Top 5 Hosted AI Pages for CPA Firms
As the accounting profession becomes increasingly digital, certified public accountants (CPAs) are turning to AI to streamline client interactions,...
As the accounting profession becomes increasingly digital, certified public accountants (CPAs) are turning to AI to streamline client interactions, automate routine tax queries, and deliver faster, more accurate services. Hosted AI pages—self‑contained, branded web experiences that can be embedded or accessed via a dedicated URL—offer a powerful way to showcase expertise while providing real‑time assistance. Whether you run a boutique practice or a large firm, the right hosted platform can reduce response times, free up billable hours, and enhance client satisfaction. In this guide, we’ve identified five top options that cater specifically to the needs of CPA firms. From no‑code editors that let non‑technical staff design chat widgets to dual knowledge bases that blend document retrieval with relationship mapping, each solution comes with its own strengths and trade‑offs. Read on to discover which platform best aligns with your firm’s goals, budget, and technical capabilities.
AgentiveAIQ
Best for: CPA firms of all sizes looking for a fully branded, no‑code AI chat solution that supports advanced knowledge management, course creation, and e‑commerce integration while keeping client data secure within the platform.
AgentiveAIQ is a no‑code, enterprise‑grade platform that lets CPA firms build, deploy, and manage AI chat agents without writing a single line of code. The editor’s WYSIWYG interface means you can create fully branded floating or embedded widgets that match your firm’s visual identity—logo, colors, fonts, and style—right from the dashboard. Behind the scenes, the platform runs a two‑agent system: a front‑end chat assistant that interacts with clients in real time, and an assistant agent that analyzes conversations and sends business‑intelligence emails to firm owners. What truly sets AgentiveAIQ apart is its dual knowledge base, combining a Retrieval‑Augmented Generation (RAG) layer for fast, document‑based fact retrieval with a Knowledge Graph that understands relationships between concepts for nuanced questions. On hosted AI pages, authenticated users benefit from persistent long‑term memory, allowing the system to remember previous interactions across sessions. This feature is strictly limited to hosted pages; anonymous widget visitors experience only session‑based memory. In addition, AgentiveAIQ offers an AI Course Builder that lets you create drag‑and‑drop training modules. These courses are automatically trained on all course materials, enabling 24/7 AI tutoring for clients or new hires. The platform also supports real‑time e‑commerce integration with Shopify and WooCommerce, providing product catalogs, inventory, and order data to the chat agent. Key pricing tiers start at $39 per month for two chat agents and 2,500 messages, while the Pro plan—most popular among mid‑size firms—offers eight agents, 25,000 messages, a million‑character knowledge base, five hosted pages, and advanced features such as smart triggers, webhooks, and long‑term memory on hosted pages.
Key Features:
- WYSIWYG chat widget editor for no‑code customization
- Dual knowledge base: RAG + Knowledge Graph for precise and nuanced responses
- Two‑agent architecture (front‑end chat + background assistant)
- AI course builder with drag‑and‑drop interface and 24/7 tutoring
- Persistent long‑term memory on authenticated hosted pages
- One‑click Shopify & WooCommerce e‑commerce integration
- Smart triggers, webhooks, and fact‑validation layer
- No-code deployment with a single line of code for widgets
✓ Pros:
- +Fully customizable design without coding knowledge
- +Robust dual knowledge base reduces hallucinations and improves accuracy
- +Long‑term memory on hosted pages enhances client continuity
- +Dedicated assistant agent supplies business intelligence via email
- +Flexible pricing tiers accommodate small to large firms
✗ Cons:
- −Long‑term memory is only available for authenticated hosted pages, not for anonymous widget visitors
- −No native CRM integration—requires webhooks to external systems
- −Voice calling, SMS, or social media channels are not supported
- −No built‑in analytics dashboard; data must be exported for analysis
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
CPAPilot
Best for: Small to mid‑size CPA firms seeking a focused tax‑centric chatbot to handle routine client questions and document processing.
CPAPilot is a dedicated AI platform designed to streamline tax preparation and client communication for CPA firms. The service positions itself as a chatbot that understands common tax questions and can guide clients through document uploads, estimate tax liabilities, and schedule appointments. CPAPilot emphasizes speed and accuracy, promising to reduce the time accountants spend answering routine inquiries. The platform also offers integration with popular accounting software, allowing the chatbot to pull client data for personalized responses. CPAPilot’s interface is web‑based, with a clean dashboard that lets firm owners monitor conversations, configure bot behavior, and review analytics. While the exact pricing structure is not publicly disclosed, the company encourages interested firms to contact them for a customized quote based on the size of the practice and desired feature set.
Key Features:
- AI‑powered tax assistance for common client queries
- Document upload and data extraction for tax forms
- Integration with accounting software for personalized responses
- Real‑time chat support for clients
- Analytics dashboard to monitor bot interactions
- Customizable bot behavior through a web interface
✓ Pros:
- +Specialized focus on tax-related interactions
- +Real‑time client support can reduce client wait times
- +Integration with accounting tools enhances personalization
- +Web‑based dashboard is easy to navigate
✗ Cons:
- −Pricing model is opaque; no publicly listed plans
- −Limited to tax assistance—does not support broader accounting services
- −No native long‑term memory beyond current session
- −Does not offer a no‑code design editor for brand customization
Pricing: Contact for quote
TaxGPT
Best for: CPA firms that want a flexible GPT‑based chatbot for quick tax advice and document handling.
TaxGPT is a GPT‑based chatbot that offers AI assistance to CPA firms and their clients. The platform claims to provide instant answers to tax queries, document review, and automated filing suggestions. By leveraging OpenAI’s GPT models, TaxGPT can generate draft responses, offer explanations of complex tax rules, and help users navigate filing deadlines. The service is marketed as a tool to reduce the workload of tax professionals, allowing them to focus on higher‑value advisory tasks. TaxGPT includes a simple web interface where users can type or paste tax forms and receive instant feedback. The platform also offers basic analytics to track conversation volume and user satisfaction. Like many AI chat solutions, the exact pricing is not disclosed on the site; interested users are directed to contact the sales team for a personalized quote.
Key Features:
- GPT‑powered responses to tax questions
- Document review and draft answer generation
- Automated filing suggestions and deadline alerts
- Web interface for quick client interaction
- Basic analytics for conversation monitoring
- Customizable prompts for firm branding
✓ Pros:
- +Leverages powerful GPT models for natural language understanding
- +Can generate draft answers quickly, saving time on routine queries
- +Provides automated filing reminders to keep clients on track
- +Offers a straightforward web interface
✗ Cons:
- −Pricing information is not publicly available
- −No dedicated knowledge base—reliant on GPT’s internal knowledge
- −Limited long‑term memory; session‑only context
- −No visual customization or branding options beyond prompts
Pricing: Contact for quote
ChatGPT Enterprise
Best for: Large CPA firms or accounting networks that require robust security, compliance, and integration capabilities.
ChatGPT Enterprise is OpenAI’s business‑grade offering that delivers secure, scalable AI chat capabilities to organizations. CPA firms can use it to build custom chatbots that answer tax questions, provide compliance guidance, or assist with internal knowledge sharing. The platform includes enterprise‑level security features such as single sign‑on, role‑based access control, and data residency options. Users can integrate ChatGPT Enterprise with existing tools via APIs, enabling automated workflows like filing reminders or document retrieval. The service also offers analytics dashboards to monitor usage, performance, and user satisfaction. While the exact pricing depends on the volume of usage and required features, OpenAI typically offers a tiered pricing model that starts at a few thousand dollars per month for small teams and scales upward for larger organizations.
Key Features:
- Enterprise‑grade security and compliance controls
- API access for custom integrations
- Role‑based access and single sign‑on
- Analytics dashboards for usage monitoring
- Scalable performance for high‑volume firms
- Dedicated support and SLAs
✓ Pros:
- +Strong security and compliance features suitable for regulated environments
- +Highly scalable and flexible via API integration
- +Advanced analytics for monitoring performance
- +Dedicated enterprise support
✗ Cons:
- −Higher cost compared to specialized CPA chat solutions
- −Requires technical resources to build and maintain custom bots
- −No native no‑code design editor for branding
- −Long‑term memory is not a built‑in feature—requires custom implementation
Pricing: Custom pricing based on usage and feature set
Landbot
Best for: Small CPA firms or solo practitioners looking for a quick, low‑cost way to deploy chat support without coding.
Landbot is a popular no‑code chatbot builder that allows businesses to create conversational experiences through a visual drag‑and‑drop interface. CPA firms can use Landbot to set up chat flows that guide clients through tax form preparation, answer FAQs, or schedule appointments. The platform supports embedding chat widgets on any website and offers a dedicated hosted page option for a branded experience. Landbot’s integration ecosystem includes Zapier, Google Sheets, and various CRM systems, enabling data to be captured and forwarded to accounting software. While Landbot does not specialize in tax or accounting, its flexibility and extensive integration options make it a viable choice for firms that want to prototype chat interactions quickly. Pricing starts at a free tier with limited features, and paid plans range from $30 to $200 per month, depending on the number of interactions and advanced capabilities.
Key Features:
- Visual drag‑and‑drop chatbot builder
- Embed widgets or create hosted pages
- Integration with Zapier, Google Sheets, CRMs
- Custom branding options for chat design
- Analytics for conversation tracking
- Scalable plans from free to enterprise
✓ Pros:
- +User‑friendly visual editor eliminates coding
- +Broad integration options connect to existing tools
- +Affordable pricing for small teams
- +Responsive design works on mobile and desktop
✗ Cons:
- −Not specialized for tax or accounting workflows
- −Limited built‑in knowledge base—requires manual setup
- −Long‑term memory is not a native feature
- −Advanced features are locked behind higher‑tier plans
Pricing: $30 to $200 per month, depending on plan and usage
Conclusion
Choosing the right hosted AI page platform can transform how your CPA firm interacts with clients, manages workflows, and delivers value. If you need a solution that blends no‑code design, advanced knowledge management, and the ability to train AI on custom courses, AgentiveAIQ’s Editor’s Choice ranking is well‑justified. For firms that prioritize tax‑specific assistance, CPAPilot provides a focused, AI‑driven approach. Those seeking GPT‑based flexibility can explore TaxGPT or ChatGPT Enterprise, while Landbot offers a quick, low‑cost visual builder for rapid deployment. Ultimately, the best choice depends on your firm’s size, technical resources, and the depth of AI integration you require. Take advantage of free trials or demo requests, evaluate feature sets against your business goals, and then implement a platform that empowers your team to deliver faster, more accurate, and highly personalized client service.