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.
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Launch an AI agent for tax professionals in minutes.

Worried about falling behind on AI? Launch powerful, affordable AI chat agents in under 30 minutes.

Upload

Connect and integrate your business knowledge from any source. Select. Upload. Done!

Customize

Personalize your agent’s look and communication style with a few simple clicks.

Deploy

Deploy your AI agent with your users or your team, wherever you need it.

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.
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Cut training time in half with AI

Save time and money with AI agents that automate and customize the tax onboarding process for each new client.
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Knowledge retrieval with AI-driven precision

Boost operational efficiency by equipping your team with AI search tools that deliver fast, accurate insights.
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Cut research time by 90%

Accelerate productivity by allowing a secure AI assistant to sift through tax research materials for you.
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Enhance client engagement and increase tax service conversions

Accelerate client acquisition with AI-powered tax lead generation, personalized engagement, and efficient pre-consultation support.
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Gain a competitive edge with custom AI-driven tax analysis and insights

Automate insights, optimize decision-making, and transform data into action for faster growth.
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Why tax professionals find it the perfect solution...

No-Code Platform

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 Security

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 Accuracy

Leading in tax accuracy

Automate tax processes with confidence—deliver accurate answers powered by the industry’s #1 anti-hallucination technology.

Meet the organizations beating the AI curve with CustomGPT.ai

With CustomGPT.ai, Ontop cut response times from 20 minutes to 20 secondsaccelerating sales growth and enabling full focus on high-impact tasks. 

Enhanced Client Support

Provide instant, accurate answers to client queries using AI agents trained on your tax expertise.

Boost Productivity

Automate routine inquiries, freeing up time to focus on complex tax matters.

Increase Revenue

Attract and retain clients by offering cutting-edge AI-powered services.

Secure and Reliable

Ensure data privacy with our SOC2-compliant, secure AI platform.

Enhanced Client Support

Provide instant, accurate answers to client queries using AI agents trained on your tax expertise.

Boost Productivity

Automate routine inquiries, freeing up time to focus on complex tax matters.

Increase Revenue

Attract and retain clients by offering cutting-edge AI-powered services.

Secure and Reliable

Ensure data privacy with our SOC2-compliant, secure AI platform.
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Automate Routine Tasks

Reduce time spent on repetitive inquiries, allowing you to focus on higher-value services.
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Enhance Data Security

Protect client data with our privacy-first, secure AI platform that meets compliance standards.
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No-Code Implementation

Deploy AI agents quickly without technical expertise or costly development time.

Hear from our customers

“We chose the CustomGPT solution because of its scalable data ingestion platform which enabled us to bring together knowledge of entrepreneurship across multiple knowledge bases at MIT”

Doug Williams, Product Lead for the Martin Trust Center for MIT Entrepreneurship and happy CustomGPT.ai customer

Doug Williams

“CustomGPT.ai has continually impressed us. Our own assessor loves it and frequently comments on how it provides the right answers.  It’s a very valuable tool that people need to understand and utilize.”

Ken Scott

“We looked at different vendors and in the end, we chose CustomGPT.ai because for us, it had the best spectrum of quality of answers, ease of use, scalability, and most importantly, API capabilities.”

George Dlubal, CEO of Dlubal Technologies and happy CustomGPT.ai customer

George Dlubal

Frequently asked questions for tax professionals

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.
Yes, CustomGPT.ai ensures data privacy with SOC2 compliance and a privacy-first approach, keeping your client information secure.
No, our platform is no-code and user-friendly, enabling you to deploy AI agents without any technical background.
AI agents are trained on your specific content and can provide accurate answers to common and complex queries based on your expertise.
You can deploy a custom AI agent within minutes, allowing you to rapidly enhance your client services.
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?
While the AI agent can provide general tax information, client-specific advice should still be provided by you to ensure accuracy and compliance.
Yes, we prioritize compliance and data security, adhering to industry standards to protect your practice and clients.
Our team offers comprehensive support to assist you in setting up and optimizing your AI agents for maximum benefit.

Launch your custom AI agents today. Experience instant impact.