AI Chatbot for Accountants and CPAs
Envoy is AI chatbot trained on your website, tuned to answer the questions accountants & cpas actually get asked. Turn every website visitor into a booked appointment — even after hours.
of accounting firm customers buy from whichever business responds first.
The problems every accounting firm runs into
Tax-season calls overwhelm the team — most are the same 10 FAQs.
Small business leads shop three firms before picking one — the first to respond usually wins.
Bookkeeping vs tax service confusion stalls every new-client intake.
Questions accountants & cpas get — answered instantly
Envoy reads every page of your website and answers questions like these on your behalf. No training data to upload. No scripts to write.
“Do you handle personal and business taxes?”
“How much do you charge for bookkeeping?”
“Can you file back taxes?”
“Do you offer virtual consultations?”
“Do you work with my state?”
“Are you enrolled agents or CPAs?”
Built for the way accountants & cpas actually work
- Answers the exact questions your accounting firm gets — in 40+ languages, 24/7.
- Captures visitor name, email, and phone automatically — straight into your inbox.
- Learns from your website content. No training data to upload. Live in 5 minutes.
- Escalates to a real person when it hits its limits. Every conversation becomes a lead.
Start converting more visitors today
Set up Envoy for your accounting firm in under 5 minutes. 30-day money-back guarantee.