AI chatbot for Tax Advisors
Serve clients without picking up the phone
Tax deadlines, portal access, powers of attorney — the AI chatbot answers client questions automatically and routes complex cases to your firm in a targeted way. Confidentiality-compliant.
No sign-up · GDPR-compliant
Sound familiar?
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Filing season: clients call daily about deadlines, portal logins, and documents
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Powers of attorney and contact details have to be explained again and again
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The firm's team spends more time on routine questions than on advisory work
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Requests outside office hours land on the answering machine
How Smartwebchat helps you
This is what your chatbot sounds like
- By when do I need to file my 2024 tax return?
- For 2024: 📆 Without a tax advisor: the standard statutory deadline applies 📆 With a tax advisor: an extended deadline typically applies Would you like to schedule an appointment for your 2024 tax return?
- How do I get access to my client portal?
- We'll set up your client portal access for you. 🔑 Steps: 1. You'll receive an email with a first-login link 2. Choose your login method (app or security key) 3. Set a PIN If you run into issues: get in touch with reception — I'll note down your name.
- Which documents do you need for the tax return?
- Standard checklist for individual clients: 📋 Wage tax statement 📋 Certificates for deductible expenses 📋 Receipts for extraordinary expenses 📋 Donation receipts 📋 Work-related expense receipts For business clients we additionally need bookkeeping records and the balance sheet. Shall I send you the full list by email?
Try it for free
Your custom AI chatbot is ready to go instantly. 14 days free, cancel monthly, no credit card.