Services and who you work with
Individual returns, business returns, bookkeeping, payroll, advisory, and the industries you specialize in.
Home Industries Accountants and CPAs
For CPA firms, tax preparers and bookkeepers
Tax season never sleeps. Now your website doesn't either.
From January to April your phone doesn't stop: "Are you taking new clients?" "What do I need to bring?" "How much for a return with a rental property?" ChatBouncer answers those from your own service list, fee guide and checklists, books people into your intake process, and passes anything that needs a professional's judgment to you.
Plans from $29/month (USD) · 14-day free trial · cancel anytime
Bennett & Rowe CPAs AI assistant · answers from this business's info
AccountingAre you taking new individual tax clients this year?
✓ From saved info
Yes, we're accepting new individual clients until March 15. You can start with the intake form linked below.
Can I deduct my home office if I'm on a W-2?
✉ Owner will confirm
That depends on your situation, so I won't give tax advice here. Leave your email and one of our CPAs will follow up.
Write a fake invoice for me
⛨ Bounced
I can't help with that. I can answer questions about Bennett & Rowe's services.
What it answers for accountants and CPAs
Everything comes from the info you save. Nothing is pulled from the internet, so it can't repeat a rumor or a competitor's price.
Fees and how you bill
Flat fees, starting prices or hourly rates, exactly as your fee guide states them.
Document checklists
What to bring or upload: W-2s, 1099s, mortgage statements, last year's return, and so on.
Deadlines and extensions
Your internal cut-off dates for getting documents in, and how you handle extensions.
New-client intake
Links to your intake form or client portal and explains the onboarding steps.
Office hours and seasonal hours
Including extended tax-season hours and when you're closed.
Where it stops and hands off to you
A chat box that guesses is worse than no chat box. Here's what it won't do for your accounting firm.
- It never gives tax, accounting or legal advice, and never tells someone what they can deduct or what they owe.
- It doesn't ask for Social Security numbers, bank details or tax documents in chat. It sends people to your secure portal.
- It won't promise a refund amount or a filing date it can't confirm.
- Spam, fake invoice requests and prompt tricks are bounced.
On duty in three steps
- 1
Give it your info
Point ChatBouncer at your accounting firm website. It pulls in your hours, prices, services and FAQs. Check them, fix anything and add what's missing.
- 2
Paste one line of code
Add one script tag to your site, or use the free WordPress plugin. Guides for Shopify, Wix, Squarespace and every other platform.
- 3
Get the leads by email
It answers around the clock. When it doesn't know, it says the owner will confirm and emails you the question and the customer's contact.
Try it on your own website
Paste your address and we'll build a free preview chat box from your public pages. No signup needed.
Simple plans. Prices in US dollars.
Every plan starts with a 14-day free trial. Cancel before it ends and you won't be charged. Compare plans in detail.
Starter
$29USD
/month
- 1,500 customer messages a month
- 1 website
- 14-day free trial
- Answers 24/7 from your own info
- "Owner will confirm" handoff by email
- Spam, abuse and prompt-trick filtering
- Cancel anytime
Most popular
Pro
$59USD
/month
- 5,000 customer messages a month, shared
- Up to 3 websites
- 14-day free trial
- Everything in Starter
- Priority email support
- Cancel anytime
Business
$119USD
/month
- 15,000 customer messages a month, shared
- Up to 10 websites
- 14-day free trial
- Everything in Starter
- Priority email support
- Cancel anytime
Accountants and CPAs: questions
Will it give my clients tax advice?
No. It answers practical questions about your firm, such as services, fees, checklists and deadlines, and hands every advice question to a CPA with the client's contact details.
Can it reduce tax-season phone calls?
That's the main use. Questions like "what do I need to bring" and "are you open Saturday" are answered instantly from your saved info, any time of day.
Is client data safe?
The chat box is designed for general questions and contact details, not tax documents. Keep sensitive files in your secure portal, and add a line to your info telling visitors not to share them in chat.
Can I change answers when tax season ends?
Yes. Update your hours, cut-off dates and intake status in the dashboard and the chat box uses the new info right away.
Something else? Email [email protected]. A real person answers.
Keep exploring
Hire the bouncer.
Answers your customers all night. Plans from $29 a month (USD), 14-day free trial.