Details you fill in
- Business name
- Services, fees and documents (add as many as you need)
- Phone for enquiries
- WhatsApp number (adds a WhatsApp button)
- Address or area
- Opening hours
- How to book a consultation
- Home
- Chatbot templates
- CA firms and tax consultants
Free chatbot template
AI chatbot for CA firms and tax consultants
During ITR and GST season your phone never stops: which documents are needed, what are the fees, can I get an appointment. This chatbot answers those questions on your website in Hindi, Hinglish or English, is set up never to give tax advice, and saves each enquiry for your team.
- Ready in about 5 minutes
- No coding
- Pay in INR
Quick answer
What does a chatbot do for CA firms and tax consultants?
It answers the questions your visitors ask every day, straight away and at any hour, from the details you give it. When someone is ready to buy or book, it saves their name and mobile number for your team, offers a WhatsApp button, or creates a ticket for a person to follow up.
Questions it answers for CA firms and tax consultants:
- “Which documents are needed for ITR filing?”
- “What are your GST return fees?”
- “Can you register a private limited company?”
- “Can I book a consultation?”
- “Do you handle bookkeeping?”
- “Where is your office?”
Test it with your own ca or tax consultant details
Type your details below, then ask the chatbot questions like a real visitor would. It answers only from what you enter, so you see exactly what your customers would see. Happy with it? Sign up free to set it up and get the code for your website.
2. Chat with it
Your chatbot appears here after you press Create my demo chatbot.
Like what you see? Sign up free, confirm your details and get the code to put this chatbot on your website.
Use this chatbot on my websiteYou have reached the demo limit. Sign up free to keep chatting and to use this chatbot on your website.
Sign up freeThis is a demo: answers come only from the details you entered, and it is not connected to a real website.
What the ca or tax consultant template sets up for you
You fill in a short form. Every detail you add becomes an instant answer; anything you leave empty is skipped, so the chatbot never shows a blank answer.
What you get
- Instant answers for: Services, Documents, Fees, Appointment, Timings, Location, Contact
- Quick reply buttons: Our services, Documents needed, Book a consultation, Fees
- A greeting and rules written for CA firms and tax consultants
- A name + mobile number form before the chat starts
- A WhatsApp button when you add your WhatsApp number
Add every service with its fee and the documents it needs
ITR filing, GST returns and company registration each have their own fee and documents. Add each service as a row, so a client asking about GST gets the GST fee and checklist, not a general list.
How it works
- Open the template and find Services, fees and documents.
- Fill in the first service: service, fees, documents usually needed. Leave a box empty if it does not apply.
- Press “Add another service” for each one you want to add, up to 12.
- Use “Remove” to delete a service. You can edit the list any time in the chatbot’s Business details tab.
The chatbot answers from the row the visitor asks about, and its instant answers update by themselves when you change the list.
Example: a visitor asks, the chatbot answers
Visitor
GST return file karne ki fees aur documents?
ChatbotGST returns: ₹1,500 a month. Documents: GSTIN, sales and purchase invoices. Your exact list can differ, our team will confirm.
Sample answer built from the example rows below.
| Service | Fees | Documents usually needed |
|---|---|---|
| ITR filing | from ₹1,000 | PAN, Aadhaar, Form 16, bank statements |
| GST returns | ₹1,500 a month | GSTIN, sales and purchase invoices |
| Company registration | from ₹8,000 | PAN and Aadhaar of directors, address proof |
Example data for illustration only. You enter your own services, fees and documents.
Built for CA firms and tax consultants in India
Hindi, Hinglish or English
It replies in the language the visitor writes in, with polite "aap" by default.
Leads with mobile numbers
Ask for a name and mobile number before the chat. Every enquiry lands in your dashboard and inbox.
WhatsApp button
Visitors who prefer to talk can open WhatsApp with your number in one tap.
Instant answers
Everyday questions such as fees or timings get your own answer instantly, without paying for an AI reply.
No made-up promises
It answers from your details and is told never to invent prices, dates or offers.
Hand-off to your team
Reply to a visitor yourself, live in the chat (Starter and up), or let “Talk to Human” turn the chat into a ticket for your staff.
Connect your chatbot to your own software
If you keep this information in your own software, your developer can connect it through one secure API endpoint. The chatbot then shows today's answers as cards, instead of what you typed in once.
Services and charges
What you do and your charges.
Document checklist
What to bring for one service.
Consultation slots
When a consultation can happen.
Filing status
Where a filing stands. Asks for your reference and phone, never a PAN.
It only reads: nothing is booked or changed, and private answers need the visitor's phone or email. Available on the Starter plan and above. Read how to connect a chatbot to your API.
Live on your website in 3 steps
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1
Pick the ca or tax consultant template
Sign up free, open Chatbots and choose CA or tax consultant. Fill in your services, fees and documents, how to book a consultation and timings.
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2
Test the answers
Your chatbot is ready with instant answers, quick replies and a lead form. Try it in the Widget tab and change anything you like.
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3
Paste one script tag
Copy the one-line script into your website. It works on WordPress, Wix, Shopify and plain HTML.
Creating the chatbot is free and each AI reply uses credits from your plan. See pricing in INR or read what a website chatbot costs in India.
Chatbots for CA firms and tax consultants: questions
More in the chat widget overview and the install guide.
Will the chatbot give tax advice?
No. The template tells the chatbot not to give tax, legal or investment advice, not to promise refunds or savings, and to offer a call back for anything specific to the visitor's case.
How does a chatbot help a CA firm get clients?
Many enquiries arrive in the evening or during busy filing weeks. The chatbot answers service, document and fee questions at once and saves the visitor's name and mobile number, so your team calls back with the context instead of repeating the basics.
Can it reply in Hindi or Hinglish?
Yes. The template replies in the language the visitor uses: Hindi, Hinglish or English.
Will it quote due dates and tax rates?
Only if you put them in the facts. The template tells the chatbot not to state dates or rates that are not in your details, because they change.
Is client information kept private?
Chats are stored in your dashboard only for the number of days you choose, and you can delete one person's data on request. Ask visitors not to type PAN, Aadhaar or bank details in the chat.
Can I list each service with its own fee and documents?
Yes. Add one row per service with its fee and the documents it usually needs (up to 12 services). The chatbot answers fee and document questions for the service the client asks about, and the instant answers for services, fees and documents follow your list. Edit or remove a service any time in the Business details tab.
Can the chatbot show live data from my own system?
Yes, if your developer connects your own system. The chatbot can then show live answers such as services and charges, document checklist, consultation slots, branches and stores. It can also look up filing status after the visitor gives their reference number and phone, which your system checks. Only read-only: nothing is booked or changed. Available on the Starter plan and above.
Can I test the chatbot with my own business details without signing up?
Yes. Fill in the demo form on this page and chat with the chatbot built from your details — no signup needed. It answers only from what you type, nothing is saved in an account and the details are kept for 24 hours. Happy with it? Sign up free to set it up on your website.
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Set up your ca or tax consultant chatbot today
Free to create. Fill in your details, test the answers and paste one script tag.