An AI chatbot on your tax practice website answers every question automatically — pricing, what to bring, deadlines, service scope — at any hour. So new clients book appointments and existing clients get answers without interrupting your workflow during the weeks it matters most.
Why tax practices lose clients during their busiest season
February through April, every call comes at once. New clients want pricing. Existing clients ask about documents. People want to know about extensions. You're head-down on a complex business return and every interruption costs 20 minutes of concentration.
How much do you charge for a 1040? Do you handle self-employed? What do I need to bring? How long does it take? Can I drop off my documents? Do you do extensions? Can you file in multiple states? These questions come before every engagement — and they're all answerable without you.
A business owner thinks about changing their tax preparer in August. They find your website, have questions about bookkeeping services and quarterly estimates, and can't reach anyone. They keep their current preparer. Your off-season is when client loyalty is won — and you're not there.
"When's the deadline?" "Can I still file an extension?" "I got a notice from the IRS — what do I do?" These calls spike in April and October. A chatbot handles the first layer of every deadline and document question so your phone stays manageable during peak crunch.
How it works
Pricing for different return types, what documents to bring, your turnaround time, whether you handle their specific situation (self-employed, rental income, multiple states, small business) — the chatbot knows what you've shared and guides every visitor toward booking an appointment or drop-off.
"Individual 1040s with a Schedule C for self-employment start at $275. You'll want to bring your 1099s, business expense records, and last year's return. We're booking 2–3 weeks out right now — want me to check availability?" Answered at 11pm in January. Automatically.
The client who booked through the chatbot already knows what to bring, what your pricing looks like, and what to expect. The appointment is efficient from the first minute instead of an orientation session.
The math
Individual returns average $300–$600 per year. Small business clients — the ones asking about S-corps, bookkeeping, and quarterly estimates in August — run $1,500–$8,000/yr. If the chatbot captures one additional business client per off-season who found your website and got answers before giving up, the annual revenue impact covers the chatbot cost many times over. And that client likely stays for 5–15 years.
Founding-client pricing
Foundation: website + hosting + 24/7 AI chatbot + Google Business Profile + missed-call text-back. Growth adds lead management, CRM, and review automation at $997/mo. Full Office adds a 24/7 AI phone receptionist at $1,497/mo.
Pricing for different return types (1040, Schedule C, S-corps, partnerships), what documents clients need to bring, your turnaround time during peak season, extension deadlines, whether you handle specific situations (rental income, crypto, multi-state), and appointment availability. You configure what it knows.
Yes. When a prospective client is ready to move forward, the chatbot collects their return type, situation summary, and preferred time — then routes to your scheduling system. Existing clients can schedule drop-offs the same way.
The chatbot handles the first layer — confirming that you assist with IRS correspondence and communications, and capturing the notice type so you can call back prepared. It doesn't provide tax advice or IRS resolution answers directly; it routes those to you.
Yes. If you offer bookkeeping, payroll, or quarterly estimates, the chatbot explains those services and captures leads year-round — not just during tax season. Off-season service inquiries are often your highest-LTV new clients.
Month-to-month on every tier. Cancel anytime, keep your website and lead 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