For accounting & tax

Answers for clients, especially in tax season.

Clients ask what documents to bring, when deadlines fall and whether you can help with their situation. An accounting bot answers from your own checklists, books appointments and gathers new-client details for your team.

Try it with your website Meet the Concierge

Sloane

Concierge

A starting point for accounting & tax

What gets in the way

Where a bot helps first

Repeated deadline and document questions

Tax-season inquiry overload

New clients who arrive unprepared

How Sloane could sound

Example

What do I need to bring for my tax return?

Here is our checklist: income forms, last year’s return, receipts for deductions and any letters from the tax office. Would you like it by email?

Do you do small business bookkeeping?

We do, monthly or quarterly. May I ask about your business so the team can suggest the right package?

Recommended skills

Five skills to start with

Customer Support

Works now

Resolves common questions instantly and hands off anything sensitive.

Lead Qualification

Works now

Learns what each visitor needs and tells you which inquiries are worth your time.

Consultation Booking

Needs connection

Turns interest into booked consultations without back-and-forth emails.

Needs: your calendar

Knowledge Management

Works now

Keeps answers accurate as your services, team and policies change.

Inquiry Summaries

Works now

Delivers a clear brief of every qualified conversation to your inbox.

What could change

Clients arrive with the right documents

Fewer routine calls in season

New clients qualified before the first meeting

Potential outcomes, not guarantees. Your workspace shows what actually happens.

Related industries

Law firms Real estate Home services All industries

See what your accounting & tax website says.

Enter your website. We read your homepage in a few seconds and show you where to start.

Discover your bot