Public website assistant
Explain services, onboarding steps and approved document checklists. Direct clients to your existing secure portal and capture new-business inquiries.
Trained on your approved public information.
Accounting and bookkeeping firms · Winter Sale 2026
Prepare for busy season with fewer repetitive questions.
Help clients understand how to get started, and give your staff faster access to the procedures they use every day. Built around your firm’s approved information.
Request a tailored demo & proposalSee a working preview before deciding. No purchase required to request a demo.
One assistant for visitors. One for your team.
Staff Knowledge Dashboard
Help staff find internal workflows, onboarding instructions and approved answers without searching through folders or interrupting a colleague.
Restricted to the people you authorize.
Your professionals retain responsibility for advice and filings. The initial setup does not give personalized tax or financial advice, calculate liabilities, or collect tax returns and financial account details.
Start with questions your firm already answers.
We use your public service pages and approved onboarding or staff procedures. You review the sources, wording and access before launch.
- Does the firm offer monthly bookkeeping?
- Where is the secure client portal?
- What does our onboarding checklist require?
Illustrative questions. Answers depend on the sources your firm supplies.
A clear path from demo to launch.
1. Review your preview
See a tailored public-information assistant and a private dashboard preview. Internal examples are labeled as samples until you supply approved documents.
2. Approve your proposal
Confirm the included setup, plan limits, sources and access. Your firm accepts the offer and completes its own subscription checkout.
3. Launch with your team
We configure the approved knowledge, private access and standard website embed, then complete an onboarding review with you.
Know what is included.
The package includes setup of two assistants using one approved public source set and one approved internal source set, standard website embedding, and private access configuration. Business Plan message, knowledge, and team limits apply. Phone service, custom integrations and separately requested work are outside this package; they are not required to receive the setup-fee waiver.
SA Cyber LLC · 99 Wall St. Ste 557, New York, NY 10005