ezForge Ready — Professional Services
Your firm, discovered by AI agents
Prospects use AI assistants to find accountants, attorneys, and advisors, verify credentials, and book consultations. ezForge Ready puts your firm in front of ChatGPT, Claude, and Google AI — no code required.
“Prospects search for CPAs at night when they're stressed about taxes. By the time I'm back in the office the next morning, they've already booked someone else.”
David
Independent CPA, solo practice
How prospects find and book your firm through AI
This is how AI agents interact with your business through ezForge Ready.
Customer via AI assistant
I need help with my LLC tax filing. Find me a CPA who handles small business taxes.
ezForge Ready agent
I found Patel & Associates, a CPA firm specializing in small business tax and entity advisory. David Patel, CPA, has 12 years of experience with LLCs and S-Corps. His MI-CPA license is current. He has availability tomorrow and Friday for an initial consultation.
Customer via AI assistant
Book Friday for me. What's his initial consultation fee?
ezForge Ready agent
David's initial consultation is $150 for a 45-minute session. I've booked you for Friday at 10:00am. Confirmation #PA-0819. You'll receive a calendar invite and a short intake form so David can prepare for your LLC filing discussion.
Everything AI agents need to work with your business
Built-in capabilities your customers expect — no code required.
Consultation Booking
Prospects can book consultations 24/7 — no phone tag, no missed intake calls during client meetings.
Credentials & Licensing
Your licenses, certifications, and insurance are surfaced instantly when prospects ask "is this firm credentialed?" — before they call a competitor.
Consultant Profiles
Each advisor's specialties, background, and availability so agents match prospects to the right person for their specific need.
Service & Practice Area Browsing
Prospects browse your full list of services — tax planning, entity formation, estate work — by name or practice area, any time.
Office Hours
Always-accurate hours so agents answer "are they available today?" before a prospect moves on to the next result.
Prospect Intake
Agents collect prospect details — service need, timeline, and contact info — and forward a structured intake to your inbox overnight.
Get your firm booked by AI agents
Join accountants, attorneys, and advisors making their expertise discoverable and bookable through AI assistants. Setup takes 15 minutes. No technical knowledge required.
14-day free trial. No credit card required.