AI chatbots for accounting firms
AI chatbot for accounting firms
A done-for-you AI chatbot for your firm’s website. It explains your services, learns about each prospect’s business and needs, and books qualified discovery calls. It does not give tax or financial advice.
Built for accounting firms
Turn tax-season questions into booked discovery calls.
Answers 24/7
Qualifies before you call
Books into your calendar
What you’re missing today
How our AI chatbot helps accounting firms
Prospective clients want to understand whether you support their business, which services they need and how to get started. Your team should not have to repeat the same introductory answers.
We tailor the conversation to your service mix, ideal clients and onboarding process. It gathers a high-level brief so your advisors can assess fit without giving personalised tax or financial advice in chat.
What changes with a chatbot
What the chatbot handles for you
Explain your services
Help visitors explore bookkeeping, accounts preparation, payroll or advisory services you actually offer.
Understand the client
Ask about business type, location and the support they are looking for.
Prepare a discovery call
Capture goals and contact preferences for your team to discuss scope and pricing.
Designed around your brand voice
We learn your services, your customers and the way you talk. Then we design every conversation, test it on the questions your customers ask and run it for you. You review it before launch, and we keep it sharp as your business changes.
Usually live in about two weeks. Priced to fit what you need it to do.
Good to know before you start
Frequently asked questions
Get an AI chatbot for your accounting firm
We’ll show you what your chat could sound like, using your business.