7 Best ManyChat Alternatives for CPA Firms

Chatfuel remains one of the most popular no‑code chatbot builders for Facebook Messenger, but its versatility extends to other platforms through integrations. It offers a visual flow builder that allows users to design conversational paths without coding, making it accessible for accounting practices that want to automate initial client intake or FAQ responses. Chatfuel’s native AI capabilities enable natural language understanding, while its integration with Zapier, Google Sheets, and custom webhooks allows the bot to pull in real‑time data such as tax rates or client account balances. For CPA firms, Chatfuel’s strengths lie in its ability to quickly set up a conversational interface that can triage client inquiries, schedule appointments, and provide basic tax guidance. The platform also supports broadcast messaging, useful for sending updates on tax deadlines or changes in regulation. Its pricing tiers include a free plan with limited features and a Pro plan at $15 per month, which unlocks advanced AI, increased broadcast limits, and more integrations. However, Chatfuel’s primary focus remains on Facebook Messenger, and while it supports other channels via integrations, the experience is not as seamless as dedicated multi‑channel solutions. Additionally, the platform does not provide built‑in persistent memory for anonymous visitors, and advanced knowledge base features are limited compared to AgentiveAIQ.

MobileMonkey is a comprehensive multi‑channel chatbot platform that supports Facebook Messenger, SMS, web chat, and even Instagram DM. Its visual chatbot builder allows users to create conversational flows without writing code, and its AI engine can understand intent and provide context‑aware responses. For CPA firms, MobileMonkey’s ability to deploy chatbots across multiple touchpoints—website, social media, and text messaging—makes it a powerful tool for capturing leads and providing instant answers to common tax questions. The platform offers robust automation features such as drip campaigns, scheduled broadcasts, and lead scoring, which can be tailored to nurture prospective clients and keep current clients informed about new services or regulatory updates. MobileMonkey also integrates with Google Sheets, HubSpot, and other CRMs via Zapier, enabling seamless data capture and follow‑up. Pricing includes a free tier with basic features and a Pro plan at $19 per month, which unlocks advanced AI, unlimited broadcasts, and additional integrations. While MobileMonkey excels at multi‑channel outreach, it does not provide a dedicated knowledge base or persistent memory for anonymous visitors. Its AI capabilities are solid but can require tuning for highly specialized accounting terminology. Nonetheless, for firms that need to engage clients across web, SMS, and social media, MobileMonkey offers a flexible and affordable solution.

Landbot offers a highly visual, drag‑and‑drop chatbot builder that transforms web forms into conversational experiences. Its user interface is especially appealing to CPA firms that want to replace traditional contact forms with interactive, guided chats that can capture essential client information—such as tax filing status, business type, or audit preferences—before a human representative steps in. Landbot’s strengths include its ability to integrate with Zapier, Google Sheets, and custom APIs, enabling the bot to pull in real‑time data like client tax filing histories or current regulatory deadlines. The platform also provides a knowledge base feature that allows you to upload FAQs and documents, which the bot can reference in real time, similar to a lightweight RAG system. Landbot’s pricing structure starts at $30 per month for the Starter plan, which includes up to 100 chats, and $80 per month for the Pro plan, which offers additional chats, integrations, and advanced features. However, Landbot’s knowledge base is not as sophisticated as a dual RAG + knowledge graph system, and the platform focuses primarily on web chat rather than multi‑channel support. Additionally, persistent memory is session‑based; users cannot log in to retain chat history across sessions. For CPA firms that rely heavily on web interactions and need a quick, visually engaging chatbot, Landbot provides a solid, cost‑effective option.

Tars is a conversational marketing platform focused on creating interactive chatbot forms that drive lead generation and data collection. Its visual builder allows users to design step‑by‑step flows without coding, making it a suitable tool for CPA firms that need to gather detailed client information—such as financial history, tax filing needs, or audit scope—before engaging a professional. Tars excels at funneling users into predefined paths and can integrate with CRMs like HubSpot, Salesforce, and Zapier. For accounting practices, this means the bot can automatically create a new contact, log the inquiry, and schedule a follow‑up meeting. The platform also offers a knowledge base feature where you can upload FAQs and have the bot reference them during conversations. Pricing begins at $49 per month for the Basic plan, which supports a limited number of chats and integrations, and scales up for larger teams. While Tars delivers efficient lead capture and CRM integration, it lacks advanced AI capabilities and does not provide persistent memory for anonymous visitors. Its knowledge base is relatively simple, and the platform does not support multi‑channel deployment beyond web chat. Nevertheless, for CPA firms that prioritize data collection and funnel management, Tars offers a straightforward, cost‑effective solution.

Intercom is a customer messaging platform that combines live chat, help desk, and marketing automation. Its conversational UI is designed to help businesses engage with visitors in real time, provide instant support, and nurture leads. For CPA firms, Intercom can be used to answer common tax questions, schedule appointments, and route complex inquiries to human advisors. Intercom’s strengths include its robust ticketing system, AI‑powered chatbots, and integration with major CRMs and marketing tools. The platform allows you to set up bots that can answer FAQs, gather preliminary client information, and forward tickets to the appropriate team member. Intercom also offers webhooks, Zapier integration, and a knowledge base that can be indexed for quick reference. Pricing starts at $39 per month for the Standard plan, which includes chat, bots, and basic automation, and scales up for advanced features. However, Intercom’s pricing can become steep for small firms, and the platform’s focus on live chat can be overwhelming for users who only need a simple FAQ bot. Additionally, Intercom does not provide persistent memory for anonymous visitors and its AI capabilities are more suited for general customer support rather than specialized accounting queries.

HubSpot offers a free chatbot builder that is tightly integrated with its CRM, marketing, and sales tools. Designed to capture leads and answer common queries, HubSpot’s chatbot can be embedded on a website and configured through a visual editor. For CPA firms, the chatbot can pull client data from the CRM, schedule meetings, or provide basic tax information. Because it is part of the HubSpot ecosystem, the bot can automatically log conversations, create tickets, and trigger follow‑up emails. The free tier is ideal for small practices with limited budgets, while the Starter plan begins at $50 per month and unlocks advanced personalization and chatbot actions. HubSpot’s knowledge base feature allows you to upload FAQs and articles, which the bot can reference during conversations, enhancing its ability to provide accurate answers. However, the platform’s AI is relatively simple, and it does not offer persistent memory for anonymous visitors beyond the session. The chatbot also lacks advanced analytics and is primarily web‑centric. For CPA firms that already use HubSpot for marketing or CRM, adding a chatbot can streamline client intake and support without additional integration overhead.