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 β†’

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].

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–$600β€”fast.

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

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

How Marcus AI Works in 3 Steps

1. Lead Reaches Out β†’ Marcus AI Replies in 2–5s.

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

2. Talks In YOUR Voice

β†’ answers pricing, FAQs, next steps.

3. Books them instantly

β†’ 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 Γ— $300 = $39,000/yr lost. Marcus is $72/mo. You keep the difference.

πŸ‘‰ Calculate β†’ Then Grab Your Marcus β†’ 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.

πŸ‘‰ Grab Your Marcus
AI Core β€” $72/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.

πŸ‘‰ Grab Your Marcus
Command β€” $499/mo

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

Real Offices. Real Bookings.

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.

πŸ‘‰ 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.

πŸ‘‰ 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 chatβ€”then test live until it’s booking.

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

πŸ‘‰ Grab Your Marcus AI Now

Tax Firms Are Leveling Up With This β€”
You Could Be Next

πŸ”₯ 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.