Why accountants & cpas need live chat
Businesses and individuals shopping for an accountant want to know your services and how to get started — especially at tax time. An AI chat assistant captures those leads around the clock.
What your bot handles
- Answer questions about services, specialties, and the onboarding process
- Capture consultation requests with contact details
- Handle the tax-season inquiry surge without overwhelming staff
- Respond instantly so prospects don't move on to another firm
Built for the way you work
- Trained on your business — it answers in your voice, with your services, hours, and policies.
- Captures every lead — name, phone, and email, delivered to you instantly by email or SMS.
- Works 24/7 — never miss an inquiry, day or night.
- Human takeover — jump into any conversation live when it matters.
Live in minutes
- Create your account and start a free trial.
- Tell the bot about your business — services, hours, FAQs.
- Customize the colors, logo, and invite message to match your site.
- Paste one line of code on your website. You're live.
Turn visitors into clients
Add an AI chat assistant built for accountants & cpas in minutes. 14-day free trial, cancel anytime.
Start your free trial
Other industries
Read the complete live chat guide →