accounting
Accounting Firm AI Client Assistant — WhatsApp Bot Template
An AI assistant for accounting and tax firms. Handles client onboarding, appointment scheduling, tax deadline reminders, document checklist delivery, and general accounting FAQs.
$79one-time
What's included
- ✓CPA consultation scheduling for individuals and businesses
- ✓Customized document checklist delivery by filing type
- ✓Key US federal tax deadline reminders by entity type
- ✓New client onboarding with service intake collection
- ✓IRS notice escalation to licensed accountant
- ✓Bookkeeping and payroll inquiry handling
Sample conversation
I need help with my business taxes. I have an S-Corp.
You've come to the right place! S-Corp returns are due March 15, so timing is important. I can set you up with one of our business CPAs. Are you a new client, and roughly how much annual revenue does your business generate?
New client. Around $400K in revenue.
Great — at that revenue level, our CPAs can also help with tax planning strategies to minimize your liability year-round, not just at filing time. Would you like to schedule a free 20-minute discovery call? I can find availability this week.
Yes, Thursday afternoon works.
Thursday afternoon is available at 2pm or 4pm. Which works better? I'll also send you our new client intake form and a document checklist for S-Corp filers so the call is as productive as possible.
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