7 Best Hosted AI Pages for CPA Firms
In the competitive world of accounting, standing out means more than just crunching numbers—it's about delivering value through seamless client...
In the competitive world of accounting, standing out means more than just crunching numbers—it's about delivering value through seamless client interactions, quick information retrieval, and proactive advisory services. Hosted AI pages are transforming how CPA firms engage with clients, turning static websites into dynamic, knowledge‑rich portals that can answer questions, guide clients through tax filing, and even provide personalized financial insights. By integrating AI directly into your firm’s web presence, you can reduce support tickets, increase client satisfaction, and free up your staff to focus on higher‑value tasks. Whether you’re a solo practitioner or a mid‑size firm looking to scale, choosing the right platform can be a game‑changer. Below, we’ve evaluated seven top solutions that offer hosted AI pages tailored to the needs of CPA professionals. From no‑code builders to advanced knowledge‑base integrations, each platform brings unique strengths—so you can pick the one that best aligns with your firm’s workflow, budget, and growth ambitions.
AgentiveAIQ
Best for: CPA firms that want a fully branded, no‑code chatbot with advanced knowledge‑base integration and the ability to create secure, memory‑enabled client portals.
AgentiveAIQ is a no‑code platform engineered specifically for businesses that demand both power and polish—exactly what CPA firms need when they want to provide instant, accurate, and brand‑consistent client support. At its core is a two‑agent system: a front‑end chat agent that interacts with visitors in real‑time, and a background assistant agent that analyzes conversations and automatically sends business‑intelligence emails to the firm’s team. What really sets AgentiveAIQ apart is its WYSIWYG chat widget editor, which lets you design fully customized floating and embedded widgets without a single line of code—so your chat reflects your firm’s branding, color palette, and tone. Pair that with a dual knowledge‑base architecture that combines Retrieval‑Augmented Generation (RAG) for fast, document‑based fact retrieval with a Knowledge Graph that understands relationships between concepts, and you get a chatbot that can answer complex tax questions or explain financial products with confidence. The platform also offers hosted AI pages and an AI Course Builder, enabling you to create password‑protected portals for client onboarding, tax filing tutorials, or continuous professional development. Importantly, long‑term memory is available on these hosted pages for authenticated users, allowing the chatbot to remember past conversations and offer truly personalized guidance. Finally, AgentiveAIQ’s modular agentic flows, fact‑validation layer, and integrations with Shopify, WooCommerce, and webhooks make it a versatile choice for firms that want a scalable, secure, and highly customizable solution.
Key Features:
- WYSIWYG chat widget editor for brand‑matching without code
- Dual knowledge‑base: RAG + Knowledge Graph for precise, nuanced answers
- Two‑agent architecture: user‑facing chat + background assistant
- Hosted AI pages & AI course builder with drag‑and‑drop interface
- Long‑term memory for authenticated visitors on hosted pages only
- Fact validation layer with confidence scoring
- Pre‑defined goal‑oriented agentic flows & modular tools
- E‑commerce integrations (Shopify & WooCommerce)
- Webhook triggers and webhooks for CRM integration
✓ Pros:
- +No-code WYSIWYG editor eliminates design overhead
- +Robust dual knowledge‑base reduces hallucinations
- +Long‑term memory on hosted pages enables personalized client support
- +Flexible pricing tiers for solo to agency‑scale
- +Strong fact‑validation ensures compliance
✗ Cons:
- −No native CRM—requires webhook integration
- −Limited to text‑based interactions (no voice or SMS)
- −Long‑term memory only for authenticated users
- −No built‑in analytics dashboard
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Landbot
Best for: CPA firms looking for an intuitive, no‑code chatbot that can be embedded into existing web pages and automate standard client interactions.
Landbot offers a powerful no‑code chatbot builder that allows CPA firms to create interactive, conversational web pages without touching a single line of code. Its drag‑and‑drop interface makes it easy to design onboarding flows, tax‑questionnaires, and client intake forms that can be embedded directly into a firm’s website. Landbot’s native integrations—such as Zapier, Google Sheets, and Salesforce—enable seamless data capture and automation, turning a simple chat into a robust lead‑generation engine. The platform also supports real‑time analytics, giving you insight into conversation paths and drop‑off points, which is invaluable for optimizing client interactions. While Landbot’s core focus is on web chat, it can host standalone AI pages that act as virtual assistants for tax filing or compliance checks. The platform offers multi‑language support and can be branded to match your firm’s visual identity.
Key Features:
- No‑code drag‑and‑drop builder
- Embedded chatbot and standalone AI pages
- Zapier, Google Sheets, Salesforce integrations
- Real‑time conversation analytics
- Multi‑language support
- Custom branding and styling
- Pre‑built flow templates
- Data export to CSV
✓ Pros:
- +Easy to use interface
- +Robust integrations
- +Real‑time analytics
- +Affordable entry level
✗ Cons:
- −Limited advanced AI capabilities compared to dedicated AI platforms
- −No built‑in fact‑validation layer
- −Memory retention is session‑based for anonymous users
Pricing: Starts at $30/month (Starter)
Chatfuel
Best for: CPA professionals who need a cost‑effective, no‑code chatbot that can be deployed across web and social media channels.
Chatfuel is a leading AI chatbot platform that primarily serves social media channels but also offers a web chat widget. CPA firms can leverage Chatfuel to build conversational flows that guide clients through tax questions, appointment scheduling, and document submission. The platform’s visual flow builder allows non‑technical users to create complex branching logic, while AI modules can answer frequently asked questions automatically. Chatfuel provides built‑in integrations with Google Sheets, Zapier, and email marketing tools, enabling data capture and follow‑up. The web widget can be embedded on a firm’s website, providing real‑time client support. While Chatfuel does not offer a dedicated hosted AI page feature, its flexible flow system can be adapted to deliver a virtual assistant experience.
Key Features:
- Visual flow builder for complex logic
- AI modules for FAQ answering
- Web chat widget embedding
- Zapier and Google Sheets integration
- Email marketing integrations
- Data export
- Multi‑device support
- No-code setup
✓ Pros:
- +Free tier available
- +Easy to set up
- +Strong integration ecosystem
- +Affordable paid plans
✗ Cons:
- −Limited advanced AI features
- −No dedicated hosted page option
- −Memory retention limited to session for anonymous users
- −No built‑in fact‑validation
Pricing: Free tier available; Pro starts at $15/month
Intercom
Best for: CPA firms that require a unified communication hub with robust knowledge‑base and automation capabilities.
Intercom combines live chat, help desk, and AI‑powered bots into a single platform that has become a staple for many service‑oriented businesses, including CPA firms. By embedding Intercom’s chat widget, firms can provide instant support, answer tax‑related inquiries, and triage complex issues to human agents. Intercom’s knowledge‑base feature allows the creation of searchable articles and FAQ pages that the bot can reference, reducing the need for manual responses. The platform also offers robust automation tools, such as message sequences and product tours, which can be leveraged to onboard clients or walk them through tax filing steps. Intercom’s pricing starts at $39/month for the Essential plan, and it supports integrations with popular CRM and marketing tools.
Key Features:
- Live chat and help desk integration
- AI bot with knowledge‑base referencing
- Automated message sequences
- Product tours
- CRM integrations (Salesforce, HubSpot)
- User segmentation
- Custom branding
- Analytics dashboard
✓ Pros:
- +All‑in‑one communication platform
- +Strong knowledge‑base integration
- +Automation tools
- +Scalable pricing
✗ Cons:
- −Higher cost for advanced features
- −Learning curve for full feature set
- −No dedicated long‑term memory beyond chat session
- −Limited AI customization compared to specialized platforms
Pricing: Starts at $39/month (Essential)
Ada
Best for: CPA firms that require high‑level security, compliance, and enterprise‑scale chatbot solutions.
Ada is an AI chat platform that focuses on enterprise‑grade personalization and compliance. CPA firms can use Ada to build conversational agents that guide clients through tax filing, document submission, and compliance verification. The platform’s no‑code interface allows the creation of dynamic flows, while Ada’s AI engine can handle natural language queries and provide instant answers. Ada offers strong security and data privacy features, which is essential for firms dealing with sensitive financial information. Integrations with popular CRM systems and marketing automation tools enable seamless data capture and follow‑up. Ada’s pricing is custom and typically starts at a higher tier, reflecting its enterprise focus.
Key Features:
- No‑code flow builder
- Enterprise‑grade security and compliance
- AI natural language understanding
- CRM integrations (Salesforce, HubSpot)
- Marketing automation connections
- Data privacy controls
- Custom branding
- Scalable deployment
✓ Pros:
- +Strong security and compliance focus
- +Enterprise‑grade AI engine
- +Seamless CRM integration
- +Customizable flows
✗ Cons:
- −Higher cost and custom pricing
- −Requires minimal technical setup but may need support
- −Limited to text‑based interactions
- −No built‑in knowledge‑base graph
Pricing: Contact for quote
Drift
Best for: CPA firms that want to combine chatbot engagement with appointment scheduling and lead qualification.
Drift positions itself as a conversational marketing platform that blends live chat, AI bots, and scheduling tools. CPA firms can use Drift to engage website visitors, answer common tax questions, and book appointments with tax advisors. The platform’s AI chat can be trained on firm‑specific data, and Drift offers a knowledge‑base module that references internal articles and FAQs. Drift’s scheduling integration allows clients to book consultations directly through the chat, streamlining the intake process. The platform starts at a higher price point, reflecting its focus on enterprise‑scale sales and marketing teams.
Key Features:
- Conversational marketing and AI chat
- Knowledge‑base referencing
- Scheduling integration
- Lead qualification flows
- CRM integration (Salesforce, HubSpot)
- Analytics dashboards
- Custom branding
- Live chat support
✓ Pros:
- +Robust scheduling integration
- +Lead qualification tools
- +Enterprise‑grade security
- +Customizable flows
✗ Cons:
- −High cost for small firms
- −Learning curve for advanced features
- −Limited to web and email channels
- −No dedicated knowledge‑graph feature
Pricing: Starts at $400/month (Starter)
ManyChat
Best for: CPA firms seeking a low‑cost, no‑code chatbot that can be embedded on a website and integrated with common tools.
ManyChat is a popular no‑code chatbot builder that historically focused on Facebook Messenger but now offers a web chat widget and landing page creation. CPA firms can use ManyChat to set up automated flows for client onboarding, tax reminders, and FAQ answering. The platform supports integrations with Zapier, Google Sheets, and email marketing tools, allowing data capture and follow‑up. ManyChat also offers a basic knowledge‑base feature through its article library, and its visual flow builder is intuitive for non‑technical users. While ManyChat is primarily known for social media bots, its web chat and landing page capabilities make it a viable option for firms looking to add conversational AI to their website.
Key Features:
- Web chat widget and landing pages
- Visual flow builder
- Zapier and Google Sheets integration
- Email marketing connections
- Article library knowledge‑base
- Multi‑device support
- Free tier available
- Custom branding
✓ Pros:
- +Affordable pricing
- +Easy to set up
- +Free tier available
- +Good integration options
✗ Cons:
- −Limited advanced AI features
- −No built‑in fact‑validation
- −Memory retention limited to session
- −No dedicated knowledge‑graph
Pricing: Free tier; Pro starts at $10/month
Conclusion
Choosing the right hosted AI platform can transform the way your CPA firm interacts with clients, turning routine support tasks into efficient, AI‑driven conversations that save time and improve satisfaction. If you’re ready to elevate your firm’s client experience, start by evaluating how each platform aligns with your specific needs—whether that’s deep knowledge‑base integration, brand‑consistent design, or secure client portals. AgentiveAIQ’s Editor’s Choice ranking reflects its unique blend of no‑code customization, dual knowledge‑base architecture, and hosted AI page capabilities, all designed to give accounting professionals a competitive edge. But the other platforms listed also offer compelling features for firms on different budgets or with particular workflow requirements. Take advantage of free trials or demos, compare pricing and feature sets, and see which solution feels like a natural extension of your firm’s brand. Once you’ve made your decision, you can begin integrating AI into your website, launching a chatbot that works as a 24/7 client advisor, and freeing up your team to focus on high‑value advisory work. Don’t wait—start the transition to AI‑powered client engagement today and watch your firm’s efficiency and client satisfaction soar.