We built this for Keeper Tax
This isn't a slide deck. It's a working AI agent that handles tax filing questions, expense tracking, quarterly estimates, and answers real freelancer questions. Try it.
Try the Chat Agent
Ask about expense categorization, tax filing steps, quarterly estimated taxes, write-off detection, or anything a freelancer might need help with.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the Voice Agent
Same AI, same knowledge -- just over the phone. Call to experience what your freelancers would hear.
(775) 542-5880US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet Can Deliver for Keeper Tax
Built around real freelancer scenarios -- expense tracking, tax filing, quarterly estimates, and account management for self-employed workers.
Freelancer Expense Tracking Guidance
Helps freelancers understand how to categorize expenses, identify potential write-offs, and keep their records organized for tax time.
Tax Filing Process Walkthroughs
Guides self-employed workers through 1099 and Schedule C filing steps, document requirements, and deadlines so nothing gets missed.
Quarterly Estimated Tax Support
Walks freelancers through estimated tax deadlines, payment methods, and how to calculate what they may owe each quarter.
Account & Billing Management
Handles subscription questions, plan comparisons between Keeper Tax and Keeper Plus, billing inquiries, and account updates without human involvement.
Audit Defense Information
Provides guidance on audit defense coverage, what to expect if audited, and how Keeper Plus can help freelancers stay protected.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Freelancers get consistent answers whether they're asking about write-offs, filing deadlines, or their subscription.
How we built this for you
This demo? Built from scratch for Keeper Tax. Real logic for real scenarios.
Mapped Your Scenarios
Tax filing questions, expense categorization, quarterly estimates, account management -- all handled with dedicated support logic for freelancers and self-employed workers.
Added Your Knowledge
Write-off categories, 1099 and Schedule C filing, estimated tax deadlines, plan details for Keeper Tax and Keeper Plus -- all instantly searchable by the AI when freelancers ask.
Set the Safety Controls
No specific tax advice given. No fabricated account data. Adversarial input handling. Every response stays on-brand and within your policies.
Ready to Connect
Chat and voice are working right now. Ready to connect to your freelancer data, APIs, and backend systems.
Ready to Add the World's Best CX AI?
Connected to your actual freelancer data. Handling real support volume across your 3 million users. This sandbox is just the start.
Finish Setting Up Your Sandbox