Simplify tax management and client care with custom AI agents
Deploy AI agents that reduce manual work, deliver personalized client experiences, and drive efficiency in your tax practice—no coding needed.
Easy launch
Launch an AI agent for tax professionals in minutes
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01View data connectors
Connect Data
Connect and integrate your business knowledge from any source.
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02See it live
Deploy
Deploy your AI agent with your users or your team, wherever you need it.
Use cases
How tax professionals maximize value with CustomGPT.ai
Automate and resolve 93%+ of tax inquiries instantly for faster client support
Reduce ticket volume and support costs with AI agents that instantly handle tax inquiries—allowing your team to focus on complex cases
Answer every new-starter question on day one
Turn handbooks, policies and recorded sessions into an agent that answers new joiners directly, in their own words, from your own material.
Work faster with instant, accurate information
Give team members exactly the right information — no more, no less — with use-specific assistants and role-based access across everything you have already written down.
Ask your own library the question
Point an agent at 1,400+ supported file types and dozens of integrations, and get answers that come only from your approved sources, each one linked back to where it came from.
See what your visitors are actually asking
Every conversation is a record of what people came looking for. Read the questions your site is being asked and what it managed to answer.
Keep your team current on the market
Collect the reports, transcripts and pages your team relies on into one agent, so a market question gets a sourced answer instead of a search.
Why CustomGPT.ai
Why tax professionals find it the perfect solution
No-code implementation
Launch AI for your tax practice with a platform your team can rely on. Save time and costs while skipping the need for technical expertise. Deploy today—not months from now
Enterprise-grade AI security
Do AI the safe way. Unlike the biggest names in AI, we never train our AI models on your data—all your information stays fully encrypted. Enjoy additional security with full enterprise-grade security on all plans
Leading in tax accuracy
Automate tax processes with confidence—deliver accurate answers powered by the industry’s #1 anti-hallucination technology
Customer stories
Meet the organizations beating the AI curve with CustomGPT.ai
20sec Average response time
With CustomGPT.ai, Ontop cut response times from 20 minutes to 20 seconds, accelerating sales growth and enabling full focus on high-impact tasks.
Frequently asked questions for tax professionals
How can AI agents improve my tax practice?
AI agents can handle routine client inquiries, provide instant answers, and streamline your operations, allowing you to focus on complex tax issues and grow your business.
Is my client data secure with CustomGPT.ai?
Yes, our platform is SOC2-compliant and prioritizes data privacy, ensuring all your client information remains confidential and secure within your AI agents.
Do I need technical expertise to use CustomGPT.ai?
No, our no-code platform is designed for ease of use, allowing anyone in your firm to create and deploy AI agents without any programming knowledge.
Can AI agents handle complex tax questions?
AI agents are trained on your specific content and can provide accurate answers to common and complex queries based on your expertise.
How quickly can I deploy an AI agent?
With our no-code platform, you can create and deploy an AI agent in as little as a few hours. This rapid deployment allows you to quickly enhance your customer support operations without significant delays or resource investments.
Will AI agents replace my role as a tax professional?
No, AI agents augment your services by handling routine tasks, freeing you to focus on specialized, high-value work.
How do I train the AI agent with my content?
Simply upload your existing documents, FAQs, and resources; the AI agent will use this information to provide accurate responses.
Can the AI agent handle client-specific information?
While the AI agent can provide general tax information, client-specific advice should still be provided by you to ensure accuracy and compliance.
Is CustomGPT.ai compliant with tax industry regulations?
Yes, we prioritize compliance and data security, adhering to industry standards to protect your practice and clients.
What kind of support is available during setup?
Our team offers comprehensive support to assist you in setting up and optimizing your AI agents for maximum benefit.