An AI chatbot on your accounting website answers every intake question automatically — pricing ranges, services offered, what to bring, whether you're accepting new clients — at any hour. So the business owner researching at 9pm books with you instead of your competitor.
CPAs spend 4+ hours/week answering the same client questions — deadlines, document lists, refund status — that an AI chatbot handles automatically.
Why accounting offices lose new clients to intake friction
Pricing questions are your most common inbound call — and the hardest to answer quickly. Individual vs. business, complexity, prior year situation — each call becomes a 10-minute conversation that interrupts billable work. A chatbot handles the first tier.
"Are you taking new clients?" "What do I need to bring?" "Do you do payroll?" "Do you work with LLCs?" These questions come in constantly and are easy to configure into a chatbot that qualifies new clients automatically.
January through April, your team is buried in client work while new inquiry volume triples. A chatbot handles the intake wave — pricing questions, what-documents questions, deadline questions — without adding to your staff's workload.
A new small business owner is researching accountants at 9pm. They want to know if you work with their entity type, what your pricing looks like, and whether you're accepting new clients. No answer = they book with someone who has a chatbot.
How it works
Services offered, entity types you work with, pricing ranges, what to bring to the first meeting, whether you're accepting new clients — the chatbot knows it all from your website and the details you configure during setup.
"We work with individuals, LLCs, S-Corps, and sole proprietors. Individual returns typically run $300–$500 depending on complexity. We're accepting new clients for this tax season — here's the link to schedule a free 15-minute intro call." Answered at 9pm. Answered during your busiest week. Always.
The business owner who would have called three firms and booked the first one that responded has already scheduled an intro call with you. Your team picks up a warm lead, not a cold phone call.
The client lifetime value math
Individual tax clients return year after year — at $300–$500 per return plus any advisory or bookkeeping work. Small business clients at $1,500–$3,000 annually in ongoing work. A chatbot that converts one new client per month from prospects who would have hit voicemail covers its cost many times over by tax season.
The intake question — pricing, services, whether you're accepting new clients — is the lowest-value moment to lose a prospect. A chatbot handles it so your team's first touchpoint is a warm intro call, not a cold pricing inquiry.
Founding-client pricing
Foundation: website + hosting + 24/7 AI chatbot + Google Business Profile + missed-call text-back. Growth adds local SEO, client management, and review automation at $997/mo. Full Office adds a 24/7 AI phone receptionist at $1,497/mo.
Yes. You configure service price ranges — individual returns, business returns, bookkeeping retainers — and the chatbot gives prospects a useful ballpark while routing them to you for an exact quote after understanding their situation. It sets expectations without overpromising.
Fully handled. You configure the service types you offer — individual tax, business tax, bookkeeping, payroll, advisory — and anything you don't do. The chatbot qualifies prospects correctly, so your team doesn't spend time on calls you can't convert.
That's when it earns its keep most. January–April inquiry volume is typically 3–5× the rest of the year. A chatbot handles the intake surge — pricing questions, document questions, deadline questions — without your team losing billable hours to inbound triage.
Yes. You can configure a pre-qualifying flow that collects entity type, prior year filing status, and general situation before routing the prospect to your scheduling tool. Your first call starts informed instead of from scratch.
Month-to-month on every tier. Cancel anytime, keep your website and data. We earn this every month.
The chatbot goes live the day you sign on. No setup fee. No contract. 30-day refund guarantee.
Matt Henry · Anchor Co AI · Pacific, MO