Quincy answers routine tax questions on your website, with computed checks for supported calculations. It helps visitors find their next step and directs questions that need professional judgment to your firm.
For supported questions, Quincy uses a tax calculation engine and marks the answer as computed. General explanations can also contain numbers. The badge does not certify every statement, and a professional should review advice before a client relies on it.
The calculation engine uses constants tied to a tax year and source. Supported results carry a computed badge. Coverage depends on the question, year and facts supplied.
Eligibility, characterization and strategy often need a professional's judgment. Quincy is designed to direct those conversations to your firm. AI can still make mistakes.
Visitors can follow your firm's booking link or call its configured number. Quincy tracks those clicks; scheduling and calls happen through your own services.
Use your account's own snippet and allow your website address. Your website administrator can paste the snippet before the closing body tag.
Create your firm account using a sign-in link sent to your work inbox.
Add your website's allowed address and your booking link. Review the setup instructions in your account.
Copy your account's snippet, open your site, and confirm the widget and booking destination work.
It clears the routine, answerable questions that clog your inbox — and deliberately hands the billable work back to you. It's a front desk, not a replacement.
Give website visitors practical, source-linked tax answers and clear next steps, then send the right work to your firm.
The $20 monthly website service includes one eligible booking-link or telephone-link conversion in each paid invoice period. Each additional eligible conversation uses $20 of purchased credits. A second click in the same conversation does not charge again. A click is not a confirmed appointment or completed call. Purchased credits carry forward and are nonrefundable except where required by law. Read the service terms.
Try the concierge, explore a supported calculation, and see how it directs a visitor to a firm's booking page.
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