Callback Scheduling for Accountants on WhatsApp
Your accounting firm loses work every time a WhatsApp goes unanswered. Our AI assistant books a callback at a time that suits the customer — instantly, 24/7 — so clients with tax questions always get a reply, and every interaction lands in your dashboard and Google Sheet.
Why accountants use it
Callback Scheduling, handled automatically
Callback Scheduling
The bot books a callback at a time that suits the customer for your accounting firm, in your brand's voice.
Instant & accurate
Answers clients with tax questions in seconds using your real prices and policies — no guesswork.
Logged automatically
Every message and outcome is saved to your dashboard and Google Sheet.
How it works
Live in three steps
Link your number
Scan a QR to connect the WhatsApp number your clients with tax questions already message.
Add your details
Enter what your accounting firm offers, prices and policies, and how the bot should behave.
It books a callback at a time that suits the customer
Every message is handled automatically and recorded for you.
Bring Callback Scheduling to your accounting firm
Start now or ask for a quick demo — on WhatsApp.
FAQ
Questions, answered
The AI reads each WhatsApp message from clients with tax questions, understands the request, and books a callback at a time that suits the customer — using the services, pricing and policies you set. Every interaction is saved to your dashboard and Google Sheet.
No. You keep your existing number and link it by scanning a QR code.
Yes — create users under your accounting firm's account so staff can manage conversations and your API.
It tells the customer a team member will follow up and flags the chat for you.
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