🧾 Built for Accountants & CPA Firms

Stop answering the
same questions twice

Your clients ask the same things every week: deadlines, documents, deductions. BotDesk answers them instantly — so you spend your time on work that actually requires your expertise.

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The Problem

Tax season or not, client
questions don't stop coming

Accountants are interrupted dozens of times a day with questions a chatbot could handle. Every hour spent on repeat questions is an hour not spent on billable work.

📞

The same 10 questions, over and over

"When is the deadline?" "What documents do I need to bring?" "Do I need to file an extension?" Your staff fields these every day. The bot handles them automatically.

🌙

Clients with questions outside business hours

Small business owners think about finances at 9pm. If there's no one to answer, they get anxious — and shop around for a more responsive firm.

📈

New client inquiries that go cold

Someone Googles "CPA near me," lands on your site, and leaves because they couldn't get a quick answer. A chatbot captures their information before they bounce.

How It Works

Live in 5 minutes.
No developer needed.

Paste one line of code on your website. BotDesk reads your site and writes your bot's knowledge automatically.

1

Train it on your practice

Paste your website URL and BotDesk extracts your services, FAQ, deadlines, and contact info. Review and edit before going live.

2

Add the widget to your site

One line of code. Works on WordPress, Squarespace, Wix, and any website platform you use.

3

Capture leads automatically

When a prospective client leaves their contact info, you get an immediate email notification with their name, question, and phone number.

What It Handles

Questions your bot answers
so you don't have to

Trained on your specific practice — services, deadlines, document requirements, and fees.

"When is the tax filing deadline?"
Gives current federal and state deadlines and notes extension options.
"What documents do I need to bring?"
Lists your standard document checklist based on personal or business filing.
"Do you handle small business taxes?"
Confirms your services and books a consultation if it's a match.
"How much does it cost to file?"
Explains your pricing structure and offers to schedule a free estimate call.
"I haven't filed in 3 years — what do I do?"
Provides calm, helpful context and captures their info to set up a consultation.
"Are you taking new clients?"
Confirms availability and collects contact info to follow up with a consultation slot.

FAQ

Common questions

The bot is trained on information you provide about your own practice. It doesn't make up tax rules — it shares the specific information you enter, and always directs specific tax questions to a consultation with you. You can add explicit disclaimers, which we recommend.

Yes. You can set up separate responses for individuals (personal tax, W-2 filers, self-employed) and businesses (S-corps, LLCs, payroll). The bot asks qualifying questions and tailors responses accordingly.

BotDesk handles unlimited conversations simultaneously. It won't slow down during March and April when your volume spikes. That's exactly when it becomes most valuable.

Yes — you can edit your bot's knowledge base any time from your dashboard. When the IRS extends a deadline, update one field and the bot immediately reflects it.

No. If you can copy and paste text, you can set up BotDesk. The entire setup takes under 5 minutes and requires pasting one line of code on your website.

Get back hours of your week

Start free for 7 days. Cancel anytime. Live in 5 minutes.

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✓ 7-day free trial · cancel anytime   💳 Card required   ✓ Under 5 minutes    Starts at $29/mo