AI chatbot for accountants: tax and bookkeeping inquiries sorted by size and deadline
In short
Brift answers visitors on a CPA or accounting firm website, finds out the entity type, the services needed, the revenue band and the deadline, explains your fixed-fee packages if you publish them, and books a call. Peak season inquiries arrive pre-sorted.
What gets in the way today
- In tax season, the inbox fills with requests you can’t take before the deadline.
- Prospects ask "how much for my taxes" with no detail about their situation.
- Small businesses compare an online service and a local firm on price alone.
What Brift does
- Situation first
- Individual or business, entity type, number of employees, bookkeeping state.
- Package pricing
- Monthly bookkeeping or tax prep packages, with what moves the price.
- Deadline check
- The agent asks the filing deadline and flags extensions to your team.
- Call booking
- Discovery calls go to the right person’s calendar link.
7-day free trial, ready in 60 seconds
Example conversation
VisitorHow much do you charge for an S-corp return?
AgentBusiness returns start at the price on our pricing page; it moves with the state of your books and the number of shareholders. Are your books up to date for last year?
VisitorMostly, in QuickBooks.
AgentGood. Let’s book a 15-minute call to confirm the scope and the timing.
Illustrative example: on your site, the agent answers with your own information.
When Brift is not the right fit
- You want clients to upload tax documents in the chat: use your secure client portal.
- Your firm is closed to new clients this season.
Frequently asked questions
Will the agent give tax advice?
No. It explains your services and pricing and sends questions about a situation to your team.
Can it collect Social Security numbers?
It should not, and is not set up to. Sensitive documents belong in your client portal.
Can it say we are full for the season?
Yes: update a note in the studio and the agent offers an extension call or next year instead.
How much does Brift cost?
$79 per month after a 7-day free trial, with unlimited conversations.