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Turn Your Website Into a 24/7 Intake Assistant for Your Accounting Practice

We build and manage a custom chatbot for your firm that answers client questions, qualifies leads, and helps people book consultations — even during tax season.Our team handles the entire setup and management — you focus on your clients.

Try the live demo right here on the site — just like a potential client would.
Ask a question, request a consultation, or explore how it responds. This is the same experience your prospective clients will have — tailored to your firm, your services, and the way you handle intake.

Test-drive your future assistant
Ask what a client would, see instant answers, and even book a consultation — right here..

What It Can Do

💬 Answer client questions
Handles FAQs about services, pricing, tax prep process, business filings, and more.📅 Book consultations automatically
Lets visitors schedule calls or request quotes directly through the chatbot.📩 Capture and forward lead info
Collects name, email, service type, and urgency — sent straight to you.✅ Screen out unqualified leads
Filters inquiries based on business vs. personal services so you only get relevant prospects.📤 Route leads where you want
Sends directly to your inbox, calendar tool, or Slack to cut down on phone calls and email clutter.⭐ Keep your firm responsive year-round
Maintains a professional, responsive presence for your firm — even during busy season.⚠️ Note: The chatbot does not provide tax or financial advice.
📈 Firms using chat assistants often see 20–40% more qualified leads and faster

Curious how it works? Try it.
Ask something your clients would — pricing, availability, how to book — and see how your future assistant responds.

Simple, Transparent Pricing

You get a fully custom chatbot — built for your accounting firm, managed by our team, and designed to help you capture more qualified clients without the admin drag.

Frequently Asked Questions

Is this secure and compliant?
Yes — we use Chatbase (built on OpenAI) with encrypted data handling. You decide exactly what information the bot can access and respond to.Can the chatbot run on social media too?
Yes! In addition to your website, we can connect your chatbot to Facebook, Instagram, and WhatsApp so clients can reach you wherever they prefer. Setup is included in the one-time fee.How fast can we launch?
Your bot is live in 3–5 business days once we have your intake form and content.Can I cancel anytime?
Yes — there are no long-term contracts. Cancel anytime before your next billing cycle.Will this work with my CPA firm’s website?
Absolutely. We customize the bot to your firm’s services and tone, and install it for you (or give you a simple embed code).Can I update services or pricing later?
Yes — your monthly plan includes unlimited updates. Just tell us what you want changed.Does the bot give tax or financial advice?
Nope — it never gives professional advice. If a visitor asks, the bot routes them directly to you.

Not quite ready to activate? Let’s talk it through.
Use the chatbot to book a free consultation — it’ll guide you in seconds.