AI Voice & Chat Assistants for Tax Professionals - Marcus AI
We onboard a limited number of accounts each month to keep builds tight. Reserve your spot →
⚡ Grab Your Marcus → Pricing

We turn missed calls into booked clients in 2–5 seconds. Marcus AI replies in seconds, talks in your voice (any language), and straight to your calendar across IG/FB, SMS, voice, and web chat.

No VA. No chasing. Just more booked clients.

9:41
Marcus AI

Marcus AI

Appointment Confirmed for Elevation Academy

A calendar invitation for your Elevation Academy Product Demo has been sent to [email protected].

⚡ Grab Your Marcus → Pricing See Plans →

How Our AI Assistant Works:

  • Client reaches out via any channel.
  • AI assistant replies instantly (2-5 seconds).
  • Answers questions, including pricing, in your voice.
  • Books appointments directly into your calendar.
  • Sends confirmations and reminders automatically.
  • No missed calls, no manual chasing required!

Experience seamless client intake, even while you sleep!

The Leak That’s Costing You Thousands Every Month.

Miss a DM, text, or call and you can lose $300–$600—fast.

Just 15 missed touches/week = $6,000+/mo gone.

Marcus replies in 2–5s and books before competitors call back.

👉 Stop the Leak → Grab Your Marcus → Pricing

How Marcus AI Works in 3 Steps

1. Lead Reaches Out → Marcus AI Replies in 2–5s.

(IG/FB, SMS, voice, web chat).

2. Talks In YOUR Voice

→ answers pricing, FAQs, next steps.

3. Books them instantly

→ sends confirmations + a reminder ladder to cut no-shows.

Works wherever clients reach out. One AI across every channel.

Facebook / Instagram

  • Auto-replies to comments, pushes to DM, books instantly.

SMS

  • Replies in 2–5s, drops link, books calendar.

Voice

  • Answers calls 24/7, qualifies, offers times, books.

Chat

  • Handles FAQs, pricing, and opens booking inside chat.

How Much Are You Losing Each Month?

5 missed touches/day × $300 = $39,000/yr lost. Marcus is $72/mo. You keep the difference.

👉 Calculate → Then Grab Your Marcus → Pricing

Transparent Pricing for Tax Pros

Core

One extra booking per month usually covers this plan. Everything after is margin.

$72/mo

What's included:

  • Seats: 1
  • Unlimited messages
  • Unlimited assistants
  • Custom tools & actions
  • GHL workflow actions
  • Re-billing ready

Ready to Automate Your Intake?

Get started with the Core plan and never miss another client.

👉 Grab Your Marcus
AI Core — $72/mo
Most Popular

Pro

3 seats included (~$66/seat). Weekly classes + AI Builder course. One booking per seat typically covers cost.

$199/mo

What's included:

  • Seats: 3 included
  • Unlimited messages
  • Unlimited assistants
  • Custom tools & actions
  • GHL workflow actions
  • Re-billing ready
  • White label ready

Supercharge Your Firm!

The Pro plan includes more seats and advanced training for growing tax firms.

👉 Grab Your Marcus
Pro — $199/mo

SB Command

Multi-office control. Includes 10 accounts. No hidden per-seat billing. Two bookings per office typically covers cost.

$499/mo

What's included:

  • 10 seats
  • Unlimited messages
  • Unlimited assistants
  • Custom tools & actions
  • GHL workflow actions
  • Re-billing ready
  • White label ready
  • Unlimited support

Scale Your Enterprise!

SB Command offers complete control and advanced features for multi-office operations.

👉 Grab Your Marcus
Command — $499/mo
⚡ Grab Your Marcus AI Now

2 bookings usually clear setup ($499). After that, it’s margin.

Real Offices. Real Bookings.

Testimonial 1
Testimonial 2
Testimonial 3
Testimonial 4
Testimonial 5
Testimonial 6
Testimonial 7
Testimonial 8
Testimonial 9
Testimonial 10
Testimonial 11
Testimonial 12
Testimonial 1
Testimonial 2
Testimonial 3
Testimonial 4
Testimonial 5
Testimonial 6
Testimonial 7
Testimonial 8
Testimonial 9
Testimonial 10
Testimonial 11
Testimonial 12

Marcus AI booked 5 consults overnight = $2,000 earned in our sleep.

We replaced a $1,600/mo VA with a $72 bot.

Setup paid for itself in 48 hours. Everything after is margin.

👉 Join 300+
Firms Using Marcus

Zero-Risk Guarantee

If Marcus AI doesn’t book you at least 3 new clients in 7 days, you don’t pay a dime. Keep the bot, keep the scripts, and we’ll refund you. All the upside. Zero risk.

👉 Claim Your Marcus AI Now

What Happens After You Buy

Step 1 (same day):

  • Onboarding call to capture your pricing, rules, and voice.

Step 2:

  • We install your scripts + confirmations + reminder ladder.

Step 3:

  • We wire up IG/FB, SMS, voice, and web chat—then test live until it’s booking.

Works with your current CRM/phone/calendar. No stack? We’ll provision a compliant setup.

👉 Grab Your Marcus AI Now

Tax Firms Are Leveling Up With This —
You Could Be Next

🔥 We onboard a limited number of accounts per month to keep builds tight. We’re currently accepting new accounts.
Free CRM Diagnosis included with setups started this week.
Unlock Marcus AI Today

Run a tax firm, not a call center.

Stop chasing. Stop missing. Marcus catches every DM/text/call in 2–5s and books the appointment.

⚡ Grab Your Marcus AI Now