AI Chatbot for Accountants & CPAs
Capture and qualify new tax clients while you're neck-deep in returns. The AI answers FAQs, screens inquiries, and books consultations instantly.
Tax season is brutal. From January through April, your phone rings off the hook with prospects asking the same five questions: "Do you do my type of return? How much do you charge? Are you taking new clients? When can we meet?" Meanwhile, you're trying to get actual returns done. Chatonbo gives your website an AI assistant that handles those questions instantly, qualifies prospects (individual vs. business, complexity, urgency), captures their contact info, and books consultation slots — all without interrupting your work. It knows your fee structure, your specialties, your accepted client types, and your availability. So when April 14th rolls around and your office voicemail is full, you'll have a list of qualified leads ready to convert in May instead of a pile of missed opportunities.
Challenges every accounting practice faces
You\'re busy doing the work. Chatonbo handles the rest.
Tax Season Phone Overload
From January to April, your office can't pick up every call. Prospects who get voicemail try the next CPA on the list. You lose 30-50% of inbound leads to slow response.
Wrong-Fit Inquiries
Personal tax preparers get called about S-corp returns. Business CPAs get called about simple 1040s. Without screening, you waste time on cases you don't want.
Slow Onboarding Loses Clients
A prospect who has to wait 3 days for a callback has already met with two other accountants. Instant engagement turns curiosity into commitment.
Real conversations Chatonbo can have
Here\'s what your AI assistant could be answering right now.
Are you taking new clients for this tax season?
Yes, we're accepting new individual and small business clients through March 15. Can I ask: are you filing as an individual (1040), a small business (S-corp, LLC, sole prop), or both? Knowing that helps me check if we have the right specialist available and book you a quick 15-minute discovery call.
How much do you charge for a small business return?
For LLCs and S-corps, our small business returns start at $850 and go up based on complexity (number of states, K-1s, depreciation schedules, etc.). That includes federal and state filing, plus a year-end planning call. Want me to schedule a free 20-minute consultation to give you an exact quote for your business?
I haven't filed taxes in 3 years, can you help?
Yes, we help clients catch up on prior-year returns regularly — it's more common than you might think. We can file your 2023, 2024, and 2025 returns together and help you set up an installment agreement with the IRS if you owe. The first step is a confidential consultation to review your situation. Can I capture your contact info and have a CPA reach out to schedule a call?
Why Chatonbo
Built for small businesses. Set up in under 30 minutes. No coding required.
Trained on YOUR business
Upload your website, FAQs, or PDFs. The bot answers from your actual content — no generic responses.
14+ languages auto-detected
Visitors get answers in their language. Hebrew, English, Spanish, Arabic, French, and more — automatic.
Lead capture built in
Captures contact info naturally during conversation. Sends to your CRM, email, or Slack via webhook.
1-line embed
Add a single line of code to your website. Works on WordPress, Wix, Shopify, WooCommerce, or plain HTML.
Conversation analytics
See every conversation, every lead, conversion rate, top questions, and visitor language in your dashboard.
Free to start
Free plan with 250 conversations/month. No credit card required. Upgrade only when you’re seeing real value.
Frequently Asked Questions
Can it integrate with my CRM (Karbon, Canopy, etc.)?+
Yes — captured leads flow into Karbon, Canopy, Jetpack Workflow, TaxDome, or any CRM that accepts webhooks. Lead data includes name, email, type of return, and the full conversation transcript.
Will it give tax advice?+
No — it's configured to never provide specific tax advice or interpret tax law. It answers general questions about your services and routes complex questions to your team.
Can it work in multiple languages?+
Yes — out of the box it auto-detects 14+ languages including Spanish, Mandarin, and Russian, which is huge for serving diverse client bases.
Does it integrate with my scheduling tool?+
It captures consultation requests with preferred times and sends them to your team. Direct Google Calendar / Calendly booking is on the roadmap.
Ready to put an AI assistant on your accounting practice website?
Setup takes under 30 minutes. Free plan available. No credit card required.
Start Free — Get Your Bot Live Today