AI Chatbots for Accounting
& Tax Firms
Handle tax season surge without hiring. AI that automates document collection, books consultations, answers client questions, and manages deadlines 24/7. Works across your website, WhatsApp, Instagram, and Facebook.
See It In Action
Watch how your AI assistant handles real accounting inquiries—from tax questions to document collection, 24/7.
- Instantly answers common tax questions
- Collects W2s, 1099s, and receipts automatically
- Captures leads and schedules consultations
- Works on WhatsApp, Instagram, and Facebook
Without Hyperleap AI
- ✕Tax season chaos - phones ringing off the hook January through April
- ✕Endless email chains collecting W2s, 1099s, receipts from disorganized clients
- ✕New clients abandon during long phone wait times in March
- ✕Basic questions like "Can I deduct home office?" consume CPA time
- ✕Extension requests arrive at midnight on April 14th
- ✕No way to capture leads from taxpayers searching at 10 PM
With Hyperleap AI
- AI handles surge automatically - triage urgent vs routine, schedule consultations
- Automated document collection with smart checklist - clients upload everything once
- Self-service booking captures leads when they search "CPA near me" at 10 PM
- AI answers common tax questions instantly - CPAs focus on complex returns
- Extension automation 24/7 - file extensions immediately, schedule completion
- One AI handles website, WhatsApp, Instagram, and Facebook seamlessly
Everything Accounting Firms Need
From tax season surge to year-round client support, Hyperleap AI handles your entire client engagement process.
Document Collection
Smart checklist guides clients to upload W2s, 1099s, receipts, prior returns. Streamlines collection and organizes everything automatically.
Consultation Booking
Books tax consultations, return reviews, and advisory meetings. Handles CPA availability and tax season vs off-season scheduling.
Multi-Channel Support
Clients reach you via website chat, WhatsApp, Instagram DM, or Facebook Messenger. One AI handles all channels with unified history.
Tax Season Surge Handling
Automatically triage incoming requests (urgent deadline vs routine planning), prioritize scheduling, and manage waitlists during January-April rush.
Extension Filing Support
Automates extension requests, collects tax payment estimates, schedules return completion appointments, and sends deadline reminders.
100+ Languages
Serve diverse communities in their native language. AI auto-detects and responds in Spanish, Mandarin, Hindi, and 100+ more.
Real Conversations Your AI Handles
March Panic Client
“Client reaches out March 25th: "Haven't filed yet, need help now!" AI schedules urgent consultation, sends document upload link, estimates extension if needed.”
New Business Owner
“LLC formed mid-year, confused about S-Corp election. AI asks revenue estimates, books advisory meeting, explains quarterly payments, collects EIN.”
Document Collection
“"I need to file my taxes." AI sends personalized checklist: W2 from employer, 1099-INT from bank, mortgage statement. Client uploads in 10 minutes.”
Home Office Question
“Remote worker asks: "Can I deduct home office?" AI explains requirements, simplified vs actual method, schedules CPA call if complex situation.”
Extension Request
“April 10th: "I won't make the deadline." AI explains extension gives until October 15th, collects payment estimate, files extension, schedules completion.”
Quarterly Estimates
“Freelancer with variable income. AI calculates quarterly estimates based on YTD earnings, sends reminders before Jan 15, Apr 15, Jun 15, Sep 15 deadlines.”
Tax Planning Session
“High earner asks about optimization in November. AI books year-end planning, explains Roth conversion, HSA contributions, schedules follow-up.”
IRS Notice
“"I got an IRS notice." AI collects notice details, categorizes urgency (CP2000 vs balance due), schedules urgent CPA review within 24 hours.”
Bookkeeping Setup
“New business needs monthly bookkeeping. AI explains software setup, bank feeds, expense categorization, schedules monthly reconciliation service.”
Why Accounting Firms Love Hyperleap AI
Survive Tax Season Without Burnout
AI handles routine intake and scheduling surge. Your team focuses on complex returns instead of answering phones.
Scale Without Seasonal Hires
Handle 2x more clients with same headcount. No need to hire temporary staff every January.
Capture Late-Night Leads
Taxpayers search "CPA near me" at 11 PM in March. Book them instantly instead of losing to competitors.
Smooth Off-Season Revenue
Year-round client engagement for planning, advisory, bookkeeping. Not just April rush.
Secure Document Handling
Bank-grade encryption for W2s, SSNs, financial docs. Compliant with data protection requirements.
Launch in 48 Hours
No technical expertise required. Upload your services and FAQs. AI starts booking consultations the same week.
Built for Every Type of Accounting Practice
Individual Tax Preparation
CPA firms handling 1040 returns, W2 employees, freelancers, rental property owners. Automate document collection and consultation booking.
Small Business Accounting
Firms serving S-Corps, partnerships, LLCs. Handle tax returns, quarterly estimates, bookkeeping, payroll tax compliance.
Full-Service CPA Firms
Comprehensive practices offering tax, audit, advisory, bookkeeping. Route clients to appropriate service lines automatically.
Simple Pricing for Accounting Firms
Start free, upgrade as you grow
Plus
For solo CPAs and bookkeepers
Key Features:
- 3,000 AI responses per month
- 1 chatbot
- Multi-channel deployment (4 channels)
- Instagram, WhatsApp, Facebook integration
- White-label branding
- Remove Hyperleap branding
- + 8 more features
Pro
For small accounting firms
Key Features:
- 12,000 AI responses per month
- 2 chatbots
- All channels deployment
- All Plus features
- 2 knowledge sources (50MB each)
- Custom notifications
- + 4 more features
Max
For large tax & accounting firms
Key Features:
- 30,000 AI responses per month
- 3 chatbots
- All channels deployment
- All Pro features
- 5 knowledge sources (50MB each)
- Unlimited team members
- + 4 more features
Free plan available: Start with 300 AI responses/month • See all plan details →
All paid plans include: Multi-channel deployment • Priority support
Why Accounting Firms Choose Hyperleap AI
Built for Accounting
Unlike generic chatbots, we understand tax deadlines, document types, and accounting terminology. Pre-trained on CPA firm scenarios.
Secure Document Handling
Bank-grade encryption for sensitive financial documents. Your clients' data is encrypted and never shared.
No Technical Skills Required
Add one line of code to your website. Connect social channels in 5 minutes. No developers or IT team needed.
Human Handoff When Needed
Complex tax situations, IRS audits, or upset clients get routed to your team with full conversation context.
Ready to Handle Tax Season Stress-Free?
Join accounting firms booking 4x more consultations with 24/7 AI. Get started free today—no credit card required.