Answer every tax season inquiry without hiring for the rush
ZenTalk answers the same questions you get every spring, books the client call into your calendar, and collects the fee or retainer in the chat. Each engagement then runs as a project with a client portal.
ZenTalk gives an accounting, bookkeeping, or tax practice an AI chat and voice agent that answers inquiries from your website around the clock. It learns your services, fees, and deadlines from your site, qualifies the prospect, and books a call into your calendar. You can collect a fee or retainer in the chat, send the engagement letter for e signature inside a project, and give each client a magic link portal. ZenTalk does not prepare returns or give tax advice.
What gets in the way today
Inquiries spike when you have the least time
From January to the filing deadline the phone and inbox fill with the same questions: what do you charge, do you handle my situation, can you file an extension. That is exactly when your preparers need to be heads down.
Prospects ask for a quote and never book
Someone asks about bookkeeping for a small business, gets a reply two days later, and has already signed with another firm. Slow answers cost you the clients you wanted most.
Engagement paperwork and fees drag on
Engagement letters go back and forth by email, retainers wait on an invoice, and clients keep asking where their file stands. The admin around the work takes as long as the work.
How it works for accounting firms
- 1
A prospect asks a question
A small business owner asks on your site whether you do monthly bookkeeping and what it costs. The AI answers from the services and fees you gave it, in chat or on a call.
- 2
The AI qualifies the work
It asks what you would ask: individual or business, entity type, rough volume of transactions, and the deadline they are facing. It verifies the phone and email so your follow up lands.
- 3
The client call is booked
The AI books a phone or video call with the right person on your team, sends the confirmation, and sends reminders before the call. It reschedules if the client asks.
- 4
The retainer is paid in the chat
When the client agrees, your team or the AI sends a secure payment request in the thread. The client pays on your own Stripe or Authorize.Net hosted page.
- 5
The engagement runs as a project
Open a project for the engagement, send the engagement letter for e signature, deliver the finished files as versions, and let the client check status in the portal.
The parts of ZenTalk you will use most
An AI that knows your services and fees
Add your website and your own notes on pricing, deadlines, and what you do not handle. The AI answers from those facts instead of guessing, and hands off when a question needs an accountant.
Learn moreClient calls booked for you
During the rush, the AI books consultations and review calls into your calendar with reminders at 24 hours and 30 minutes, so your team stops playing phone tag.
Learn moreFees and retainers collected in chat
Send a payment request for a consultation, a return deposit, or a monthly retainer the moment a client says yes. ZenTalk logs the receipt against the conversation.
Learn moreEngagements tracked as projects
Each client engagement gets a kanban board, a signed engagement letter with an audit grade PDF, and versioned file deliveries for finished work such as reports and statements.
Learn moreA portal clients actually open
Clients sign in with a magic link to see their projects, files, contracts, and invoices. Fewer emails asking whether their return is done.
Learn moreClient email on your own domain
Run your client inbox from your own domain with replies threaded next to chats, so tax season email does not scatter across personal mailboxes.
Learn moreWhere ZenTalk fits, and where it does not
ZenTalk is not tax software, a general ledger, or a secure document vault. Prepare returns and keep client records in the systems your practice already uses.
The AI does not give tax or accounting advice. It answers questions about your firm, collects details, and books time with a person on your team.
If you need clients to upload large batches of source documents into a dedicated vault with retention rules, keep using your existing tool for that step.
For a practice that drowns in inquiries every spring and loses prospects to slow replies, ZenTalk takes the first conversation off your plate. It answers, qualifies, books the call, collects the retainer, and keeps each engagement in a project the client can follow. Your preparers stay on the work and your existing software keeps the books.
Similar industries
Common questions
Can the AI answer tax questions for my clients?
It answers questions about your firm: services, fees, deadlines you publish, what to bring to a meeting, and how to book. It does not give tax advice. When a question needs a professional judgement, it says an accountant will review it and offers to book a call or hands the chat to your team.
How does it help during tax season?
The AI picks up chats and calls around the clock, answers the repeated questions, and books calls straight into your calendar with reminders. Your team sees each new booking with the conversation attached, so the first meeting starts with the details already collected.
Can clients send us documents through ZenTalk?
ZenTalk is built for the other direction: finished work goes to the client as versioned deliveries in a project, visible in their portal, and every file in ZenTalk is virus scanned. It is not a document collection vault, so for gathering source records like statements and tax forms, keep using the secure upload tool you already have.
Can we collect a retainer or deposit online?
Yes. Your team or the AI sends a secure payment request inside the chat, and the client pays on the hosted page of your own Stripe or Authorize.Net account. ZenTalk does not store card numbers, and you can cap what the AI collects on its own.
What does ZenTalk cost for a small practice?
ZenTalk is a flat 50 dollars per agent per month, per workspace, with the AI included and no per resolution fees. One agent covers unlimited websites in a workspace, and you can start with a one week free trial. Calls and texts draw from a prepaid wallet.
For accountants, bookkeepers, and tax preparers
Put an AI agent on your site and one inbox behind it.
Start your free trial, and we will walk your workspace through setup personally.
One week free. Cancel anytime. No long-term contract.