An AI chatbot for accountants and bookkeepers
Business owners look for an accountant in January, at year end and late at night. HaloTasker's AI chatbot answers questions about your packages and fees, books discovery calls and hands new clients to your team with a summary.
- Explains your packages
- Books discovery calls
- Busy season covered
14-day free trial. No credit card needed to start.
Customer: I've just gone limited. Do you do accounts and payroll?
AI: We do. Our limited company package covers year-end accounts, corporation tax and payroll for up to 5 staff. Would you like a free call to talk it through?
Customer: Yes, this week.
AI: I can book Wednesday at 11am or Friday at 3pm.
Self-assessment season shouldn't cost you new clients
When the phone and inbox are at their busiest, new enquiries are the first thing to wait. Prospects who don't hear back soon find another firm.
The AI chatbot answers from your website and fee guides, finds out what the visitor needs, from a tax return to monthly bookkeeping, and books a discovery call or passes them to the right person. One click turns the lead into a client with their own portal.
How it works
- 1
Give it your website address
It starts reading straight away. Watch it find your pages and PDFs on a live preview of your own site, then write a profile of your business. Most sites are done in minutes.
- 2
Make it look and sound like you
Pick the colours, launcher icon, position, greeting and tone of voice, and see exactly how it sits on your home page before it goes live.
- 3
Paste one line of code
Add the snippet to WordPress, Wix, Squarespace, Shopify, Webflow or any site. Leads, bookings and chats start arriving in HaloTasker.
What it does for you
Books discovery calls
Offers free times from your calendar and books the call in the chat, with a confirmation and a reminder.
Lead to client in one click
Turn a lead into a client with their own portal, then onboard them with forms, documents and workflows in HaloTasker.
Qualifies the enquiry
Ask about business type, turnover band and the services they need, so you know who to call first.
Never leaves anyone stuck
When it can't help, it offers your enquiry form, your phone number or a message you choose, so the visitor still reaches your team.
Leads with a summary
Every lead arrives with the visitor's details, an AI summary of what they want, a follow-up task and an email to the right person.
Shares the right PDF
It finds and reads the PDFs on your website, like brochures, price lists and datasheets, and hands visitors the right one to open or download.
Try it with your own business, free for 14 days.
Frequently asked questions
Can it answer tax questions?
It answers from what you've taught it. Most firms let it explain their services and fees and offer a call for anything about a client's own tax.
Can it collect documents?
Once the lead becomes a client, their HaloTasker portal handles document requests, forms and tasks.
Will it make things up?
It answers from your website, your documents and the questions and answers you add. You can tell it to only answer from what it's been taught, and when it doesn't know it says so and offers a form, your phone number or a message of your choice.
How much does it cost?
The AI chatbot is included in your HaloTasker plan, alongside bookings, the client portal, invoices and workflows. Start with a 14-day free trial, no credit card needed.
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Win new clients even in busy season
Start your free trial, give it your website address and watch it learn your business.
