AI CHATBOT FOR ACCOUNTING FIRMS
YOUR ACCOUNTING FIRM HANDLES TAX SEASON WITHOUT EXTRA STAFF
January through April, your phone rings constantly. Your AI agent handles document checklists, deadline questions, and new client inquiries so your team can focus on returns.
Start answering client questions automatically →THE PROBLEM
Tax season overload
January to April, every client calls with the same questions about deadlines, documents needed, and filing status. Your staff spends half their day on the phone.
Document checklists ignored
You email a document checklist. Clients call back asking what documents they need. The cycle repeats for every client.
New client inquiries pile up
Prospective clients want to know your rates, services, and availability. During busy season, these emails sit unanswered for days.
HOW IT WORKS FOR ACCOUNTING FIRMS
01
Document requirements
When a client asks what they need for their return, the AI provides the exact checklist from your documentation, cited and current.
02
Deadline information
Filing deadlines, extension deadlines, quarterly payment dates. Your AI knows them and answers instantly.
03
New client onboarding
Prospects learn about your services, pricing structure, and engagement process. The AI captures their details when they are ready to proceed.
FLAT PRICING · SOURCE CITATIONS · 20 MINUTE SETUP
Start answering client questions automatically
Start for free →Free plan. No credit card. Cancel anytime.
FREQUENTLY ASKED QUESTIONS
Can the chatbot handle sensitive tax information?
The chatbot answers from your published content: service descriptions, document checklists, deadlines, and policies. It does not handle confidential client data or file returns. It is a first-contact tool.
Is it useful outside of tax season?
Yes. Accounting firms handle payroll questions, bookkeeping inquiries, and advisory services year-round. The AI answers all of these from your documentation.
How does source citation help an accounting firm?
Every answer links to the source document. When a client asks about a deadline, they see it came from your published tax guide, not from an AI making something up. Trust matters in accounting.
What about compliance concerns?
The AI only answers from your content. It does not give tax advice or make calculations. It points clients to the right information and captures leads for your team to follow up.