For CPA & advisory firms · AICPA & Circular 230 aware

Your best clients now ask AI who should do their books.

"Best CPA for a dental practice in Miami" is a question ChatGPT answers with firm names. We make yours the answer. Then we take intake, follow-up, and deadline chaos off your staff so busy season stops costing you clients.

Aday Interactive, Inc. is a Coral Gables AI systems firm. We help CPA and advisory firms get named by AI engines for their niche and free up staff capacity, with public copy built against Treasury Circular 230 and the AICPA Code of Professional Conduct.

Line illustration of an accounting firm office
Line illustration of an accounting firm office

Why this matters right now

Rerouted

Referrals are being rerouted by AI

Business owners check the CPA a colleague recommends by asking an AI engine. Engines name firms with structured details, clear niches, and visible credentials. Generalist firm sites never make the list.

§10.30

Your site carries quiet professional-standards exposure

Tax copy that promises outcomes. Missing state-board disclosures. "Specialist" claims with no basis. All reviewable under Circular 230 §10.30 and AICPA advertising rules, and all findable in one automated pass.

Capacity

Capacity leaks at the front door

Partners doing intake triage in March. Inquiries that sit unanswered during deadline weeks. Proposals with no follow-up. The growth ceiling is not demand. It is response.

Free · 60-second scan

Circular 230 Digital Compliance Scan

Sixty seconds: what the IRS Office of Professional Responsibility, your state board, and AI engines each see on your firm website.

  • A 0 to 100 score with a plain-language band
  • Your top 3 gaps, each on the page we found it
  • The $14.97 full report credits toward the $97 founder-led audit
Run the free Circular 230 Digital Compliance Scan Prefer to talk it through first?

How Aday Interactive, Inc. helps

Four disciplines, matched to what your firm needs first.

Line illustration of an accounting firm office
Start here

Be the firm AI names for your niche, not just "a CPA nearby"

We structure your niche and credentials (industry specialties, CPA, EA, PFS marks, state licensure) so engines name you for high-value searches like "CPA for medical practices." Copy stays inside Circular 230 §10.30.

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Busy season without the dropped balls

AI intake that qualifies leads and books consults while your team is heads-down. Document-chase automation, proposal follow-up, and reactivation of dormant clients before extensions hit.

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Adopt AI without touching §7216 tripwires

A firm AI-use policy that covers client data in AI tools, IRC §7216 disclosure awareness, staff guardrails, and vendor selection. Retained AI leadership for firms whose staff are already pasting workpapers into chatbots.

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A firm site that works your niches

Fast sites with a page for every service and every industry you serve, secure client-portal integration, and the disclosure layer built in.

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01

Standards-aware by design

We build public copy against Circular 230 §10.30 and AICPA advertising rules from the first draft: no outcome promises, no unsupported specialist claims, disclosures in place.

02

Built for capacity, not just leads

The systems answer and qualify inquiries during deadline weeks so partners stop doing intake triage in March.

03

Honest measurement

We architect for AI citation and report it monthly. We never guarantee a specific AI output, because no honest firm can.

Questions firm owners ask

Does Circular 230 really govern our website?
Yes, to the extent your site markets practice before the IRS. Circular 230 §10.30 restricts how practitioners advertise, including uninformed or misleading claims and outcome promises. On top of that, the AICPA Code of Professional Conduct and your state board of accountancy set advertising rules for CPAs. The scan checks the pages most likely to be treated as advertising against those signals.
How do businesses find a CPA through ChatGPT?
By niche. A business owner asks the engine for "a CPA for a dental practice in Miami," and the engine names firms whose sites clearly state their niche, services, and credentials in a form it can read. "Full-service firm" copy loses to a firm that says exactly who it serves. We structure your niche and credentials so you are named.
Is it safe for staff to use ChatGPT with client data?
Only with a policy. IRC §7216 restricts how a tax preparer may use or disclose client tax information, and pasting workpapers into a consumer chatbot can cross that line. A firm AI-use policy defines which tools are approved, what data may go into them, and which vendors carry the right agreements. We write that policy and set the guardrails.
What does the free scan check?
Seven things on your public pages: tax-outcome promises, CPA license and state board identification, unsupported specialist claims, firm-name consistency, AccountingService structured data, secure document intake, and testimonial context. It reads public pages only, with no login.
We get all our clients by referral. Why does this matter?
Because referrals now get verified. A referred prospect asks an AI engine about your firm before they call, and if your details are thin the referral cools. The same systems also recover capacity: they answer and qualify the inquiries you already get during deadline weeks, when partners cannot.
What does an engagement cost?
It starts free with the scan, then $14.97 for the full report, then $97 for a founder-led audit, with the $14.97 credited toward it. Done-for-you engagements begin at $2,500. Every step is optional and priced on the page.
Can you help before busy season?
Yes. You can run the scan today, and the intake and follow-up systems go live in weeks, not quarters. The point is to have them working before the deadline rush, not after it has already cost you clients.

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Compliance posture

Circular 230 §10.30 AICPA Code of Conduct State board advertising rules

Aday Interactive, Inc. builds marketing and intake systems with reference to Treasury Circular 230 (31 C.F.R. Part 10), the AICPA Code of Professional Conduct, and state board advertising rules. We are not a CPA firm or law firm. Nothing here is tax or legal advice.

Last reviewed 2026-07.

See what the IRS, your board, and AI engines see

The scan takes about a minute and shows your top exposures before you talk to anyone.

Run the free Circular 230 Digital Compliance Scan

Aday Interactive, Inc. provides custom AI, AI governance, intelligent growth systems, and AI search visibility (GEO/AEO/SEO) for established professional firms across the United States. Founder-led from Coral Gables, FL, with in-person engagements available throughout Miami-Dade County (Coral Gables, Brickell, Coconut Grove, South Miami) and remote delivery nationwide.