Tax season is a flood of the same questions
“What documents do I need?”, “How much do you charge for a return?”, “Do you do S-corp bookkeeping?”, “Can I still file an extension?” A chatbot answers these from your website so your team can focus on billable work.
What it answers
- Services: individual and business tax, bookkeeping, payroll, advisory
- Fee ranges and packages
- Document checklists and how to upload them securely (links to your portal)
- Key deadlines you publish and your intake cut-off dates
- How to become a client and book a consultation
Do you do taxes for small LLCs and how much?
Yes! Single-member LLC returns start at $450, and multi-member LLC (partnership) returns start at $950. Bookkeeping packages are available too. Would you like to book a free 15-minute fit call?
Guardrails for financial services
- No tax, accounting or investment advice. It explains services, not strategies.
- Never asks for SSNs, account numbers or tax documents in chat; it points to your secure portal.
- Uses your published deadlines only, with a reminder to confirm with an advisor.
Accounting chatbot FAQ
Can it connect to our client portal?
It links to your portal for uploads and logins. It doesn’t access client data.
Can it handle extension questions?
It explains your extension process and fees as described on your website, and books a call for anything specific.
Is it useful outside tax season?
Yes. Bookkeeping, payroll and advisory inquiries come in year-round, and the chatbot captures them as leads.
Pricing
Simple pricing. No per-seat fees.
Pick a one-time setup or let us run it for you. Every plan includes setup by our team.
Bring your own AI key
Starter
A one-time setup for budget-minded owners. You pay your AI provider directly for usage.
$149one-time · no monthly fee from us
- Chatbot trained on up to 100 pages
- Brand colors, logo & welcome message
- Lead capture with email alerts
- 50+ languages, mobile-ready
- Install guide, or we install it
- Works with your Anthropic or OpenAI key
- 30 days of tuning support
Most popular · no API key
Managed
We host, run and improve your chatbot. AI usage is included, so there is nothing technical for you to manage.
$29/mo+ $49 one-time setup · cancel anytime
- Everything in Starter
- AI usage included: 1,000 conversations/mo
- Weekly website re-sync
- Leads to email, Slack or Google Sheets
- Human handoff: booking link, phone, WhatsApp
- Monthly conversation report
- Ongoing answer tuning
For busy sites & teams
Pro
More conversations, more sites and deeper integrations for clinics, agencies and online stores.
$99/mono setup fee · cancel anytime
- Everything in Managed
- 5,000 conversations/mo
- Up to 3 websites or brands
- Extra knowledge: PDFs, docs, product catalogs
- HubSpot, Zapier & webhook integrations
- Appointment booking flow
- Monthly strategy call
Secure checkout by Stripe · Live in about 24 hours · Prices in USD
Not sure yet? Get a free demo chatbot trained on your website
