Fewer emails asking which documents to send.
AI chatbot for accountants
Answer questions on your services, fees and deadlines from your own pages. New-client enquiries are collected, and existing clients reach the right person in your team.
Let the assistant use your own booking, order or account system.See the example and starter programThe challenge
Sound familiar?
- 01
Tax season floods the inbox with the same questions
- 02
New-client enquiries sit unanswered while the team is busy
- 03
Clients ask for document lists you have already published
How MagizAI helps
A storefront that works while you sleep.
- 01
Services and fees
Bookkeeping, payroll, tax returns and advisory work, explained from your own service pages.
- 02
Document checklists
Tells clients what to send for each service, using the lists on your site.
- 03
New-client intake
Collects the business type, its size and the service needed before your first call.
In practice
Handled out of the box.
- Service and fee questions
- Document checklists
- New-client enquiries
- Deadline questions
- Office hours