AI Agent for Accounting firms
Handle client intake and bookkeeping questions on WhatsApp, Instagram, and website chat without drowning your team in DMs. Collect documents, explain services, and book consultations while prospects are still comparing firms.
Start with a free trial, no credit card required.
Client Intake
AI online
bank-statements-q4.pdf
Voice note
0:17
Dale a tu equipo un lugar único para trabajar, y brinda a los clientes respuestas rápidas que se sienten humanas y consistentes.
Integra WhatsApp, Instagram y chat web en una bandeja de entrada compartida. Dirige las conversaciones a los miembros del equipo con claridad, para que nada se pase por alto y cada transferencia se mantenga responsable.
Los clientes envían capturas de pantalla, notas de voz y documentos. Tu IA comprende todo el contexto y responde al instante, para que tu equipo pueda centrarse en los casos excepcionales que importan.
Soporta a los clientes en su idioma preferido con un tono consistente y respuestas precisas. Expande globalmente sin aumentar el número de empleados.
Automate lead qualification and support across WhatsApp, Instagram, and website chat so your team can focus on high-value conversations.
Tax season and year-end close bring repeating questions about catch-up bookkeeping, payroll setup, and what documents you need. CXWizard answers on WhatsApp, Instagram Messenger, and website chat and your website so accountants focus on filings and advisory work, not the same intake messages.
Small business owners message several firms when they need help fast. Reply in minutes with service fit clarified, basic qualification done, and onboarding calls scheduled so your firm feels responsive and organized.
Referrals and local ads convert when every inquiry gets a clear first response. CXWizard explains your packages, collects entity type and revenue range, and books discovery calls while owners are still shortlisting accountants on WhatsApp, Instagram Messenger, and website chat.
Deja de cambiar entre aplicaciones. Cada conversación llega a una bandeja de entrada compartida con historial completo, etiquetas y claros traspasos para tu equipo.
Los chatbots tradicionales necesitan constructores de flujos complejos y no pueden realmente entender a tus clientes. CXWizard utiliza tecnología avanzada de agentes de IA que piensa, entiende y responde de forma natural.
Los chatbots tradicionales se basan en la coincidencia de palabras clave y flujos de automatización preconstruidos. CXWizard utiliza IA que realmente entiende tu negocio y las necesidades únicas de cada cliente.
Integra con tus herramientas favoritas, tu API, CRM o un servicio externo
How accounting firms use CXWizard for client intake and support on WhatsApp, Instagram, and website chat.
Prospects ask whether you handle S-Corps, catch-up books, payroll, or monthly advisory. CXWizard answers from your service menu, collects revenue stage and software used, and schedules onboarding calls so your team reviews qualified leads, not vague maybes.
Accounting intake includes bank CSVs, prior return PDFs, and voice notes about messy books. CXWizard handles that multimodal flow and escalates when someone needs a CPA review, not a scripted FAQ loop.
Plans start at $40/month with a 14-day free trial. One additional monthly bookkeeping or advisory client from faster WhatsApp follow-up typically covers the subscription many times over.
Complex multi-entity structures, audit support, or tax positions that need professional judgement go to your team with documents, entity details, and chat history already in the inbox.
No. Train the agent on your services, onboarding checklist, and firm tone so replies feel trustworthy, not like a generic accounting chatbot.
