For accounting and tax firms
Get through tax season without missing a new client
EzyConn answers clients and prospects from your pages on services, fees and deadlines. It books consultations into your calendar and hands every tax question to an accountant.
- Answers from your own pages
- Books consultations
- Tax questions go to an accountant
A worked example: a customer asks “I’ve started freelancing this year. Can you do my tax return, and what does it cost?” The agent answers from Freelancer tax returns and Fees and books it. Booked: Tuesday 15:00, new client call.
Worked exampleLedger and Co Accountants and the chat are invented to show the flow. The agent answers only from what you publish.
Where it helps
Where enquiries go missing, and what it costs
The moments a person cannot always be there for, and the questions that arrive before anyone is in.
- Tax season
Every client writes at once
Deadlines bring a wave of the same questions. It answers them from your pages so your accountants can work.
- All year
New clients shopping around
Freelancers and small companies compare firms. It answers and books the call.
- Every week
Documents and deadlines
What do I send you? When is it due? Answered from your pages.
What it does
Four jobs, done in your words and your diary
It answers from what you publish, books into your calendar, takes the details that matter, and brings in a person when it should.
Answers from your pages
“What do I need to send you for my return?”
From your website, service pages and the documents you upload, with the source shown. Where your content is silent, it offers a person.
Books consultations
“Can we talk this week?”
It offers open times, books one, and the booking lands in the Google or Microsoft 365 calendar you connect.
Takes the details first
“I’m setting up a limited company.”
Name and email before the chat starts, phone if you ask for it, and what they need in their own words, all in one conversation.
Brings in an accountant
“Can I claim my car as an expense?”
It offers your team and, on a yes, assigns the chat by your rule. Your team replies from the inbox or from Slack.
When a person is needed
Tax questions go to an accountant
When a question needs judgement, it offers an accountant, who picks up the same chat with everything already said.
It offers, they choose
When your content does not cover a question, or the visitor asks for a person, it offers your team. Nobody is handed over without saying yes.
Someone is assigned and told
By the rule you pick (round robin, least busy, most recently active, or by hand). The agent stops replying while a person holds it.
Reply from the inbox or Slack
The reply lands in the chat the visitor is already in, on whichever channel they wrote.
Hand it back in one click
With everything your colleague said still in the thread.
Worked exampleLedger and Co Accountants and the people are invented, and the agent’s wording varies with your content. The hold message (“Thanks, I’m connecting you to a support specialist now”) is EzyConn’s own.
Inside financial services
9 industries in this group, ranked
Each with what EzyConn does for it and how much of it they would use. Where we have a guide, it is linked.
- #10Insurance agenciesQuote leads and a handover to an agentLeads · Answers · Hands overRead
- #11Financial services and advisorsLead qualification and appointment bookingLeads · Books · Hands overRead
- #30Mortgage brokersLead qualification and call bookingLeads · Books · Hands overRead
- #31Accounting and tax firmsClient intake and appointments in tax seasonLeads · Books · Answers
- #47Wealth managementProspect qualification and meeting bookingLeads · Books · Hands overRead
- #67Banks and credit unionsProduct questions and a handover to staffAnswers · Hands overRead
- #68Fintech appsSupport and onboarding questionsAnswers · Hands overRead
- #144Lending and loansLead qualificationLeads · Hands over
- #198Tax consultantsSeasonal enquiries and appointmentsLeads · BooksRead
FAQ
Questions accounting firms ask before they switch it on
Answered from the product, not a brochure.
Who answers tax questions?
An accountant. It answers from your pages and offers an accountant for anything about someone’s own tax.
Can it book consultations?
Yes, as appointments with a length in the Google or Microsoft 365 calendar you connect.
How do clients send their documents?
Point it at your document upload page and your team takes it from there.
What happens when nobody is free?
The visitor sees “All our agents are currently busy. We’ll notify you shortly.” and the conversation waits in your inbox for the first person who is.
Start free
Book the new client in the middle of tax season
Point it at your website, connect your calendar and choose who takes the hand-over.
Free plan, no card.