For accountants & tax firms

Audited answers for
your clients, on your site.

Quincy answers your clients' tax questions 24/7, embedded on your own website — and every number it gives is computed by a deterministic engine, never guessed. It handles the answerable and routes the judgment calls back to you.

Never invents a figure White-labeled to your firm One line of embed code
Why "audited" matters

A chatbot that hallucinates a tax figure is a liability. Quincy doesn't have one.

Generic AI guesses numbers from training data. Quincy computes them from a verified engine — or it declines and points to you. That difference is the whole product.

Computed, not guessed

Every dollar amount and rate comes from a deterministic tax engine with verified, year-tagged constants — checked to the cent against the IRS source. It will never invent a figure to sound helpful.

Knows its limits

When a question turns on judgment — eligibility, characterization, strategy — Quincy says so plainly and routes the client to you. One unaudited step and it won't pretend the answer is precise.

Your brand, your leads

It runs white-labeled on your site, in your firm's name. Every conversation is a warm lead — Quincy captures the client and books the consultation straight into your calendar.

The boundary that protects your practice

Quincy answers. You advise.

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.

Quincy handles — audited

The answerable, computed every time

  • "What's my federal / NJ / NY tax on $X?"
  • Brackets, marginal vs. effective rate, capital-gains math
  • "What's the standard deduction / contribution limit this year?"
  • Is Social Security taxable? How are RSUs / a bonus taxed?
Routed to you — the billable work

The judgment calls, handed back warm

  • "Can I claim my parent as a dependent?" — eligibility
  • "Should I elect S-corp?" — strategy & planning
  • Multi-state, entity, audit-risk, facts-and-circumstances
  • Anything that needs a professional — booked into your calendar
Deterministic, audited engine Figures traced to IRS source No client PII stored You stay in control
Simple, per-firm pricing

One subscription. Unlimited client questions.

Priced per firm, not per conversation — so a busy season never costs you more. Final numbers are being set; book a demo for early-firm pricing.

Solo
Single preparer / one site
$/mo
Price TBD
  • Embedded concierge on one site
  • Federal + your home state
  • Your branding + booking link
Book a demo
Most firms
Firm
Multiple preparers, one office
$/mo
Price TBD
  • Everything in Solo
  • Multi-state coverage
  • Lead routing to multiple preparers
  • Conversation & lead analytics
Book a demo
Multi-office
Several locations / brands
Custom
Let's talk
  • Everything in Firm
  • Per-office branding & routing
  • Priority support & onboarding
Talk to us

See Quincy answer a real question.

A 15-minute demo: watch it compute a tax figure live, then watch it decline a judgment call and book the consult to you.

Book a demo →