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Personalized Demo

See a demo on how
The UPS Store
can capture and engage social and website visitors along with incoming calls instantly.

A personalized preview built around your current website flow to help capture after-hours leads, answer common questions, and route tax, bookkeeping, and payroll inquiries faster.

Start My 14-Day Free Trial  → 🗓 Book a 15-Min Call To Answer Any Questions

$297/month after trial — cancel anytime. Setup included (a $497 value).

💬 Chat Live
🎤 Talk Live
Select the icon to start the demo 👆


⚡ Built for The UPS Store

This Is Not a Generic Demo —
It's Already Trained on Your Firm

Before you landed on this page, we reviewed The UPS Store's website and built a custom knowledge base around your services, FAQs, and client intake process. The solution above will answer questions about your business correctly.

💬 Type a question or 🎤 speak to it — try asking:

  • →Do you handle small business tax returns?
  • →How do I get started as a new client?
  • →What's included in your bookkeeping services?
  • →Do you offer payroll processing?

What You Just Experienced

Your Website Is Losing New Business
Right Now — Here's the Fix

Every time a potential client visits The UPS Store after hours, sends a contact form, or can't get through — that opportunity goes cold. Most never come back. This solution captures and engages them in that exact moment. Then sends the transacript to you for follow up at your convenience.

24/7/365

Responds to leads around the clock.

5–20

New leads captured per week on avgerage.

24hr

Live on your site and phone system within 24 hours.


What This Can Do for Your Firm

Everything runs automatically. No staff time required.

🌙

Capture After-Hours Leads

Respond to every inquiry the moment it arrives — even at midnight during tax season.

🔇

Reduce Repetitive Questions

Handle your most common FAQs automatically. Free your front desk for real work.

🎯

Pre-Qualify Prospects

Screen leads before any staff time is spent. Only warm, ready clients get through.

📅

Route & Schedule

Book appointments instantly and route inquiries to the right person automatically.

⚖️

Compliance - Safe by Design. This solution handles intake, FAQs, lead capture, and routing. It does not provide tax, legal, or compliance advice. All substantive guidance comes from your licensed team.

✓Instant Setup
✓No Software to Install
✓Works with Your Current Website & Phone System
✓Trusted by Growing Tax & Accounting Firms

Real Results

Firms Like Yours Are Already Winning

Hear directly from business owners who made the switch.

★★★★★

"We were missing calls every evening. Within the first week the agent booked three new client consultations without us lifting a finger."

JM

James M.

Owner, Capital Tax

★★★★★

"Our front desk was overwhelmed during tax season. Now the agent handles all the intake questions and our team only deals with actual clients."

SR

Sandra R.

Principal, Pax Advisors

★★★★★

"Setup took less than a day. It already knew our services and was answering questions correctly from the start. Genuinely impressive."

DK

David K.

CPA, Apex Accounting

Common Questions

Frequently Asked Questions

The service is $297/month after your 14-day free trial. Your trial includes full setup, the complete knowledge base built from your website, both chat and voice agent access, and full support. As an introductory offer, the $497 setup up fee will be waived. This Software as a Service runs month-to-month, no contract required. If you decide it's not for you after the trial, cancel with one email. No questions asked.
This handles intake, FAQs, lead capture, and appointment routing — automatically, 24/7/365. It can answer questions about your services, qualify new client leads, and book consultations. What it doesn't do: it never gives tax, legal, or compliance advice. It always defers substantive professional questions to your licensed team. Think of it as a tireless, always-on front desk — not a replacement for your expertise.
Before building your personalized demo, we reviewed your publicly available website content and used it to build a custom knowledge base that already understands your services, your typical client questions, and your intake process — without any work on your part. When you start your trial, we refine this further with any additional FAQs or intake details you want to add.
No contracts. No cancellation fees. Ever. The solution is month-to-month and you can cancel at any time with a simple email to our team. We are confident our solutions will bring so much value to your business we will have a long-term mutually beneficial relationship.
All communication data and your clients' data are never sold or shared with third parties. This solution is designed for intake and routing only — it does not collect sensitive financial data such as SSNs, account numbers, or tax documents. All conversations are encrypted in transit and at rest. The system is built specifically for professional services firms where trust and confidentiality are non-negotiable.
To build and setup your solution typically takes less than 24 hours and requires nothing from your technical team. We handle the full build. You don't install any software and your existing website doesn't change — the solution is embedded as a lightweight widget. All you need to do is review and approve the knowledge base we build, and you're live.

Ready to Put This to Work?

Start Capturing Opportunities
You're Currently Losing

We handle the full build and setup. Nothing to install. Your website or phone system doesn't change. Your solution goes live within 24 hours — trained on your firm, ready for your new opportunities and clients.

Start My 14-Day Free Trial  → $297/month after your free trial — cancel anytime.
or
🗓 I Have Questions — Let's Talk for 15 Minutes Talk to a real person. We'll walk through exactly how it works for your firm.