AI chatbot
for tax advisors
Client FAQ, appointments and document checklists — answered 24/7, GDPR-compliant, confidentiality protected.
Recurring client questions in peak season
From March to July (and December again) every client calls with the same questions on deadlines and documents. Assistants and tax advisors spend hours on the same explanations while complex mandates wait.
FAQ chatbot for clients
WebChatAgent learns from your firm documents (checklists, deadline overviews, service descriptions) and answers standard questions automatically. Hosting in Germany, DPA — compatible with professional confidentiality rules.
Client questions the bot clears automatically
Deadlines & key dates
When is the VAT pre-declaration due? — answered correctly.
Document checklists
Which receipts are needed for each declaration type?
Appointments & meeting slots
Direct link to Google Calendar booking.
Fee guidance
Standard fee schedules, flat rates, advance billing.
Client-portal access
Link and guide to document upload / portal login.
Escalation for urgent cases
Critical deadlines (tax office deadline today) are auto-routed to the partner.
Measurable gains for accounting firms
Standard phone calls
FAQ routed 24/7 via the bot.
Free time per week
Advisors can focus on complex mandates.
GDPR-compliant
Hosted in Germany, DPA, no third country.
Common questions
Yes. Hosting in Germany, no training use of your data for external LLMs, DPA available.