Stop answering the
same questions twice
Your clients ask the same things every week: deadlines, documents, deductions. BotDesk answers them instantly, so you spend your time on work that actually requires your expertise.
The Problem
Tax season or not, client
questions don't stop coming
Accountants get interrupted all day with questions a chatbot could handle. Every hour spent on repeat questions is an hour not spent on billable work.
The same 10 questions, over and over
"When is the deadline?" "What documents do I need to bring?" "Do I need to file an extension?" Your staff fields these every day. The bot handles them automatically.
Clients with questions outside business hours
Small business owners think about finances at 9pm. If there's no one to answer, they get anxious and shop around for a more responsive firm.
New client inquiries that go cold
Someone Googles "CPA near me," lands on your site, and leaves because they couldn't get a quick answer. A chatbot captures their information before they bounce.
How It Works
How Long Setup Takes
Paste one line of code on your website. BotDesk reads your site and writes your bot's knowledge automatically.
How long it takes depends on your website. WordPress, Squarespace (Core plan and up) and most sites with a footer code box: about 5 minutes. Wix needs a Premium plan with a connected domain to add code. GoDaddy Website Builder usually can't take code, so you add a button that opens your chat link instead. Can't paste code at all? We'll set it up for you, free.
Train it on your practice
Paste your website URL and BotDesk extracts your services, FAQ, deadlines, and contact info. Review and edit before going live.
Add the widget to your site
One line of code. Works on WordPress, Squarespace, Wix, and any website platform you use.
Capture leads automatically
When a prospective client leaves their contact info, you get an immediate email notification with their name, question, and phone number.
What It Handles
Questions your bot answers
so you don't have to
Trained on your specific practice: services, deadlines, document requirements, and fees.
FAQ
Common questions
The bot is trained on information you provide about your own practice. It doesn't make up tax rules. It shares the specific information you enter, and always directs specific tax questions to a consultation with you. You can add explicit disclaimers, which we recommend.
It's replaced before anything reads it. A Social Security number written with dashes or spaces (like 123-45-6789), or a card number of 13 to 19 digits that passes the standard card-number check, is swapped for "[number removed for your privacy]" before the message goes to the AI. The saved chat, the lead and your email only show that mark, never the number. The bot is then told to ask the visitor not to share Social Security, card or bank numbers in the chat. It doesn't catch a Social Security number typed as nine digits with no dashes or spaces, or bank account numbers, so collect those through your own secure portal.
Yes. You can set up separate responses for individuals (personal tax, W-2 filers, self-employed) and businesses (S-corps, LLCs, payroll). The bot asks qualifying questions and tailors responses accordingly.
BotDesk handles unlimited conversations simultaneously. It won't slow down during March and April when your volume spikes. That's exactly when it becomes most valuable.
Yes. You can edit your bot's knowledge base any time from your dashboard. When the IRS extends a deadline, update one field and the bot immediately reflects it.
Yes. It replies in the language each person writes in, such as Spanish, Chinese, Vietnamese, Korean or Tagalog, on every plan, and you choose which languages it uses. On Growth and up, chats in another language reach you with an English translation.
No. If you can copy and paste text, you can set up BotDesk. The entire setup takes under 5 minutes and requires pasting one line of code on your website.
What it won't do
Tax and legal questions. It's built to never give tax, legal or accounting advice. When a visitor asks for advice, it says that's a question for you and takes their details so you can answer it.
Fees and hours. It's built to never make up a fee or your hours. If they aren't on your site or in what you've added, it says it doesn't have that detail and offers to take the visitor's name and number so you can follow up.
Social Security and card numbers. If a visitor types one into the chat, it's replaced with “[number removed for your privacy]” before the AI, the saved chat, the lead or your email see it. What it catches and what it doesn't.
What lands in your inbox
Sample, with made-up details. When a visitor wants a call back, the lead email looks like this. It is the same layout as the real one.
New Lead
Captured by your BotDesk chatbot during a conversation.
Sent via your BotDesk chatbot: Ledger & Co. CPA
On your phone, tap the number to call them back. The same lead is saved in your dashboard's Leads tab. The Free plan takes up to 10 leads a month; paid plans take every one.
Get back hours of your week
Free plan or a 30-day free trial. Cancel anytime. Most sites are set up in about 5 minutes.
Start free trialSet it up for me (free)Send us your website address and we'll help you get it live by email, free. We reply within 24 hours.
Free plan: no card. Paid plans: 30-day free trial, card at checkout, no charge until day 31, cancel anytime. Plans from $29/mo. What the Free plan does
✓ Our simple guarantee: if your first paid month passes without a single customer conversation through your bot, we refund that month. No forms, no hassle.