Accounting & Tax Client Intake Chatbot
Onboard new clients and answer routine tax questions. Vatoo collects intake details, routes by service, and frees up your advisors.
Step 01 · Trigger
"new client" or service question
Step 02 · Knowledge base
answer routine questions
Step 03 · Form
client and service details
Step 04 · Condition
branch by service type
Step 05 · Webhook
send to practice-management system
From the problem
to the fix
Accounting firms lose billable time to repetitive client questions and manual intake.
New-client onboarding is slow and inconsistent.
An accounting persona answers routine questions from a knowledge base, the Flow Engine runs client intake through Smart Forms, branches by service type (personal, business, tax), and fires a webhook to the practice-management system.
5 steps,
with clear handoffs
01 · Trigger
"new client" or service question
02 · Knowledge base
answer routine questions
03 · Form
client and service details
04 · Condition
branch by service type
05 · Webhook
send to practice-management system
What changes
in your workflow
Billable time
Protected
With configured workflowsIntake
Structured
With configured workflowsOnboarding speed
Faster
With configured workflowsRouting
By service type
With configured workflowsBuilt on Vatoo's engines
Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.
This works in two directions. As a public-facing agent it engages prospects and customers directly on your website or app; as an internal tool it answers staff questions and runs intake against internal systems. The same engines power both, and which direction you deploy depends only on which knowledge sources and systems you connect.
Workflow overviewRead more
Accounting & Tax Client Intake Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. Accounting firms lose billable time to repetitive client questions and manual intake. New-client onboarding is slow and inconsistent. With Vatoo, an accounting persona answers routine questions from a knowledge base, the Flow Engine runs client intake through Smart Forms, branches by service type (personal, business, tax), and fires a webhook to the practice-management system.
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