An AI assistant for accountants that handles tax-time questions
Document checklists, deadlines and "what can I claim", answered from your own materials.
Every tax season brings the same questions about deadlines, documents and deductions. Ai Customer Assistant turns your client checklists and FAQs into a chatbot that answers them instantly, so your team can focus on the work.
What Accountants & Bookkeepers customers ask
- What documents do you need for my tax return?
- When is the lodgement deadline?
- What expenses can I claim for my business?
- How do I send you my receipts?
- How much do you charge for a BAS?
Why it works
- Survive tax season. Deflect the repetitive deadline and document questions so your team can do the real work.
- Always-correct checklists. Clients get your exact document checklist every time, straight from your materials.
- Capture new clients. Prospects get pricing and process answers and leave their details for a callback.
FAQ
Can it tell clients what documents to bring?
Yes. Upload your checklists and the chatbot gives each client the exact list for their situation.
Does it give tax advice?
You control the guardrails. It shares your general guidance and process, and points clients to your team for advice specific to them.
Can it help during the busy lodgement period?
That’s exactly when it earns its keep. It answers the flood of deadline and document questions automatically.
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