Chatbot for Tax Preparation Services
A chatbot for tax preparation services that captures new clients while you’re buried in returns during tax season.
Over 161 million individual tax returns are filed in the U.S. each year. When taxpayers search for professional help, ClevrBot answers their questions and captures leads during your busiest months.
Source: IRS Data Book
See It In Action
A taxpayer asks about filing costs. ClevrBot answers from your site and captures their contact info.
Tax Season Clients Don’t Wait for a Callback
Leads contacted within 5 minutes are 21x more likely to qualify than leads contacted after 30 minutes. During tax season, the first preparer to respond wins the client.
Source: MIT Lead Response Management Study
The February scramble
Someone just received their W-2 and wants professional help with their taxes for the first time. They’re comparing preparers on a weeknight, looking at pricing and reviews.
- Found your firm through Google or a coworker’s recommendation
- Want to know what tax preparation costs
- Have questions about deductions and business income
- Ready to book an appointment if the price is right
The difference ClevrBot makes
Without ClevrBot:
- Browse your site but can’t find pricing
- Call during tax season and wait on hold
- Book with a preparer who answered faster
- You miss a new client during your peak season
With ClevrBot:
- Ask about pricing: instant ranges from your service pages
- Check services: individual, business, and specialty returns from your site
- Feel confident in your expertise
- Share their name and phone number to schedule an appointment
Your Pages Become Instant Answers
ClevrBot reads your existing website and uses it to answer visitor questions.
Services & Pricing
Individual, business, and specialty tax services answered from your pages
“Do you handle LLC tax returns?”
“What documents do I need to bring?”
Deadlines & Process
Filing deadlines, extension options, and what to expect answered instantly
“When is the filing deadline?”
“Can you file an extension for me?”
Lead Capture
Every conversation ends with a name and contact info you can follow up on
“Can I schedule a tax appointment?”
“I haven’t filed in two years, can you help?”
How It Works
Install the Plugin
Works with any WordPress theme.
Select Your Content
Choose which pages to index.
Start Capturing Leads
Answer questions 24/7.
Chatbots for Related Industries
ClevrBot works across industries. See how it helps businesses like yours.
Start Capturing Tax Preparation Leads Today
100 free messages. No credit card required.