TriloAI

For accounting firms

When business owners ask AI for an accountant your firm should be in the answer

TriloAI helps accounting and bookkeeping firms in Taiwan show up in Google and AI search (SEO and GEO), then connects consultation booking, client document collection and missing-document reminders. We check 5 AI platforms with our own tool, GEO by TriloAI, fix your website, Google Business Profile and listings elsewhere based on the report, then re-test with the same questions. Remote service across Taiwan, pricing scoped to your needs, and a free quick scan to start.

GEO by TriloAI · Brand report

Sample

Does AI recommend you?

Mentioned on 1 of 5 platforms

Sample accounting firm · Taiwan

  • ChatGPTMentioned
  • GeminiNot mentioned
  • PerplexityNot mentioned
  • Google AI OverviewsNot mentioned
  • ClaudeNot mentioned

Fix these 3 first

  1. Add FAQs to the service page
  2. Update the map business listing
  3. Get listed in comparison articles
Who it's for
Small and mid-sized accounting firms, startup and e-commerce specialists, company setup, foreign-client work, bookkeeping firms
What we do
Google and AI search optimization, plus booking, document collection and missing-document reminders
Pricing
Scoped to your needs; quote after a free 30-minute consultation
Try first
Free ChatGPT quick scan, no sign-up, about 1–2 minutes

When it fits

Sound familiar

Business owners ask AI and don't find you

A founder asks ChatGPT to recommend an accounting firm in Taipei, or who handles bookkeeping for startups, and gets other firms, not you, and you can't see which sites the AI relied on.

Filing season turns into chasing documents

Staff call and message clients one by one for documents, receipts are scattered across email, LINE and paper, and questions about what to prepare keep coming in.

Wanting to be visible online but wary of the rules

How accountants promote their services and seek clients is regulated, so it's unclear how much a website can say; say nothing, and neither clients nor AI know what you do.

What it does

What you get

Five-platform AI check

Using questions business owners actually ask (for example, an accountant in Taichung who handles e-commerce bookkeeping), we check ChatGPT, Gemini, Perplexity, Google AI Overviews and Claude at once: who gets recommended and which sites the AI relies on.

A website AI can read

One page per service stating who it suits, how the engagement works, the documents to prepare and how to book, in sentences AI can quote, plus structured data and FAQs. Tax information cites the Ministry of Finance or the National Taxation Bureau with the date it was checked.

Google Business Profile

Google Maps and AI answers to questions about accounting firms nearby lean on your Business Profile. We complete the official name, categories, services, description and hours, and point the booking button back to your site so you can count the leads.

Mentions on other sites

AI often cites directories, comparison articles and review sites. From the sites the report shows AI relying on, we find where you're missing or out of date and fix them one by one.

Inquiries and booking

Inquiries from LINE, phone and forms are routed automatically and answered with what the firm offers: services, the documents needed to set up a company, office hours and how to book. Every question about a client's own tax or accounting situation goes to an accountant.

Document collection and reminders

Files clients upload are filed into the right folders automatically, and reminders go out for missing documents and for the collection dates the firm sets. Payment reminders for the firm's own invoices can be connected too, using n8n on top of the systems you already use.

Platforms and tools we work with

  • ChatGPT
  • Gemini
  • Perplexity
  • Google AI Overviews
  • Claude
  • Google Business Profile
  • LINE Official Account
  • Google Calendar
  • Google Drive
  • n8n

Use cases

Six kinds of firms and where each gets stuck

Same profession, different bottlenecks. Here is where we look first for each.

Small firms (bookkeeping, business tax and corporate income tax filings)

Most clients come by referral and the website is a single contact page; in filing season, chasing documents and answering questions takes up most of the day.

A page each for bookkeeping, business tax filing and corporate income tax filing: who it suits, the process and what to prepare. LINE answers common questions, document collection and missing-document reminders run automatically, and individual questions go to an accountant.

What we track

  • Mentions in local questions
  • Inquiries from Google
  • Time spent chasing documents in filing season
Mid-sized firms (audits and tax planning)

Many services listed in one long list; when a business owner asks AI where to find an accountant for a financial statement audit, AI can't say what you do.

Separate pages for audits, tax planning and bookkeeping, stating who each serves, how the engagement works and what information is needed. No promised outcomes, and every service description is confirmed by the firm before it goes live.

What we track

  • Mentions in service-related questions
  • Citations of each service page
  • Consultation-to-engagement rate
Firms focused on startups and e-commerce

Clients research online first and ask AI who handles e-commerce bookkeeping or whether a new company needs an accountant, and you're often missing from the answers.

Turn the questions startup and e-commerce founders ask into service pages and FAQs, with tax explanations citing the Ministry of Finance or the National Taxation Bureau and the date checked; online booking for a first call, and uploaded files filed automatically.

What we track

  • Mentions in startup and e-commerce questions
  • Online first-call bookings
  • Citations of the FAQ page
Company setup and registration

The same questions arrive several times a day: which documents to prepare, how the process works, whether a home address can be used.

One page with the setup process and document checklist, confirmed by the firm; LINE answers with the checklist automatically, collects documents and flags what's missing, and cases that need judgment go to staff.

What we track

  • Mentions in setup-related questions
  • Share of questions answered automatically
  • Share of clients with complete documents first time
Foreign companies entering Taiwan and cross-border work

Clients overseas ask AI or Google in English for an accountant in Taiwan; with little English information about you, AI doesn't know you offer this.

English service pages stating the work you handle, how the engagement works, the languages you work in and the documents needed; the English and Chinese versions match and are confirmed by the firm.

What we track

  • Mentions in English questions
  • Inquiries from overseas
  • Citations of English service pages
Bookkeeping firms

A small team: one or two people handle every client's receipts and questions, and the firm is almost impossible to find online.

Start with the Google Business Profile and the main service pages, stating what you cover and how documents are collected; document collection, missing-document reminders and payment reminders for your own invoices run automatically with n8n.

What we track

  • Mentions in local questions
  • Calls and direction requests from Google Maps
  • Number of overdue invoices
See all use cases

Process

From first call to launch

  1. 01

    Free quick scan

    Enter your URL in GEO by TriloAI. It checks ChatGPT only, no sign-up, about 1–2 minutes, to see whether AI can read your site.

  2. 02

    Free 30-minute consultation

    We go through the scan together and confirm which services you mainly offer, who your clients usually are and which questions you most want to show up for.

  3. 03

    Five-platform check

    Up to 15 questions business owners ask, run across 5 AI platforms at once: who gets recommended, which sites AI relies on, and the first three things to do.

  4. 04

    Fix

    Fix your service pages and Google Business Profile and fill gaps on other sites; every service description is sent to you for confirmation before it goes live. Booking, document collection and reminders are connected if needed.

  5. 05

    Re-test with the same questions

    Same questions, measured again, alongside inquiries from Google. Changes usually take a few weeks to show, and no change gets recorded as no change.

Pricing

How pricing works

Quotes depend on the size of your firm and the services you offer, what needs work (website, Google Business Profile, other sites), whether you want booking and document reminders connected, and how often you want re-checks. The ChatGPT quick scan stays free.

Accounting firms

Scoped to your needs

Quote after a free 30-minute consultation

  • A five-platform check with GEO by TriloAI and a fixed question set
  • The three things to do first this month, from the report
  • Service page, structured data and content fixes (service descriptions confirmed by the firm)
  • Google Business Profile clean-up
  • Finding sites AI cites where you're missing, and helping you get listed
  • Booking, document collection and missing-document reminders connected when needed

Comparison

How this differs from typical ad agencies

ItemTriloAITypical ad agency
How results are judgedInquiries from Google, and whether AI recommends youUsually impressions, clicks and followers
AI recommendationsMeasured across 5 AI platforms with the same questions, before and afterUsually not measured
How the copy is writtenNo promises of tax savings or outcomes; service descriptions confirmed by the firm, tax information sourced and datedUsually written the same way as for any other business
After you're foundBooking, document collection and missing-document reminders can be connectedUsually not handled

Security

How we protect your data

Least privilege

We request only the accounts, permissions and fields the workflow needs.

People make sensitive calls

Medical, refund, pricing and contract decisions always go to a human review queue.

Every step is logged

Each item keeps its source, status and write-back result so it can be traced.

Tested before launch

Normal and failure cases run on test accounts; production starts after your sign-off.

Confidentiality in writing

Scope, data use and retention go into the contract; an NDA can come first.

Handover you can use

Process maps, field mappings and runbooks are delivered so your team can take over.

FAQ

Common questions

What's the difference between GEO and SEO for an accounting firm?+

SEO gets your pages into Google search results; GEO helps AI assistants like ChatGPT and Gemini understand you and mention you when someone asks them to recommend an accounting firm in Taipei. Much of the work overlaps (clear service pages, an accurate Business Profile, mentions on other sites), so we do them together and measure them separately.

How do I know whether AI recommends my firm?+

Start with the free quick scan: enter your URL in GEO by TriloAI and see how ChatGPT answers in about 1–2 minutes. For the full picture, the five-platform check runs up to 15 questions business owners ask across 5 AI platforms and shows whether you're mentioned and who you lose to.

How long before I see results?+

Each platform updates at its own pace, and changes usually take a few weeks to show. We re-test with the same questions and look at inquiries from Google; no change gets recorded as no change.

Are accountants allowed to market themselves this way?+

Accountants practice under the Certified Public Accountant Act and the profession's ethics rules, which also cover how services are promoted and how clients are sought. Our approach: no promises of tax savings, no promised audit or tax outcomes, no comparisons with other firms and no exaggerated wording; tax information on the site cites the Ministry of Finance or the National Taxation Bureau with the date it was checked; and every service description is confirmed by the firm before it goes live. The authorities' latest announcements prevail; this is a plain-language summary, not legal or tax advice.

Will the AI assistant answer clients' tax questions?+

Not about anyone's own case. The AI assistant only answers with what the firm provides: its services, the documents needed to set up a company, office hours and how to book. Any question about a client's own tax or accounting situation goes to an accountant or staff member, and every answer is confirmed by the firm first.

Can collecting and chasing documents in filing season be automated?+

Yes. Files clients upload are filed into the right folders automatically, the system checks them against the firm's document checklist and sends reminders for anything missing, and the collection dates are set by the firm, with another reminder as each date approaches. Payment reminders for the firm's own invoices can be connected too.

Will this change my website's design?+

As a rule, no. We change headings, descriptions, structured data and content, and every service description is sent to you for confirmation before it goes live.

Can you connect the bookkeeping or file systems I use now?+

It depends on whether the system offers a way to connect. Common tools like LINE Official Account, Google Calendar, Google Drive and forms connect directly; bookkeeping software or in-house systems need checking first. We won't ask you to replace what you use.

Do you guarantee AI will recommend my firm?+

No. Each AI platform decides what it recommends, and nobody can guarantee that. What we can do is fill in what AI needs, measure the before and after clearly, and tell you the results as they are.

How is pricing worked out?+

It's scoped to your needs: the size of your firm, what needs work and whether you want booking and document reminders connected. We quote after a free 30-minute consultation. The quick scan is free.

See whether ChatGPT recommends your firm

The free quick scan takes about 1–2 minutes with no sign-up. To go through the results and decide what to do first, book a free 30-minute consultation.