Chatbot for Accounting & Tax Prep
Capture more clients during tax season and beyond
Mika answers questions about your services, specialties, and process. When a visitor needs help, Mika captures their situation and sends you a qualified lead so you can follow up with the right solution.
The Problem
Sound familiar? These are the leads you are losing right now.
Tax season hits and your phone is on fire. You are in meetings with clients all day and cannot take new calls. Voicemails pile up and half the callers find another accountant.
Outside of tax season, potential clients visit your site looking for bookkeeping or advisory services. Your site says 'Call us.' They are not ready to call yet, so they leave.
New client inquiries are vague. 'I need help with my taxes.' You call back and spend 20 minutes figuring out if they need personal, business, or both before you can even discuss pricing.
“During tax season, the accountant who responds first wins the client. The rest of the year, the one who makes it easiest to ask a question does.”
Built-in Compliance Disclaimer
Mika includes a built-in compliance disclaimer that visitors accept before chatting, making it clear the conversation is informational only and does not constitute financial or tax advice.
Why Accounting & Tax Prep Need a Chatbot
Handle the tax season surge
January through April, your phone rings nonstop. Mika handles the overflow on your website, capturing leads and answering common questions so nothing slips through.
Answer service questions upfront
Visitors want to know if you handle their situation (small business, personal, back taxes, bookkeeping) before they call. Mika provides clear answers.
Qualify leads by service type
Mika asks about the visitor's tax situation, business type, and what they need. You get a pre-qualified lead instead of a vague 'I need an accountant' message.
Serve every taxpayer
Mika responds in English or Spanish, helping you capture clients from your entire community, especially during the tax season rush.
Before Mika vs. After Mika
Real scenarios that happen every day on your website.
Without Mika
A small business owner realizes they need an accountant in February. They visit your site at 10pm, see a contact form, and decide to search more tomorrow. They forget.
With Mika
Mika asks about their business type, revenue range, and current tax situation, then captures their info for a next-day consultation.
Without Mika
A freelancer needs help with estimated taxes but does not know if you handle freelance clients. They call, you are in a meeting, they hang up and Google another firm.
With Mika
Mika confirms you work with freelancers, explains your quarterly filing services, and captures their income situation and contact info.
Without Mika
A Spanish-speaking family needs personal tax prep. Your English-only site makes them unsure if you can communicate with them. They find a bilingual preparer instead.
With Mika
Mika greets them in Spanish, explains your personal tax prep pricing, and books them for an appointment.
What Visitors Ask
These are real questions Mika handles for accounting & tax prep every day.
Real-World Scenarios
A small business owner asks about quarterly tax filing at 9pm and Mika captures their business type and current situation
A freelancer asks about estimated taxes and Mika explains your services, then captures their income range and needs
A Spanish-speaking family asks about personal tax prep and Mika responds in Spanish with your pricing and process
Frequently Asked Questions
Can Mika provide tax advice?
No. Mika shares general information about your services, specialties, and process. It never provides tax advice, financial opinions, or filing recommendations. It focuses on connecting visitors with your team.
How does Mika handle the tax season rush?
Mika is available 24/7 and can handle unlimited conversations simultaneously. During tax season, it captures every inquiry from your website so your team can focus on client work and follow up systematically.
What if we offer services beyond tax prep?
Mika knows your full service menu. Whether you offer bookkeeping, payroll, advisory, or audit services, Mika can explain each and match visitors to the right offering.
How does this chatbot for accountants handle confidential information?
Mika collects only enough information to qualify the lead (service type, business type, general situation). It never asks for Social Security numbers, financial records, or sensitive tax data. All detailed information is shared directly with your team.
Car Dealership?
Mika connects to your live vehicle inventory, shows photo cards in chat, and books test drives 24/7. Dedicated dealership plans with full onboarding included.
Starting from $350/mo — 1 month free trial
From the Blog
Why Contact Forms Fail Accounting & Tax Prep
81% of visitors abandon web forms before submitting. Learn why the contact form is holding your business back and what to do instead.
Read: The Contact Form Is Dead →Ready to capture more leads from your website?
Mika is live on your site in under an hour. Start free.