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Client Detail
AI Analysis
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Click "Run AI Analysis" to generate tax-saving strategies for this client.
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💬 AI Assistant
Hi! I'm your Kelox AI assistant. I can help you with this client's tax situation, answer questions about strategies, or draft talking points. What would you like to know?
AI Assistant
Hello! I'm your Kelox AI assistant. I can help you with tax strategies, client questions, analyze situations, and more. How can I help?
Quick Topics
${[
'What strategies work for high-income W2 earners?',
'Explain Backdoor Roth IRA in simple terms',
'How does the Augusta Rule work?',
'What is a Charitable Remainder Trust?',
'Best strategies for small business owners',
].map(q => ``).join('')}
Client Chat Widget
Embed Kelox on Your Website
Add one script tag to your website and your clients get an AI tax assistant. It uses your firm's branding and connects to Kelox in the background.
<script
src="https://kelox-api.renato-440.workers.dev/widget.js"
data-firm="demo-firm-1"
data-color="#3b82f6"
data-name="Davidson Accounting Group"
></script>
src="https://kelox-api.renato-440.workers.dev/widget.js"
data-firm="demo-firm-1"
data-color="#3b82f6"
data-name="Davidson Accounting Group"
></script>