CPA / accounting firm — AI Chatbot for
AI Receptionist brings always-on client triage and intake to CPA and accounting firms. The widget answers common tax and bookkeeping questions, pre-qualifies prospects, schedules consultations, and routes complex matters to staff. It captures structured details—services needed, entity type, deadlines—so your team starts with context and fewer back-and-forths.
Handle inquiries when phones are busy or closed. Provide instant answers, collect contact details, and escalate urgent items to the right person without delaying next steps.
Ask targeted questions about services, entity type, deadlines, and budget range to qualify prospects, reduce unfit requests, and prioritize consultations your firm is best positioned to handle.
Capture only the information you choose, avoid sensitive numbers by default, and push summaries to your inbox or calendar tools so staff can follow up with context.
How do we control what the assistant says about taxes and compliance?
You set the scope with templates and custom prompts, define restricted topics, and add your own FAQs. It can provide general guidance, disclaimers, and intake steps, then route complex or advisory questions to your team.
Where does client data go, and can we keep it out of the model?
You control retention, redaction, and destinations. The widget stores only what you allow, supports consent notices, and can forward summaries to email or practice tools. PII filters help prevent collection of tax IDs unless explicitly enabled.
How long does setup take and what is required from us?
Add a small script to your site, choose conversation flows for services you offer, and connect calendar or intake forms. Provide FAQs, tone guidelines, and escalation rules. We can pilot on a single page before enabling site-wide.