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An AI chatbot for accountants that answers during tax season without giving tax advice

Tax season is when you have the least time and the most inquiries. Prospective clients want to know whether you handle their kind of return, what it costs and what to send you — questions your site already answers, if anyone could find them. Every hour spent repeating them is an hour not spent on the returns.

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The questions it answers for you

Not a script you write. These come out of your own pages, in your own words, at two in the morning as readily as at noon.

  • Do you do taxes for small businesses with employees?
  • How much do you charge for a personal return?
  • Do you offer monthly bookkeeping?
  • What documents do I need to bring?
  • Do you work with clients in other states?
  • Can I deduct my home office?

What it answers, and what it hands to you

It answers, from your own pages

  • Services you offer — returns, bookkeeping, payroll, advisory — as your site lists them
  • Fees or starting prices, if you publish them
  • Who you work with: individuals, businesses, industries, states
  • Your onboarding steps and document checklists
  • Office hours, seasonal hours and how to reach you
  • How to use your client portal, if you have a help page for it

It takes their details and hands these to you

  • Any tax, accounting or financial advice — it says that needs an accountant and takes their details
  • Questions about a client's own return, refund status or account
  • Quotes for a specific situation — it captures what they need for you to price
  • Anything your site doesn't cover

Why this one, for accountants and bookkeepers

It doesn't give tax advice

Asked "can I deduct this", it says that depends on their situation and needs an accountant, and offers to take their details. It never paraphrases tax rules from general knowledge. Add your firm's exact disclaimer as a note and it uses it.

Inquiries with the work described

Each lead keeps the question that started it — "S-corp, two employees, books are a year behind" — so you can tell what the engagement looks like before you call.

Keep financial details out of chat

It is a website assistant, not a secure portal. Add a note telling visitors not to share Social Security numbers or account details in chat; the lead form asks only for contact details and their question.

Seasonal hours, kept current

Change your hours or your intake cutoff on the site, re-read the page, and it gives the new dates. It never assumes you're taking new returns because you were last week.

We can't have a chatbot giving clients tax advice. Will it?

No. It answers only from your pages and notes, about your firm: what you do, what it costs, how to start. Questions about someone's own taxes get a plain "that needs one of our accountants" and an offer to take their details. It does not fill gaps with general tax knowledge.

Questions

Is it secure enough for client documents?

Don't use it for documents or sensitive financial information — it isn't a client portal or a secure file exchange. Use it for questions before someone becomes a client, and point existing clients to your secure portal.

Can it tell a client where their refund is?

No. It can't see returns, accounts or tax authority systems. It can repeat whatever guidance your site gives on checking refund status.

What is the best AI chatbot for accountants and bookkeepers?

The one that answers from your own pages, costs a flat amount and takes minutes rather than a rollout. That is what this is built to be: $49 a month for 1,000 replies, no seats, no charge per resolution, no branding fee, and a 3-day free trial with no card so you can judge it on your own customers rather than on a demo.

How long does it take to set up?

One script tag before the closing body tag, and the addresses of your shipping, returns and FAQ pages. Most are answering customers within a few minutes. There is no flow builder to draw and no training period.

Will it make things up about my business?

It answers from the pages and notes you give it and nothing else. Asked something you have not covered, it says it does not know, points the customer to you, and records the gap in your dashboard so you can see what you are missing.

Do I need a developer?

No, if you can paste a line of HTML into your theme. There are step-by-step pages for Shopify, WordPress, Wix, Squarespace and the rest, and the line is identical on all of them.

What does it cost?

A 3-day free trial with every Growth feature and no card, then $49 a month for 1,000 replies with lead capture included. Flat — the replies are included, so it does not get more expensive the better it works.

What are you running it on? All platforms

Not quite you?

Comparing us with someone?

Put it on your site and watch it answer

3 days free with every Growth feature, no card, one line to install and one line to remove.

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