Booking Chatbot for Accounting Firms
Clients schedule tax prep, bookkeeping consultations, and financial reviews through an AI chatbot that collects business details and assigns the right CPA — while your team focuses on numbers, not phone calls.
A booking chatbot for accounting firms is an AI-powered chatbot that books appointments through your website 24/7 using natural conversation. It checks real-time availability, collects client details, and confirms the booking — so your team focuses on service, not scheduling.
Scheduling Challenges for Accounting Firms
What the Chatbot Does for Accounting Firms
Service-Based Routing
The chatbot distinguishes between tax preparation, bookkeeping, audit support, and advisory services — routing each inquiry to a CPA with the right specialization.
Client Document Checklist
Based on the service type, the chatbot sends clients a tailored checklist of documents to prepare — W-2s for personal tax, P&L statements for business advisory — before the meeting.
Entity Type Collection
The chatbot asks whether the client is an individual, sole proprietor, LLC, or corporation, so your team can prepare the right engagement letter and fee structure.
Recurring Meeting Setup
Monthly bookkeeping clients and quarterly review engagements can set up recurring appointments in a single conversation, locking in consistent workflow.
How Clients Book With Your Chatbot
This is a real booking scenario for accounting firms. The chatbot guides clients through service selection, availability, and confirmation — in a natural, conversational flow.
Build This ChatbotWelcome to Greenfield Accounting! I can help you schedule a consultation. Are you looking for tax preparation, bookkeeping, or business advisory services?
I need help with tax prep for my LLC — first time filing as a business
I'll match you with one of our small business tax specialists. Sarah Mitchell has openings this Wednesday at 2:00 PM and Friday at 10:00 AM. Please have your EIN and last year's P&L handy.
Wednesday at 2 PM works perfectly
What's Included
Frequently Asked Questions
Can the chatbot handle both personal and business tax clients?
Yes. It asks about entity type and service needs upfront, then routes personal filers to individual tax CPAs and business owners to small business specialists.
Does it collect financial documents before the meeting?
The chatbot sends a tailored document checklist based on the service type so clients arrive prepared, reducing back-and-forth after the consultation.
Can it manage seasonal capacity during tax season?
The chatbot respects each CPA's availability limits and waitlists overflow clients, ensuring your team isn't overbooked during peak periods.
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