AI voice agents and chatbots for accountants & tax advisers
Tax season means a flood of calls about deadlines and documents. AI answers process questions, chases missing paperwork and books consultations, and never gives tax advice itself.
On the phone
- Answers questions about your services, fees and deadlines you publish
- Books consultations and year-end meetings
- Tells clients which documents to send
- Passes advice questions to the right accountant
In chat and messages
- Collects onboarding details from new clients
- Sends document checklists for tax returns and accounts
- Reminds clients about upcoming deadlines
- Answers common process questions from your guides
What it sounds like
An example of how your AI chatbot would handle a message, using your own prices, times and rules.
Questions it answers for you
- “What do I need for my tax return?”
- “When is the deadline?”
- “How much do you charge for a sole trader?”
- “Can I book a meeting?”
- “Did you get my receipts?”
Website chatCustomer: I'm a new sole trader. Can you do my tax return?
AI chatbot: Yes, we look after sole traders. I'll send our checklist of what we need, and you can book a short intro call.
Customer: Great.
AI chatbot: Done. I've emailed the checklist. Would Wednesday at 2pm work for the call?
When a person is needed
Anything that needs tax advice or judgement is passed to a qualified accountant.
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Hear it before you decide
Ring Jessica, our AI receptionist, or chat with our AI assistant. Ask them anything about your business.