For accountants and CPA firms
Before tax season, clients ask AI who to hire, so check whether your practice gets named.
Business owners and households increasingly ask AI tools to explain a tax problem and suggest who can help with it. Found in AI tracks those answers across five tools every month, so you can see which services you are named for and which go to other firms.
5 AI toolsUp to 25 tracked questionsWorks on the site you already have
Which CPAs near me work with small businesses that have employees in more than one state?
Firms that describe multi-state payroll and sales tax work on their sites include Competitor A, which lists the business entity types it prepares returns for, and Competitor B, whose service page explains how it handles nexus reviews and quarterly estimates.
How buyers decide
Your customers are asking AI first. Here is what they ask.
Demand for accountants follows the calendar. Questions spike in the weeks before filing deadlines, after a letter from a tax authority, and when someone starts a business or hires a first employee. In those moments people often ask an AI tool to explain what they are dealing with, then ask who nearby handles it. The firm named in that answer gets the first email.
Clients rarely pick an accountant on price alone. They look for the right fit: someone who already works with their kind of business, their industry, their entity type or their software. A practice that says "tax and accounting services" and nothing more is hard for an AI tool to match to a contractor with workers in two states, even if that is exactly its specialty.
Credentials and engagement terms matter as well. People want to know who holds a CPA license or an enrolled agent credential, whether the firm takes new clients mid year, and how fees are set. When those facts sit in plain text on your site, AI tools can describe your practice accurately. Found in AI shows which of those service questions currently bring up your name.
Questions we would track
Eight questions from your customers, and who gets named.
- Which CPAs near me work with small businesses with employees in more than one state?: You are named
- Who can help me respond to a letter from the tax authority?: Only competitors named
- Which accountants offer monthly bookkeeping for restaurants?: You are named
- Do any local firms take new tax clients after the filing deadline?: Only competitors named
- Which accountants work with freelancers and self employed creatives?: You are named
- Who prepares returns for rental property owners nearby?: You are named
- Which firms help a new business choose between an LLC and an S corporation?: Only competitors named
- Is there an enrolled agent nearby who handles payment plans?: Only competitors named
Highlighted questions name you in the sample. The rest name only competitors, or nobody.
Every example on this site is a sample with fictional businesses. It shows what a report looks like, not a result anyone was promised.
Sample report
What your monthly report looks like.
Five tracked questions, asked of the five AI tools. Each cell records whether the answer named you, linked you, or named only competitors.
| Question | ChatGPT | Claude | Perplexity | Gemini | Google AI Overviews |
|---|---|---|---|---|---|
| Multi-state small business CPA | Named and linked | Named | Named and linked | Competitor named, you were not | Named |
| Monthly bookkeeping for restaurants | Named | Named and linked | Competitor named, you were not | Named | Competitor named, you were not |
| Help with a tax authority letter | Competitor named, you were not | No business named | Competitor named, you were not | Competitor named, you were not | No business named |
| Accountant for rental property owners | Named | Named | Named and linked | No business named | Named and linked |
| Choosing between an LLC and an S corporation | No business named | Competitor named, you were not | No business named | Competitor named, you were not | Competitor named, you were not |
AI Visibility ScoreSample data
MayJunJulAugSepOct
+4 since your last scan
What AI tools can use
Content that answers the questions in your trade.
We cannot decide what an AI tool says. What you can control is whether your website answers your customers' questions clearly. These are the kinds of pages that do.
Service pages by client type
Separate pages for the clients you serve best, such as contractors, restaurants, landlords or freelancers. Describe the returns you prepare, the software you use and the deadlines you help them track through the year.
Credentials stated in plain text
Name who holds a CPA license or enrolled agent status and which professional bodies they belong to. Credentials that appear only in a logo strip are easy for a reader to miss and harder for software to read.
How engagements and fees work
Explain whether you price by the return, by the month or by the hour, what a first meeting looks like, and whether you take new clients during tax season. Clarity here answers a question people ask early.
Seasonal explainers published ahead of time
Short, general articles on topics that come up every year, like quarterly estimates or what to gather before filing, posted before the rush and labelled as general information rather than tax advice.
Gaps
Where a competitor was named and you were not.
Every report lists these gaps, with an idea for what to publish to answer each question.
Questions about accountants
When should an accounting practice start tracking?
Ideally a few months before your busiest season, so you have a baseline before the questions spike. That way you can see whether the content you publish in the quiet months shows up when demand returns.
Will this raise how often AI tools mention us?
We cannot promise that, and no one can guarantee what AI tools say about any firm. Found in AI measures where you are named now, shows the gaps and tracks whether anything changes after you publish.
Can it write tax content for us?
Only if you turn on the switch for your gaps, which is off by default. AI Blog Writer then drafts one post per gap, and every draft waits for a person at your practice to review and approve it before anything goes live.
Do you track enrolled agents and bookkeepers too?
Yes. The questions are built around the services you offer, so a bookkeeping firm or an enrolled agent practice gets questions about its own work rather than generic CPA searches.
Other industries
See the questions and sample reports for nearby trades.
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