Your team spends hours answering the same questions: “When will my return be ready?” “What documents do I need?” “How much do I owe?”
AI can handle most of these automatically.
Options for accounting firms:
- Email auto-responders — Use Gmail + ChatGPT via Zapier to draft responses to common client queries
- Client portal chatbots — TaxDome and Canopy both support automated client messaging
- SMS automation — Tools like TextExpander + AI templates for status updates
Sample FAQ topics your AI should handle:
- Document request lists by return type
- Estimated completion timelines
- Payment options and billing questions
- Extension filing status
Start by listing the 10 questions you answer most often. Draft AI responses for each. Route incoming emails through a classifier that detects the question type and sends the right response.
What are the top 3 questions your clients ask every week?