Solutions/Accountancy Firms
Live Chat Bot for Accountancy Firms.Book consultations without the email ping-pong.
Prospects visit your site in tax season with one question: can you take them on, and when? Chat Automate answers from your services and capacity, books a slot on Google Calendar, and files the inquiry — 24/7, 365 days a year.
No credit card needed. All features unlocked.
The inbox is not a booking system.
“Do you handle contractor tax?” “What’s a year-end package?” “Can we meet next week?” Those messages sit until a partner is free. By then the prospect has booked another firm.
A live chat bot for accountancy firms doesn’t dump more email on the practice manager. It looks up what you offer, checks real calendar availability, and only escalates when the work is complex or confidential.
What the bot does on a firm website
From first question to a confirmed meeting — without a receptionist on overtime.
Answer service and fee questions
Personal tax, company accounts, VAT, payroll, bookkeeping — answered from your service pages and engagement notes.
Book consultations on Google Calendar
The bot reads partner or onboarding calendars, offers real times, creates the event, and sends the client the invite plus a prep checklist.
Capture the right intake details
Entity type, year-end, software they use, and urgency — collected in chat so the first meeting isn’t spent on basics.
Look up existing clients
Returning clients can identify themselves so the bot doesn’t treat a 10-year relationship like a cold lead — and can route to their manager.
Hand off sensitive work
HMRC investigations, disputes, and partner-level advice transfer to a human with the full thread. Hybrid or Operator Only when you need it.
Honor appointment settings
Discovery calls vs. 60-minute reviews, tax-season hours, and who owns new vs. existing clients — encoded in your appointment rules.
Google Calendar, client data, appointment rules
The bot should book like your practice manager would — not like a generic Calendly link.
Google Calendar integration
Connect onboarding, tax, and partner calendars. Chat Automate checks free/busy, writes the consultation, includes the prospect’s details in the event description, and blocks double-booking across the team.
Database lookup
Confirm whether someone is already a client, pull the assigned manager, or check which services they’re on — so the chat isn’t starting from zero.
Appointment settings
Set 20-minute discovery vs. 60-minute planning meetings, buffers for prep, blackout dates around filing deadlines, and which calendars take new work.
AI for routine intake. Humans for advice.
Run AI Only on evenings and weekends. Hybrid during office hours so the bot books and a manager joins for scoping. Operator Only for high-value or regulated conversations.
Every chat still sends an AI summary and rating to the practice — so you see which inquiries converted to engagements, and which need a partner callback.
Put a live chat bot on your firm’s site.
Paste one script. Connect Google Calendar. Start booking consultations the same day.
No credit card needed. All features unlocked.