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AI for CPA firms: a website assistant that answers client questions and books consultations

Referred clients check your website before they call. It answers them from your own pages at any hour, asks how their business is set up, keeps tax details out of the chat, and hands every tax question to you.

Try it free

Why it matters

The inquiry that arrives in March

A freelancer realizes on a Sunday night in late March that they have unfiled self-employment income. A friend recommended your firm, so they open your website and send the contact form: are you taking new clients, and what would it cost?

You're working through a stack of returns and don't see it until Wednesday. By then they've booked with the firm whose website answered both questions and showed a way to book.

Referrals bring people to your site. What happens in the first hour on it decides whether the referral becomes a client.

Example conversation

A new-client inquiry on a Sunday night

What a prospective client sees, and what your assistant is doing at each step.
  1. Do you take new clients? I'm self-employed and haven't filed last year yet.

    Checks your site: new-client availability and services

  2. Yes, we're taking new clients, and we prepare returns for self-employed people, including prior years. Are you a sole proprietor, or do you have an LLC or S corp?

    Asks how the business is set up, because it changes the quote

  3. Sole proprietor. How much would it cost? And what do I owe in penalties?
  4. Our fees start at the amounts on our pricing page, and the final fee depends on your return. What you might owe is something our accountants need to look at with you, so I won't guess. Can I take your name and number so they can call you? Please don't type any Social Security or account numbers here.

    Quotes only published fees, declines tax advice, keeps sensitive data out

  5. Sam Ortiz, 555-0142. Evenings are best.
  6. New lead · Sam Ortiz · 555-0142 · Sole proprietor, unfiled prior-year return · Prefers evenings

    Arrives on your phone by text and email in seconds

What customers ask

The questions prospective clients ask first

  • Are you taking new clients this season?
  • How much do you charge for my kind of return?
  • Do you work with sole proprietors, LLCs and S corps?
  • Can you file an extension for me?
  • Can you help with an IRS letter?
  • Do you do bookkeeping and payroll?
  • What documents will I need?
  • Are you CPAs or enrolled agents?

It answers these from your own website, and hands over any it can't.

What it does

What it does for you

  • Answers from your pages

    Services, fee ranges you publish, new-client availability, document checklists and office hours, all quoted from your website.

  • Qualifies the inquiry

    Asks whether they're a sole proprietor, partnership or company, and what return or service they need, before it takes their details.

  • Treats deadlines as urgent

    A filing deadline or an IRS notice gets their contact details taken at once and an alert sent to you.

  • Books a consultation

    Sends them to the booking page you already use, or offers real free times from Google Calendar.

Rules it follows

Built around the rules your firm works under

These are written into how the assistant behaves for accounting firms, not left to chance.

What reaches you

What reaches your phone

Each lead arrives by text and email with what you need to call back ready to quote.

New leadjust now
Name
Sam Ortiz
Phone
555-0142
Business type
Sole proprietor
Needs
Prior-year return, self-employment
Best time
Evenings

Your tools

Works alongside the software you already use

It doesn't replace your practice management software, your tax suite or your client portal. It sends each lead by text and email, can post it to a webhook that a tool such as Zapier or Make passes on to your other systems, and sends people to your existing booking page.

Questions

Common questions

How are accounting firms using AI?

Mostly behind the scenes, for bookkeeping, document handling and research. This is the part in front of clients: answering prospective clients on your website, taking their details and booking the first conversation, from your own published information.

Will it answer clients' tax questions?

No. It gives general information your site already publishes, such as services, fees and deadlines, and hands anything about a person's own taxes to your team.

Is it safe to use with client financial information?

It's built not to collect it. It never asks for Social Security numbers, account numbers or tax documents, and tells people not to type them. It takes a name, contact details and what they need.

Can it handle tax-season inquiry volume?

Yes. It answers every visitor at once, day or night, and each lead reaches you as a short text and email you can work through between returns.

Can it book consultations with new clients?

Yes. Point it at your booking page, or connect Google Calendar and it offers real free times.

How does it compare with an answering service for accountants?

An answering service takes phone calls. This answers the people on your website, including at night, from your own pages. Many firms will want both.

More business types

Built for other businesses too

Your customers are asking right now

Paste your website and hear your assistant answer as your business. It takes about a minute.

Try it free