For Accounting firms, CPAs, and bookkeepers
AI chatbot for accounting firms — onboarding, FAQ, after-hours intake
Your clients have routine questions: "what do I bring to tax appointments?", "do you handle Schedule C?", "what are your retainer terms?". You answer them by email or phone. Ashh.ai answers them on your website at 11pm, captures qualified prospects, and routes the rest into your CRM.
Trained on your service offerings
Upload your service pages (bookkeeping, tax prep, audit, advisory), pricing structure, and engagement letter terms. The bot answers "do you handle S-corp returns?" accurately, citing your real service pages.
Tax season FAQ deflection
During tax season, 80% of inbound questions are: "what documents do I bring?", "when is my refund?", "what's the deadline for X?". Bot deflects these 24/7; your CPAs focus on actual returns.
Client intake with service-need tagging
Mid-conversation lead form captures contact + service needs (individual tax, business tax, bookkeeping, audit, advisory) + business size + urgency. Pushes to your CRM (Karbon, Canopy, TaxDome, HubSpot) via webhook.
Compliance-aware on advice boundaries
Configure disclaimers: bot does NOT provide tax advice (that requires engagement). It provides information from your published content + intake info. AICPA-friendly defaults.
Questions Accounting firms, CPAs, and bookkeepers ask
Will it give tax advice we'll be liable for?+
No. Same model as the law-firms use case: the bot informs (from your published content), it does not advise. Disclaimers fire on substantive tax questions ("this requires engagement with a CPA; let me capture your details").
How does it integrate with practice management software?+
Webhook handoff to Karbon, Canopy, TaxDome, ProConnect, Drake, or any practice management tool that accepts webhooks. Fields are configurable per-bot.
Can it answer questions about IRS regulations?+
It can quote general IRS information from your published content (FAQ, blog posts). For prospective-client questions about specific regulations: bot defers, captures intake info, your CPAs follow up.
What about confidentiality?+
Visitor chats are encrypted at rest. We never train models on your data. Prospective-client interactions don't establish a fiduciary relationship until engagement; bot disclaims appropriately on substantive questions.
How is this different from Drake / Lacerte built-in chat?+
Drake / Lacerte are tax-prep software; their chat features are inside-product. Ashh lives on your firm's public website — different surface. Plays alongside any practice-mgmt tool.
Try it on your accounting site in 5 minutes.
Free tier is genuinely free. No card required to ship a bot.