Best 7 Consultation Booking Bots for CPA Firms

TaxGPT is an AI‑powered tax assistant designed specifically for tax professionals and businesses. Leveraging a large language model fine‑tuned on tax regulations and client data, the platform offers a conversational interface that can answer complex tax questions, draft memos, and analyze financial scenarios. Users can access the bot via a web-based chat window or integrate it into their practice management software through an API. TaxGPT’s key differentiator is its state‑of‑the‑art knowledge‑graph that maps tax statutes, forms, and filing deadlines, enabling the bot to provide precise, citation‑ready responses. In addition to question‑answering, the tool can generate client emails, produce tax return summaries, and even assist in audit preparation. The platform is compliant with data‑privacy standards and offers role‑based access controls so that only authorized staff can retrieve sensitive client information. Pricing is tiered, starting with a free trial that includes 500 queries per month. Paid plans begin at $99/month for up to 5,000 queries and scale to $499/month for 50,000 queries, with additional enterprise options available on request.

Future Firm is a cloud‑based practice management platform tailored for accounting and tax firms. While its core offering focuses on workflow automation, client portals, and document management, it also includes a built‑in AI chatbot that helps schedule consultations, triage client inquiries, and collect basic information before the first meeting. The chatbot is powered by a modular prompt engine that can be customized through a simple interface, allowing firms to align the bot’s tone and style with their brand. Future Firm’s chat widget can be embedded on the firm’s website and is responsive across devices. The platform offers a free trial and a subscription plan starting at $99 per user per month, which includes full access to the chatbot and all other practice‑management features. Future Firm also integrates with popular accounting software such as QuickBooks Online and Xero, providing a single‑pane view of client data.

HubSpot offers a free chatbot builder as part of its broader inbound marketing and CRM platform. The bot can be deployed on a website, LinkedIn, or Facebook, and is designed to qualify leads, schedule meetings, and collect contact information. Users can set up conversational flows using a visual editor, add quick‑reply buttons, and set up follow‑up tasks in HubSpot’s CRM. The chatbot is tightly integrated with HubSpot’s marketing automation, allowing the bot to trigger email sequences, add contacts to lists, and update deal stages. HubSpot’s free tier includes the chatbot builder, but advanced features such as custom domains, multi‑language support, and chatbot performance reports are available only in paid plans. HubSpot’s paid plans start at $45/month for the Starter package, $800/month for the Professional package, and $1,200/month for the Enterprise package.

Drift is a conversational marketing platform that focuses on real‑time chat, lead qualification, and meeting scheduling. Its chatbot can be embedded on a firm’s website and is capable of answering FAQs, routing visitors to the appropriate department, or booking a consultation through a calendar integration such as Calendly or HubSpot Meetings. Drift’s visual bot builder allows marketers to create conversational flows without coding, and the platform offers AI‑powered intent recognition to improve qualification accuracy. Drift provides robust analytics, allowing firms to track engagement metrics, conversion rates, and chat quality. Pricing for Drift starts with a free trial, followed by the Starter plan at $400/month (limited to 1,000 conversations per month) and the Growth plan at $800/month (5,000 conversations). Enterprise pricing is available on request. Drift also offers a dedicated chatbot for sales teams, but the core product is well suited for CPA firms that need to capture leads, schedule client meetings, and provide instant support.

Intercom is a customer messaging platform that offers an AI chatbot capable of answering FAQs, routing conversations, and scheduling appointments. The bot can be embedded on a website or mobile app and is built using Intercom’s Flow Builder, which allows marketers to design conversational paths with conditional logic. Intercom provides a calendar integration to schedule consultations, and it can automatically create calendar events in Google Calendar or Outlook. The platform also supports email automation, targeted messaging, and analytics to measure bot performance. Intercom’s pricing starts with the Starter plan at $39/month (2,000 active users), the Standard plan at $99/month (4,000 users), and the Premium plan at $199/month (8,000 users). The bot features are available across all plans, but advanced AI and analytics are limited to higher tiers.

ManyChat is a marketing automation platform that specializes in building chatbots for Facebook Messenger, Instagram, and web chat. The platform offers a visual drag‑and‑drop builder, automated broadcast messaging, and integration with popular calendar services for booking appointments. ManyChat’s chatbot can answer basic questions, collect contact details, and trigger follow‑up email sequences. The platform supports conditional logic, tags, and segmentation to target specific audience segments. ManyChat’s pricing includes a free plan with limited features and a Pro plan at $10/month (unlimited chats, 1,000 contacts). Advanced features such as automated broadcasts, priority support, and API access are available on higher tiers starting at $30/month. ManyChat is suitable for CPA firms that want a cost‑effective, social‑media‑centric chatbot to capture leads and schedule meetings.