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Professional services
Accounting websites get a spike of questions before every deadline. Chatdek explains your services and onboarding from your information, collects new client details and routes anything that is advice to your team.
Accountants and BookkeAI
Online - Replies instantly
10:24 AM
Powered by Chatdek
Audience
Built for accounting firms, bookkeepers and tax advisers that win clients through their website.
Answers
24/7
Booking
Pro and above
Languages
16
What it handles
Setup
Part 1 of 3
Add your services, fees, onboarding steps, deadlines you help with and the documents clients should bring to the knowledge base.
Part 2 of 3
Set the assistant's tone and add topics to avoid, such as tax, accounting or financial advice.
Part 3 of 3
Paste the install snippet on your website. Visitors ask questions in the chat, and your team picks up anything that needs a person.
Examples
The same questions flood in each season. The assistant answers them and sorts real inquiries.
New clients ask what to bring and get your checklist.
A visitor asks how switching works and leaves details for a call.
A conversation, start to finish
Accountants and BookkeAI
Online - Replies instantly
10:24 AM
10:25 AM
Powered by Chatdek
In depth
Many visitors cannot tell which service they need. Describe bookkeeping, payroll, tax returns and advisory in plain language, with who each is for, how onboarding works and what documents you ask for.
Collect name, business type, service interest and contact details as a lead with custom fields. Staff see the conversation and send a checklist and quote. On Pro and above, prospects can book a call from open slots.
Set the assistant to avoid tax and legal advice, and to say so when asked. It can explain deadlines you publish and what documents to gather, then hand over to a person. Ask visitors not to share account numbers or tax identifiers in the chat.
Updated October 2026
Example: a deadline-week question
Illustrative conversation, not a real customer.
Questions
Yes, for services, onboarding, deadlines you publish and new client intake. Not for personal tax advice.
No. You set it to decline advice and hand those questions to your team.
Yes, on Pro and above, from open slots.
Visitors can upload common photo and document types in the chat on plans that include file uploads. Ask clients not to send sensitive identifiers.
Yes. It answers repeated questions about deadlines and checklists so your team can concentrate on filings.
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