Intelligent ChatBot for CPA Firms

Provide instant support to clients 24/7 while reducing repetitive inquiries during tax season

Purpose-Built for Accounting Firms

Our AI chatbot system comes pre-trained with accounting and tax knowledge, understanding common client queries and providing accurate responses. It integrates seamlessly with your existing systems to deliver real-time information.

Core Capabilities

  • Tax deadline reminders
  • Document requirement info
  • Return status updates
  • Appointment scheduling

Key Benefits

  • Instant client responses
  • Reduced email volume
  • Staff time savings
  • 24/7 client support

Real-World Applications

Tax Season Support

Automatically answer questions about required documents, filing deadlines, and estimated completion times. Provide instant access to tax organizers and guides, reducing staff interruptions during peak season.

Client Onboarding

Guide new clients through the onboarding process, explaining required documents and procedures. Schedule initial consultations and send automated reminders for missing information.

Status Updates

Let clients check their return status, estimated completion time, and any pending items needed. Integrate with your practice management software for real-time updates.

Ready to Streamline Client Communication?

See how our chatbot can help your firm handle client inquiries efficiently