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AI chat for accounting firms

A client intake assistant
that answers from your material

A founder worrying about a filing deadline compares firms in the evening. SellerChat answers their questions, works out
which service they need and records a request for a consultation.

An accounting office desk in the evening with a laptop, a conversation open on the firm's website
The first conversation on your site

Take an inquiry through to a clear next step

Instead of a static form, SellerChat holds a real conversation, gathers the details the partners need to size up the work, and hands the conversation over, answering only from your own content.

Works out the service

Asks whether they need bookkeeping, tax, payroll or audit, along with the entity type and the size of the business, so that the inquiry is ready to be priced.

Answers from your content

Explains your services and your process from your own pages. Where the material has no data, it is built to say so plainly.

Records the onboarding request

Gathers the details and the contact information and hands your team a ready request for a consultation.

Assistant on your website Service page
Widget: Looking at this service? Tell me what you need to solve and I will walk you through where most people start.
08.09.2026 09:37:42
Visitor: How much does it cost?
08.09.2026 09:38:09
Widget: The price depends on the scope, so a sales rep will give you the exact figure. Tell me about the project and I will pass it along with your question.
08.09.2026 09:38:18
Why accounting firms use SellerChat

Answer first,
win the client

Someone looking for an accountant asks several firms and stays with the one that engaged them first. The conversation answers from your material, clarifies the situation and hands over a request for a consultation. The widget gives no specific tax advice, and difficult cases go to an accountant.

How it works

From an inquiry
to a consultation request

No separate implementation project is needed. You gather the material, paste one line of code onto your pages, and the conversation starts answering from that material.

Give it your services

It studies your services, your process and your FAQ, the answers your team gives every day.

Paste the snippet

One line of code on your pages. You do not have to rebuild the site.

It clarifies the task

Clients get an answer without waiting for a team member, and the chat records the service needed, the entity type and the size of the business.

You get consultation requests

The conversation reaches your team with its context: what the person asked, what has already been explained and what is still unknown.

Why SellerChat

Practical value
for accounting firms

A visitor's question comes up before they are ready to leave contact details. The conversation answers it from your material, and everything else goes to a team member.

Answers only from your content, with no invented tax advice
Records the service needed, the entity type and the size of the business
Hands your team a ready consultation request

Put an AI chat on your accounting firm website

Create an account, point SellerChat at your own content, and the conversation will start where the visitor is now, while your team gets it with the context.

FAQ

Common questions

How the chat works out what is needed, what it records and when it brings in an accountant.

  • Does it give tax advice?

    No, it answers only from your service pages and your FAQ. The widget gives no specific tax advice and passes difficult cases to an accountant.

  • What does it record?

    The service needed, the entity type, the size of the business and contact details, everything the partners need to size up the work and take the client on.

  • What is needed to launch?

    A website address, a confirmed email, material for the knowledge base and one line of code on your pages. The ready code appears in your client account together with the estimate.

What the widget stays quiet about here

In this field a wrong answer costs more than no answer at all. The list of subjects you mark as going to a person usually looks like this.

Tax advice

How to calculate a tax, what counts as a deductible expense and which treatment to choose is an accountant's answer, not a conversation on a website.

Assessing consequences

The widget does not speculate about audit risk or about how a decision will turn out.

The cost of your services

The price depends on transaction volume and on the tax treatment, so a person names it.

Working with client documents

Source documents and statements are not discussed in a conversation on the website.

In other people's words

On customers, conversation and machines