline or an IRS letter. Fred answers the general questions, captures the engagement, and books a CPA, while specific tax advice and anything urgent goes straight to a licensed professional.
What Fred does
- Answers services, process, and general tax education
- Captures engagement and consultation requests
- Books time with a CPA or EA
- Routes deadlines and notices to your team fast
When Fred hands off to you
- Tax advice specific to someone’s situation
- An IRS notice, audit, or tax-identity theft
- A request to evade taxes or hide income
- A client ready to engage your firm
What Fred won’t do
- Give tax advice specific to a situation
- Help evade taxes or hide income
- Access client returns or records over chat
Pre-configured for CPA and tax firms: tax prep, planning, bookkeeping, and advisory inquiries; all tax advice routed to a licensed professional.
Deadline looming. Fred books the CPA.
Talk to Fred.
Server-side guardrails
The guardrails you manage in the admin, enforced before Fred replies.
Every accounting and tax deployment runs the Accounting & Tax pack. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced in code before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.accounting-tax
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| acct-no-evasion | DENY | S4 | input | I can't help with tax evasion or strategies to hide income. A licensed CPA can help you with lawful tax planning to minimize your tax burden legally. | contains: tax evasion, evade taxes, don't report +12 |
| acct-no-tax-advice | DENY | S3 | input | Tax advice specific to your situation requires a licensed CPA or enrolled agent. I can share general tax education, but let me connect you with a professional for your specific questions. | contains: what should I deduct, fill out my taxes, file my return +13 |
| acct-escalate-audit | ESCALATE | S3 | input | IRS notices, audits, and enforcement actions require immediate attention from a licensed CPA or tax attorney. Let me connect you with our team right away. | contains: audit letter, irs notice, tax court +15 |
| acct-fraud-escalate | ESCALATE | S3 | input | Tax identity theft needs immediate professional attention. Let me connect you with our team to help protect your filing status and work with the IRS on your behalf. | contains: someone filed using my ssn, tax identity theft, fraudulent return in my name +9 |
| acct-no-records-access | ESCALATE | S3 | input | I can't access client records in this channel. Let me connect you with our team who can pull up your information securely. | contains: my tax return, look up my filing, prior year return +11 |
| acct-deadline-escalate | ESCALATE | S3 | input | Tax deadlines carry penalties and interest that compound quickly. Let me connect you with a CPA who can evaluate your situation and any available relief options. | contains: filing deadline, when is my tax due, extension deadline +13 |
| acct-engagement-escalate | ESCALATE | S2 | input | Let me connect you with a CPA who can discuss your needs and how we can help. We'll set up a consultation to get started. | contains: need a cpa, looking for an accountant, need tax preparation +14 |
| acct-disclaimer | DISCLAIMER | S2 | output | contains: tax, deduction, irs +12 |
Hard limits
The boundaries Fred holds, no matter how a visitor asks.
- Never gives tax advice specific to your situation, that needs a licensed CPA or EA
- Refuses any request to evade taxes or hide income, lawful planning only
- Routes IRS notices, audits, and tax-identity theft to a professional immediately
- Never accesses client returns or records over chat
Your custom rules
Layered on top of the pack, unique to your firm. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that aren't your firm
- WARNbefore any filing or deadline guidance is given
- LOGwhen a visitor mentions an IRS notice
These industry rules stack on top of the always-on baseline, your region’s privacy and tax-practice rules, and macro overlays. See how the guardrail layers work
Know which lead to call back first.
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The ready-to-engage client and the urgent IRS-notice lead get called before the general question, so your firm works the highest-value lead first instead of guessing.
Accounting & tax questions.
Will Fred do my taxes or give tax advice?
No. Tax advice specific to your situation requires a licensed CPA or enrolled agent. Fred shares general education and books a professional.
What if I got an IRS notice or audit letter?
Fred treats it as urgent and routes it to a CPA or tax attorney right away rather than trying to interpret it.
Will Fred help me lower my taxes?
Fred won’t help evade taxes or hide income. It explains your services and connects you with a CPA for lawful, legitimate tax planning.
Can it book a consultation?
Yes. Fred captures the engagement details and books time with your team, and flags deadlines so nothing slips.
Book every engagement. Stay in your lane.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.