An AI chatbot on your tax practice website answers every question automatically — pricing, what to bring, deadlines, service scope — at any hour. So new clients reach out and existing clients get answers without interrupting your workflow during the weeks it matters most.
Tax season creates a narrow window where every missed call is a lost client. A chatbot answers document questions, availability, and pricing so no lead walks to the big chains.
Why tax practices lose clients during their busiest season
February through April, every call comes at once. New clients want pricing. Existing clients ask about documents. People want to know about extensions. You're head-down on a complex business return and every interruption costs you real concentration.
How much do you charge for a 1040? Do you handle self-employed? What do I need to bring? How long does it take? Can I drop off my documents? Do you do extensions? Can you file in multiple states? These questions come before every engagement — and they're all answerable without you.
A business owner thinks about changing their tax preparer in August. They find your website, have questions about bookkeeping services and quarterly estimates, and can't reach anyone. They keep their current preparer. Your off-season is when client loyalty is won — and you're not there.
"When's the deadline?" "Can I still file an extension?" "I got a notice from the IRS — what do I do?" These calls spike in April and October. A chatbot handles the first layer of every deadline and document question so your phone stays manageable during peak crunch.
How it works
Pricing for different return types, what documents to bring, your turnaround time, whether you handle their specific situation (self-employed, rental income, multiple states, small business) — the chatbot knows what you've shared and guides every visitor toward contacting you for an appointment or drop-off.
"Individual 1040s with a Schedule C for self-employment start at $275. You'll want to bring your 1099s, business expense records, and last year's return. We're booking 2–3 weeks out right now. Want me to take your name and number so we can call you back?" Answered at 11pm in January. Automatically.
The client who talked to the chatbot already knows what to bring, what your pricing looks like, and what to expect. The appointment is efficient from the first minute instead of an orientation session.
The math
Individual returns bring in solid revenue per year. Small business clients — the ones asking about S-corps, bookkeeping, and quarterly estimates in August — bring in far more. If the chatbot captures one additional business client per off-season who found your website and got answers before giving up, the annual revenue impact can cover the cost of the plan many times over. And that client likely sticks around for years.
Front Office plans
Every plan is $297 to set up, then monthly. Month-to-month, cancel any time. Buy online, fill out one form, and see your preview within 5 business days. No sales call.
What the receptionist doesn't do: it doesn't book appointments, quote prices or connect to calendars or CRMs. It takes the caller's details so you can call back.
Cancelling and refunds:cancel any time and you aren't billed again; there are no partial-month refunds. The setup fee is returned only if you cancel before you submit the intake form. If we don't deliver what the terms describe, tell us within 30 days of the charge and we fix it, or refund the affected charge if we can't. Read the refund policy and plan terms before you buy.
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Pricing for different return types (1040, Schedule C, S-corps, partnerships), what documents clients need to bring, your turnaround time during peak season, extension deadlines, and whether you handle specific situations (rental income, crypto, multi-state). You configure what it knows.
Partly. When a prospective client is ready to move forward, the chatbot takes their name and contact info and can point them to your scheduling link, and the details are emailed to you. It doesn't check availability or book appointments itself; you confirm the time.
The chatbot handles the first layer — confirming that you assist with IRS correspondence and communications, and taking the caller's name and number so you can call back. It doesn't provide tax advice or IRS resolution answers directly; it routes those to you.
Yes. If you offer bookkeeping, payroll, or quarterly estimates, the chatbot explains those services and captures leads year-round — not just during tax season. Off-season service inquiries are often your highest-LTV new clients.
One plan, Front Office: $297 one-time setup, then $99/month for the website, $179 with the AI chat, or $249 with the AI receptionist too (300 answered minutes a month, no overage fees). Month-to-month, cancel any time.
Preview within 5 business days of your completed intake form. $297 one-time setup, then month-to-month. Cancel any time.
Matt Henry · Anchor Co AI · Pacific, MO
See it before you buy it
No slideshow, no actor. A screen recording of our own assistant handling the two questions every owner asks: what happens to the 9pm call I miss, and will it invent things about my business.
Real answers from our live demo bot — unscripted, recorded on this site.
Visitor: I run an HVAC company. A customer calls at 9pm and I can't pick up — what happens?
Anchor Co AI: Right now? They hit voicemail and you've lost them to whoever picks up first. With our chatbot, they hit your website at 9pm, ask “Do you do emergency service?” or “Are you licensed in my county?” — and get an instant answer. The bot captures their name, number, and address. You wake up to a lead instead of a missed call. That's the whole thing: your customers get answers 24/7, you only deal with the calls that actually need you, and you're not losing jobs to competitors who answer faster. Since you're in HVAC, the bot can handle all the common questions — licensing by county, service area, whether you do emergency calls, minimum job size, how long estimates take. You train it on your website in about 10 minutes, and it goes live in an afternoon. Want to try it? You can start free at anchorcoai.com/signup — no credit card required. Test it on your actual website for 14 days and see if it captures leads you would've missed.
Visitor: Will it make stuff up about my business?
Anchor Co AI: No. The bot only answers from what you've given it — your website content, your FAQs, pricing, service areas, whatever you add. If a question falls outside that (something the bot doesn't know), it's honest about it. Instead of guessing, it says “I don't have that info” and asks for their name and contact details so you can follow up personally. It won't make up licensing claims, pricing, or service details. That's the safeguard. Your bot is only as smart as the information you feed it — which means you stay in control of what it says about your business. Honestly the easiest way to see if it works for your business is to just try it. Free plan, no card. anchorcoai.com/signup
Not ready to buy? Run a free 15-second audit of your site — no email required.
Every customer who hits voicemail is a missed job. Your bot answers them in 60 seconds.
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