An AI chatbot that explains your accounting services, answers client questions, and captures new business leads — especially during your busiest months. Let AI manage the inquiry flood so your CPAs can focus on billable preparation work.
No credit card required · Free plan available · 2-minute setup
January through April, inquiry volume triples. Your team is already maxed out on client work and can't handle the influx. New prospects who can't get a timely response during tax season will find a firm that can, costing you clients who might have stayed for years.
Prospects ask the same questions about what's included in tax prep, bookkeeping packages, and advisory services over and over. Each manual response takes 10–15 minutes of staff time that could be spent on billable client work instead of answering the same email for the fifth time today.
New clients want to get started but don't know the first step. Without clear guidance, they choose a firm that responds faster. The onboarding process starts the moment a prospect visits your website, and a chatbot that explains your intake process immediately gives you a competitive edge.
Sant Chat AI trains on your actual website content. It answers visitor questions accurately, captures leads, and works 24/7 — no scripting required.
Welcome to Parker & Associates CPA. I can help you learn about our accounting services. What brings you here?
I need help with my small business taxes. What do you offer?
We offer comprehensive small business tax services including annual tax preparation, quarterly estimated tax filing, and year-round tax planning. Our packages start at $500 for sole proprietors and $1,200 for LLCs/S-Corps, depending on complexity.
What documents will I need to provide?
For small business tax prep, you'll typically need your prior year return, profit & loss statement, bank and credit card statements, receipts for major expenses, payroll records, and 1099s. We provide a full checklist when you begin onboarding.
How do I get started?
I'd love to connect you with one of our CPAs! Could I get your name, email, and business type? We'll schedule a free 30-minute consultation to review your needs.
Automatically trains on your actual website content via sitemap sync, so the chatbot gives accurate, site-specific answers instead of generic responses.
Captures visitor name, email, and phone number mid-conversation at the perfect moment, turning casual browsers into qualified leads.
Track every conversation, visitor rating, and popular question. Understand what your audience is asking and optimize your content.
Add FAQ and help content accessible from a dedicated tab in the widget. Visitors can browse answers without starting a conversation.
Automatically trigger the chat widget based on time on page or scroll depth. Engage visitors before they leave your site.
Install the WordPress plugin, paste your API key, and go live in minutes. Zero coding, zero configuration headaches.
Sant Chat AI only shares information published on your public website. It never accesses client files, tax returns, or financial records. Lead capture data (name, email, phone) is stored securely in your encrypted dashboard. The chatbot functions as a digital receptionist that shares publicly available service information and collects prospective client contact details, never touching any confidential financial data or existing client records.
Absolutely. The chatbot handles unlimited simultaneous conversations with zero wait time. During tax season, it answers the surge of "what do I need?" and "how much does it cost?" questions instantly while your team focuses on preparation work. Unlike hiring temporary staff, the chatbot requires no training, no onboarding, and no additional cost during your busiest period, scaling effortlessly to meet demand.
Yes. Update your website with seasonal content — deadline reminders, new tax law summaries, required documents — and the chatbot learns it on the next sync. You can also use the Help Articles feature for a dedicated FAQ section in the widget that you update seasonally. This makes it easy to communicate time-sensitive information like filing deadlines, extension procedures, and estimated tax payment due dates.
Let AI field inquiries and capture leads so your accountants can focus on billable work.
Get Started FreeNo credit card required. Cancel anytime.