Guides
What an accounting firm's website chatbot should answer (and what it shouldn't)
A copyable question map for CPA and EA firm website chatbots: which prospect questions to answer, what to leave for your team, and how to set it up.
Short answer: an accounting firm's website chatbot should answer the questions prospects ask before they become clients — which services you offer, who you work with, how onboarding works, and where existing clients should go — using only content your firm has approved. It should not give individual tax or accounting advice. Below is a copyable question map you can use with any chatbot, including ChatMySite.
The 12 questions prospects ask before they book
Most first contacts with a small firm are some version of "can you help someone like me?" Group them like this:
Services
- Do you do bookkeeping as well as tax preparation?
- Do you work with small businesses, individuals, or both?
- Do you handle the situations your firm lists?
- Do you offer year-round advisory or only tax season?
Fit and process
- How do I become a client?
- Do you offer an introductory consultation?
- What documents should I have ready?
- Do you work with clients outside our city/state? (only if your site says so)
Practical
- How are fees structured? (only what you publish)
- What are your hours / deadlines?
- I'm an existing client — where's the portal?
- How do I reach a person?
Unique proof: the firm chatbot question map (copy this)
| Visitor question | Page that answers it | Approved one-line answer | Next step |
|---|---|---|---|
| Bookkeeping and tax? | /services | "We provide your listed services." | Service page |
| Who do you serve? | /about or /who-we-serve | "The client types you list." | Consultation request |
| How do I become a client? | /get-started | "Your published steps." | Intake form / booking link |
| Existing client? | /portal | "Use the client portal." | Portal link |
| Specific tax question | — | "That depends on your situation; our team can review it." | Consultation request |
Fill one row per question. Any row without a page is a gap on your website, not just in the chatbot.
What to keep out: the advice boundary
| Answer | Don't answer |
|---|---|
| What services you offer | Whether a deduction applies to this visitor |
| Who you work with | Estimated refunds or liabilities |
| How onboarding works | Filing positions or entity recommendations |
| Where the portal/contact form is | Anything not on your approved content |
ChatMySite answers from your public pages plus business information you review and approve, and guides visitors to your existing pages and forms.
Prepare your approved content (checklist)
- Service list with one plain-language sentence each
- Client types you serve (and don't)
- Onboarding steps and consultation link
- Client portal and contact URLs
- Hours and seasonal deadlines you publish
Voice or text?
Visitors can choose either. Voice is useful for prospects who'd rather ask than browse; text suits visitors at work. Both draw on the same approved information. ChatMySite also supports multiple languages and can switch mid-conversation.
Setup in three steps
- Share your website — ChatMySite reads your public pages and organizes services, client types and onboarding steps.
- Review what it knows — approve service descriptions, add anything missing, choose the concierge's tone.
- Copy one small script and add it to your site's shared layout, or through your site builder. Your existing pages stay where they are. Watch the 88-second demo to see setup end to end.
What it costs
Your first 20 sessions are free (up to 5 minutes each, no credit card). Paid packs: Starter $70 / 20 conversations, Advanced $120 / 50, Pro $220 / 100, or Custom. Paid sessions run up to 30 minutes and include voice and text, integrations, branding and Insights. Packs have no scheduled expiration. See pricing.
FAQ
Will the chatbot give tax advice to my prospects?
It's designed to answer from the content you approve and guide visitors to your pages and forms. Keep individualized advice out of your approved content and route those questions to a consultation.
Do I need to rebuild my firm's website?
No. You add one script; your existing pages stay where they are.
Can existing clients use it?
Yes — point it to your published client portal or contact page.
Does it work in Spanish or other languages?
ChatMySite supports multiple languages natively, and visitors can ask it to switch.
Can it book consultations?
It guides visitors to the consultation request or booking page you already publish, so they can take the next step in your existing process.
Learn more about ChatMySite for CPAs and enrolled agents or browse all professional services.
Try it on your firm's site
Add your website — see what ChatMySite learns from your pages. 20 free sessions, no card required.