📊 Built for Accounting & Tax Firms

Capture tax and bookkeeping leads before tax season buries you

Intake new clients 24/7, answer service and pricing questions, and capture qualified leads with the details your team needs to follow up.

Live in 5 minutesNo subscriptionCancel anytime

Tax season is a flood

When everyone searches at once, the bot captures every lead so none slip away.

Repetitive service questions

Pricing, deadlines, and “do you handle S-corps?” answered instantly.

Intake takes time

It runs first-pass intake — service needed, entity type, contact info — so you start with qualified leads.

Everything your accounting firms need — included

Captures name, email & phone automatically
Trained on your website in 5 minutes
Answers in 50+ languages
Syncs leads to your CRM
Lead scoring — Hot / Warm / Cold
Live agent handoff when needed
Pre-chat lead capture form
Just $5 per lead — no subscription

Questions from accounting & tax firms

Can it run client intake?

Yes — it asks your intake questions, captures the details, and pushes qualified leads to your CRM.

Is client data secure?

It’s GDPR-compliant with data controls; you decide what it collects and stores.

Ready to capture more accounting firms leads?

Set up in 5 minutes. No subscription — just $5 per lead it captures, with a low $29/month minimum.

Start Free