SayMaya for accounting and tax
Answer tax season questions and book the right appointment
SayMaya is an AI assistant for accounting and tax firm websites. Visitors ask about tax prep prices, bookkeeping packages or what documents to bring, and Maya replies with your services, packages and checklists, then books an appointment. She does not give tax advice; account questions go to your team.
Updated by the SayMaya team
MayaLedgerline CPAs
I run a small business and need bookkeeping and payroll, can we talk Wednesday?
Here is the next open time: Wed Nov 4, 9:30am (Intro call · with Owen Tallow · video). Tap one to book it.
Ask Maya a sample question
Where accounting and tax chats get stuck
- Tax season buries the front desk in the same questions.
- Clients arrive without the documents they need.
- Package pricing is hard to explain on a call.
What Maya handles
- Shows tax prep and bookkeeping packages with prices
- Shares document checklists
- Books appointments with the right preparer
- Answers deadline and portal questions from your pages
- Sends tax advice and account questions to your team
Anything else goes to your team inbox with the whole conversation, and your team gets an email.
Built for client privacy
- We sign a BAA when your practice needs one.
- Zero-data-retention AI models: chats are never stored by the model provider or used for training.
Set up for you, from $500
Every website plan starts with setup, done by us. Larger catalogs or several sites can cost more; you get the price before you pay.
- 1
We import your listings, menu or services
From your site, a spreadsheet or a feed, so Maya answers with your real inventory.
- 2
We train Maya on your site
Your pages, hours, policies and FAQs, in your tone, with the rules your business needs.
- 3
We brand the widget
Your colors, your name and a greeting that fits, live on your site with one snippet.
Website plans
Compare plans and what countsEssentials
$99/month
- Conversations per month
- 500 conversations / month
- Answered by AI
- 250 answered by AI
- Websites
- 1 website
- Setup
- + $500 one-time setup
Growth
$249/month
- Conversations per month
- 2,000 conversations / month
- Answered by AI
- 1,000 answered by AI
- Websites
- 3 websites
- Setup
- + $500 one-time setup
Scale
$499/month
- Conversations per month
- 6,000 conversations / month
- Answered by AI
- 3,000 answered by AI
- Websites
- 10 websites
- Also included
- Priority support
- Setup
- + $500 one-time setup
Accounting and tax questions
Can Maya answer tax questions?
She answers process questions from your pages. Tax advice comes from your preparers.
Does she collect tax documents?
No. She points clients to your secure portal.
Can she explain packages?
Yes, with the prices you publish.
How much does SayMaya cost for accounting and tax firms?
Website plans start at $99 a month for 500 conversations, 250 answered by AI, on one site. Growth is $249 and Scale is $499. Every plan starts with a one-time setup from $500, where we import your inventory and train Maya on your site.
Will you sign a BAA?
Yes. We sign a BAA when your practice needs one. Tell us during setup and we sign it before Maya goes live on your site.
Is client data used to train AI?
No. Maya runs on zero-data-retention AI models: chats are never stored by the model provider or used for training. Confidential matters go to your team, not the AI.
Also in professional services and nearby
Put Maya on your accounting and tax website
From $99/mo + $500 setup. We import your inventory, train Maya on your site and brand the chat. You approve it before it goes live.
