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AI SmartBots: Your Firm’s 24/7 Virtual Assistant

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Turn your website into a 24/7 assistant with MAX-powered SmartBots. Make your blog interactive, answer tax FAQs, and elevate client experience instantly.

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Webinar Series

AI SmartBots: Your Firm’s 24/7 Virtual Assistant

Why Your Website Needs a 24/7 Assistant

Your clients don’t work 9–5. They Google tax questions at 11 p.m. They look for your office map at 6 a.m. They wonder how to book a call on a Sunday afternoon.

Most websites? Dead ends. Static. No help after hours.

That’s why we built AI SmartBots.

What AI SmartBots Are

SmartBots are MAX-powered AI chatbots that live on your website. They act like your firm’s virtual assistant — ready to answer questions, guide prospects, and save your staff from repetitive tasks.

Because they’re powered by MAX, SmartBots aren’t generic. They’re trained on:

  • The tax code. So they can handle FAQs with accuracy.
  • Your firm’s narrative. So they explain services in your voice.
  • Your content library. Blogs, FAQs, and thought leadership instantly become interactive.
Stop losing leads after hours. SmartBots handle FAQs, guide prospects, and book calls while you rest.

Your Blog on Steroids

Think about it: you already publish blog posts, FAQs, and newsletters. But most clients don’t read every word.

With SmartBots, all that content becomes searchable, conversational, and instantly useful. Instead of digging through posts, clients just ask.

“Can you explain S-corp tax advantages?”
“What’s new for deductions this year?”
“How does your firm work with dentists?”

The SmartBot pulls directly from your firm’s content + the tax code knowledge base — and answers in seconds.

It’s your blog on steroids. More convenient for clients. More valuable for you.

Meet Your Firm’s SmartBot

A Client Story: Midnight Questions

Imagine a prospect lands on your site at midnight. She’s stressed about filing deadlines. Instead of bouncing, she types her question into your SmartBot.

In seconds, she gets an accurate, reassuring answer. Then the bot invites her to schedule a consult. By morning, you wake up with a new lead on your calendar — without lifting a finger.

Why This Matters

  • Saves staff time. No more endless “Where do I upload documents?” calls.
  • Delivers a better client experience. Answers are instant, accurate, and in your firm’s voice.
  • Unlocks your content. All your blogs and thought leadership become usable in real time.
  • Gives you a competitive edge. While your competitors’ sites sit static, yours feels alive — like a firm that’s actually responsive.

The Fine Print

SmartBots are available exclusively for Grow, Premier, and Premier Plus plans. They’re optional — but once you see the difference, you won’t want to turn them off.

The Bottom line

AI SmartBots turn your website into a 24/7, MAX-powered assistant. They supercharge your blog, answer client questions instantly, and give your firm a competitive edge clients can feel.

‍

Tactical Tuesday

AI SmartBots: Your Firm’s 24/7 Virtual Assistant

Why Your Website Needs a 24/7 Assistant

Your clients don’t work 9–5. They Google tax questions at 11 p.m. They look for your office map at 6 a.m. They wonder how to book a call on a Sunday afternoon.

Most websites? Dead ends. Static. No help after hours.

That’s why we built AI SmartBots.

What AI SmartBots Are

SmartBots are MAX-powered AI chatbots that live on your website. They act like your firm’s virtual assistant — ready to answer questions, guide prospects, and save your staff from repetitive tasks.

Because they’re powered by MAX, SmartBots aren’t generic. They’re trained on:

  • The tax code. So they can handle FAQs with accuracy.
  • Your firm’s narrative. So they explain services in your voice.
  • Your content library. Blogs, FAQs, and thought leadership instantly become interactive.
Stop losing leads after hours. SmartBots handle FAQs, guide prospects, and book calls while you rest.

Your Blog on Steroids

Think about it: you already publish blog posts, FAQs, and newsletters. But most clients don’t read every word.

With SmartBots, all that content becomes searchable, conversational, and instantly useful. Instead of digging through posts, clients just ask.

“Can you explain S-corp tax advantages?”
“What’s new for deductions this year?”
“How does your firm work with dentists?”

The SmartBot pulls directly from your firm’s content + the tax code knowledge base — and answers in seconds.

It’s your blog on steroids. More convenient for clients. More valuable for you.

Meet Your Firm’s SmartBot

A Client Story: Midnight Questions

Imagine a prospect lands on your site at midnight. She’s stressed about filing deadlines. Instead of bouncing, she types her question into your SmartBot.

In seconds, she gets an accurate, reassuring answer. Then the bot invites her to schedule a consult. By morning, you wake up with a new lead on your calendar — without lifting a finger.

Why This Matters

  • Saves staff time. No more endless “Where do I upload documents?” calls.
  • Delivers a better client experience. Answers are instant, accurate, and in your firm’s voice.
  • Unlocks your content. All your blogs and thought leadership become usable in real time.
  • Gives you a competitive edge. While your competitors’ sites sit static, yours feels alive — like a firm that’s actually responsive.

The Fine Print

SmartBots are available exclusively for Grow, Premier, and Premier Plus plans. They’re optional — but once you see the difference, you won’t want to turn them off.

The Bottom line

AI SmartBots turn your website into a 24/7, MAX-powered assistant. They supercharge your blog, answer client questions instantly, and give your firm a competitive edge clients can feel.

‍

Already a Client and Have Questions?

Send Us an Email to help@countingworkspro.com

Or call our team at 1-800-442-2477.

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Webinar Series

AI SmartBots: Your Firm’s 24/7 Virtual Assistant

Why Your Website Needs a 24/7 Assistant

Your clients don’t work 9–5. They Google tax questions at 11 p.m. They look for your office map at 6 a.m. They wonder how to book a call on a Sunday afternoon.

Most websites? Dead ends. Static. No help after hours.

That’s why we built AI SmartBots.

What AI SmartBots Are

SmartBots are MAX-powered AI chatbots that live on your website. They act like your firm’s virtual assistant — ready to answer questions, guide prospects, and save your staff from repetitive tasks.

Because they’re powered by MAX, SmartBots aren’t generic. They’re trained on:

  • The tax code. So they can handle FAQs with accuracy.
  • Your firm’s narrative. So they explain services in your voice.
  • Your content library. Blogs, FAQs, and thought leadership instantly become interactive.
Stop losing leads after hours. SmartBots handle FAQs, guide prospects, and book calls while you rest.

Your Blog on Steroids

Think about it: you already publish blog posts, FAQs, and newsletters. But most clients don’t read every word.

With SmartBots, all that content becomes searchable, conversational, and instantly useful. Instead of digging through posts, clients just ask.

“Can you explain S-corp tax advantages?”
“What’s new for deductions this year?”
“How does your firm work with dentists?”

The SmartBot pulls directly from your firm’s content + the tax code knowledge base — and answers in seconds.

It’s your blog on steroids. More convenient for clients. More valuable for you.

Meet Your Firm’s SmartBot

A Client Story: Midnight Questions

Imagine a prospect lands on your site at midnight. She’s stressed about filing deadlines. Instead of bouncing, she types her question into your SmartBot.

In seconds, she gets an accurate, reassuring answer. Then the bot invites her to schedule a consult. By morning, you wake up with a new lead on your calendar — without lifting a finger.

Why This Matters

  • Saves staff time. No more endless “Where do I upload documents?” calls.
  • Delivers a better client experience. Answers are instant, accurate, and in your firm’s voice.
  • Unlocks your content. All your blogs and thought leadership become usable in real time.
  • Gives you a competitive edge. While your competitors’ sites sit static, yours feels alive — like a firm that’s actually responsive.

The Fine Print

SmartBots are available exclusively for Grow, Premier, and Premier Plus plans. They’re optional — but once you see the difference, you won’t want to turn them off.

The Bottom line

AI SmartBots turn your website into a 24/7, MAX-powered assistant. They supercharge your blog, answer client questions instantly, and give your firm a competitive edge clients can feel.

‍

Guide

AI SmartBots: Your Firm’s 24/7 Virtual Assistant

Why Your Website Needs a 24/7 Assistant

Your clients don’t work 9–5. They Google tax questions at 11 p.m. They look for your office map at 6 a.m. They wonder how to book a call on a Sunday afternoon.

Most websites? Dead ends. Static. No help after hours.

That’s why we built AI SmartBots.

What AI SmartBots Are

SmartBots are MAX-powered AI chatbots that live on your website. They act like your firm’s virtual assistant — ready to answer questions, guide prospects, and save your staff from repetitive tasks.

Because they’re powered by MAX, SmartBots aren’t generic. They’re trained on:

  • The tax code. So they can handle FAQs with accuracy.
  • Your firm’s narrative. So they explain services in your voice.
  • Your content library. Blogs, FAQs, and thought leadership instantly become interactive.
Stop losing leads after hours. SmartBots handle FAQs, guide prospects, and book calls while you rest.

Your Blog on Steroids

Think about it: you already publish blog posts, FAQs, and newsletters. But most clients don’t read every word.

With SmartBots, all that content becomes searchable, conversational, and instantly useful. Instead of digging through posts, clients just ask.

“Can you explain S-corp tax advantages?”
“What’s new for deductions this year?”
“How does your firm work with dentists?”

The SmartBot pulls directly from your firm’s content + the tax code knowledge base — and answers in seconds.

It’s your blog on steroids. More convenient for clients. More valuable for you.

Meet Your Firm’s SmartBot

A Client Story: Midnight Questions

Imagine a prospect lands on your site at midnight. She’s stressed about filing deadlines. Instead of bouncing, she types her question into your SmartBot.

In seconds, she gets an accurate, reassuring answer. Then the bot invites her to schedule a consult. By morning, you wake up with a new lead on your calendar — without lifting a finger.

Why This Matters

  • Saves staff time. No more endless “Where do I upload documents?” calls.
  • Delivers a better client experience. Answers are instant, accurate, and in your firm’s voice.
  • Unlocks your content. All your blogs and thought leadership become usable in real time.
  • Gives you a competitive edge. While your competitors’ sites sit static, yours feels alive — like a firm that’s actually responsive.

The Fine Print

SmartBots are available exclusively for Grow, Premier, and Premier Plus plans. They’re optional — but once you see the difference, you won’t want to turn them off.

The Bottom line

AI SmartBots turn your website into a 24/7, MAX-powered assistant. They supercharge your blog, answer client questions instantly, and give your firm a competitive edge clients can feel.

‍

Products & Features

AI SmartBots: Your Firm’s 24/7 Virtual Assistant

November 13, 2025
/
5
min read
Lee Reams
CEO | CountingWorks PRO

Why Your Website Needs a 24/7 Assistant

Your clients don’t work 9–5. They Google tax questions at 11 p.m. They look for your office map at 6 a.m. They wonder how to book a call on a Sunday afternoon.

Most websites? Dead ends. Static. No help after hours.

That’s why we built AI SmartBots.

What AI SmartBots Are

SmartBots are MAX-powered AI chatbots that live on your website. They act like your firm’s virtual assistant — ready to answer questions, guide prospects, and save your staff from repetitive tasks.

Because they’re powered by MAX, SmartBots aren’t generic. They’re trained on:

  • The tax code. So they can handle FAQs with accuracy.
  • Your firm’s narrative. So they explain services in your voice.
  • Your content library. Blogs, FAQs, and thought leadership instantly become interactive.
Stop losing leads after hours. SmartBots handle FAQs, guide prospects, and book calls while you rest.

Your Blog on Steroids

Think about it: you already publish blog posts, FAQs, and newsletters. But most clients don’t read every word.

With SmartBots, all that content becomes searchable, conversational, and instantly useful. Instead of digging through posts, clients just ask.

“Can you explain S-corp tax advantages?”
“What’s new for deductions this year?”
“How does your firm work with dentists?”

The SmartBot pulls directly from your firm’s content + the tax code knowledge base — and answers in seconds.

It’s your blog on steroids. More convenient for clients. More valuable for you.

Meet Your Firm’s SmartBot

A Client Story: Midnight Questions

Imagine a prospect lands on your site at midnight. She’s stressed about filing deadlines. Instead of bouncing, she types her question into your SmartBot.

In seconds, she gets an accurate, reassuring answer. Then the bot invites her to schedule a consult. By morning, you wake up with a new lead on your calendar — without lifting a finger.

Why This Matters

  • Saves staff time. No more endless “Where do I upload documents?” calls.
  • Delivers a better client experience. Answers are instant, accurate, and in your firm’s voice.
  • Unlocks your content. All your blogs and thought leadership become usable in real time.
  • Gives you a competitive edge. While your competitors’ sites sit static, yours feels alive — like a firm that’s actually responsive.

The Fine Print

SmartBots are available exclusively for Grow, Premier, and Premier Plus plans. They’re optional — but once you see the difference, you won’t want to turn them off.

The Bottom line

AI SmartBots turn your website into a 24/7, MAX-powered assistant. They supercharge your blog, answer client questions instantly, and give your firm a competitive edge clients can feel.

‍

Products & Features

AI SmartBots: Your Firm’s 24/7 Virtual Assistant

Thursday, November 13, 2025

November 13, 2025
/
5
min read
Lee Reams
CEO | CountingWorks PRO

Why Your Website Needs a 24/7 Assistant

Your clients don’t work 9–5. They Google tax questions at 11 p.m. They look for your office map at 6 a.m. They wonder how to book a call on a Sunday afternoon.

Most websites? Dead ends. Static. No help after hours.

That’s why we built AI SmartBots.

What AI SmartBots Are

SmartBots are MAX-powered AI chatbots that live on your website. They act like your firm’s virtual assistant — ready to answer questions, guide prospects, and save your staff from repetitive tasks.

Because they’re powered by MAX, SmartBots aren’t generic. They’re trained on:

  • The tax code. So they can handle FAQs with accuracy.
  • Your firm’s narrative. So they explain services in your voice.
  • Your content library. Blogs, FAQs, and thought leadership instantly become interactive.
Stop losing leads after hours. SmartBots handle FAQs, guide prospects, and book calls while you rest.

Your Blog on Steroids

Think about it: you already publish blog posts, FAQs, and newsletters. But most clients don’t read every word.

With SmartBots, all that content becomes searchable, conversational, and instantly useful. Instead of digging through posts, clients just ask.

“Can you explain S-corp tax advantages?”
“What’s new for deductions this year?”
“How does your firm work with dentists?”

The SmartBot pulls directly from your firm’s content + the tax code knowledge base — and answers in seconds.

It’s your blog on steroids. More convenient for clients. More valuable for you.

Meet Your Firm’s SmartBot

A Client Story: Midnight Questions

Imagine a prospect lands on your site at midnight. She’s stressed about filing deadlines. Instead of bouncing, she types her question into your SmartBot.

In seconds, she gets an accurate, reassuring answer. Then the bot invites her to schedule a consult. By morning, you wake up with a new lead on your calendar — without lifting a finger.

Why This Matters

  • Saves staff time. No more endless “Where do I upload documents?” calls.
  • Delivers a better client experience. Answers are instant, accurate, and in your firm’s voice.
  • Unlocks your content. All your blogs and thought leadership become usable in real time.
  • Gives you a competitive edge. While your competitors’ sites sit static, yours feels alive — like a firm that’s actually responsive.

The Fine Print

SmartBots are available exclusively for Grow, Premier, and Premier Plus plans. They’re optional — but once you see the difference, you won’t want to turn them off.

The Bottom line

AI SmartBots turn your website into a 24/7, MAX-powered assistant. They supercharge your blog, answer client questions instantly, and give your firm a competitive edge clients can feel.

‍

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

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Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

  • Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

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