Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Webchat for Accounting & Tax Firms. The AI chatbot for accounting firms that books consultations

AI Webchat is an AI chatbot for accounting firms that answers website visitors by text or voice, in their language, from your own pages and approved answers only. It explains your services and how to become a client, opens the page it is talking about, books the consultation inside the chat and passes every tax question to your team.

TRY AI WEBCHAT FREENo credit card · Ready in 2 minutes

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Webchat · Answers

AI chatbot for accounting firms: the reply written as it arrives, taken from the firm's own pages, real Zanus AI screen

Answers

She greets each visitor by the page they are reading and writes the answer from your own site and knowledge, never a guess.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“When a visitor asks a tax question, offer a consultation instead of answering.”

Lisa“Tax questions in the chat get your preparer line and a consultation offer, never an answer. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Accounting & Tax Firms use it

A visitor on your bookkeeping page asks whether you work with restaurants; the chat answers from that page and books a call.

At 11 PM a visitor asks if her car is deductible; as a chatbot for tax preparers, it says a preparer must answer and offers a consultation.

A visitor asks in Vietnamese how a first appointment works; the answer comes in Vietnamese with your new-client page opened.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Text and voice in one widget on your site, the visitor types or talks; the AI answers in their language
Knows the page the visitor is on and answers from your pages, files, prices and rules
Shows pictures and product screens while it talks; opens the right page of your site and continues there
Captures the lead with a verified e-mail; books appointments from your live calendar; offers your AI Demo
Your people take over any chat live in one click, with the context, not a transcript to read
Instant barge-in: the visitor interrupts and the AI stops; echo and background noise filtered
Optional AI Avatar: the same assistant with a face that talks
Every conversation on the customer's record; chat analytics per page and topic; sessions exportable
Installs with one line on any site, Shopify, WordPress, custom; the widget is yours to brand

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Webchat does, for every business ›

Works withAI Booking AI Avatar AI Demo AI Quoting AI Tickets AI Returns & Warranty AI CRM

On your website

What the website chatbot for CPA firms answers

Services and fit

Do you do payroll, multi-state returns or restaurant bookkeeping? Answered from your service pages, with the right page opened beside the answer.

How to start

What to gather before a first appointment and how an engagement begins, from your approved new-client text, by text or by voice.

Book a consultation

With AI Booking added, the chat books the consultation into a free slot while the visitor is still there, verified before it enters the book.

Leaving without booking

A visitor who goes quiet can receive a summary of the conversation by e-mail with your new-client page, the address verified and the lead passed to your team.

Set-up

An AI chatbot for accounting firm website visitors in 2 minutes

Lisa reads your site

Lisa reads your pages, names them, finds the pictures she may show and asks how the firm wants visitors greeted.

One line in the theme

Paste the script once; the status strip says installed as soon as a visitor opens a page of the firm's site.

Your words and look

Tell Lisa the button label, the tagline, the colors and the greeting; she shows the before and after and applies them on your yes.

A week of real visitors

Run it free for 7 days with no credit card and read each session it answered on your site, with its outcome.

Questions & answers

AI Webchat for Accounting & Tax Firms: questions & answers

Can a chatbot on an accounting firm's website answer tax questions?

No, and it says so politely. It answers questions about your firm, such as services, offices, hours and how to start, from your approved pages. A question about a deduction, a refund or a specific return gets a consultation offer or goes to your team.

How does the chatbot get onto our firm's website?

Your webmaster pastes one line of code into the site theme once, and every page of the firm's site, from the services list to the contact page, gets the AI chat widget for accounting firms in your colors. The chat page then shows it installed, with the last time a visitor opened it.

What happens when a visitor asks for a person?

The request lands in the mail queue that needs a person, or becomes a client request, with the whole conversation attached. Someone at the firm picks it up with everything the visitor already said, so nobody asks the same thing twice.

Which languages does the chatbot speak?

40 languages. Her opening lines are written once in your language and shown in the visitor's, and for the languages that have the choice she addresses visitors formally, the tone most people expect from a CPA firm.

Can we see what visitors asked the chat?

Yes. The website chat page shows sessions live and what each one produced: an answer, a lead, a consultation request or a client request. Search every session by e-mail or message text and export the list for the partners.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.