Answer tax season questions from your own service and checklist pages, not from a busy front desk
During filing season an accounting firm's inbox fills with the same questions about which services you offer, what documents to send and whether you take new clients. GetFoxChat answers those from your published pages and passes anything about a specific return or balance to your staff.
What individuals and small business owners ask on a accounting firm website
These are the questions individuals and small business owners typically type into a accounting firm website. Next to each: which of your pages answers it, and what the operator does with it.
“Are you taking new clients this tax season?”
Answered from: your new client page. Repeats what the onboarding page says about accepting new clients and links it. If the page does not say, it offers Talk to a person.
“What documents do I need to bring for my personal return?”
Answered from: your tax document checklist. Walks through the checklist items and links the page so the visitor can print it.
“Do you do bookkeeping for small businesses?”
Answered from: your services page. Confirms whether bookkeeping appears on the services page and links the relevant section.
“How do I upload my files to the portal?”
Answered from: your client portal help page. Gives the upload steps written on the portal page. It cannot see the portal or confirm a file arrived.
“Can you help if I haven't filed in a few years?”
Answered from: your services or FAQ page. Shares what the site says about back filings, if anything, and hands the conversation to a person for the specifics.
“Do you work with self-employed contractors?”
Answered from: your industries served page. Answers from the industries page and links it. It does not comment on anyone's deductions.
“Should I set up my business as an LLC or an S corp?”
Answered from: none, this needs an accountant. Says it cannot give tax advice and offers Talk to a person or the consultation details on your pages.
“Is my return done yet?”
Answered from: your contact page. Explains it has no access to client files and gives the phone and email from your contact page.
“What are your hours during tax season?”
Answered from: your contact and hours page. Quotes the seasonal hours you published and highlights the link if the visitor is already on that page.
“I got a letter from the tax office, can you help me respond?”
Answered from: your services page. Points to any notice or representation service you list and passes the conversation to your team, without interpreting the letter.
From free checks of real accounting firm websites: What accounting firm visitors ask.
Routing example: sending a visitor to the right page
Visitor
“I just started freelancing this year and have no idea what to keep for taxes. Do you take clients like me and what should I send you?”
Operator
“The firm's industries page describes the kinds of self-employed clients it works with, and the tax document checklist lists what to gather before an appointment. The new client page explains how to get started. For advice on your own situation, tap Talk to a person.”
Page it points to
Tax document checklist yourwebsite.com/tax-checklist
It pairs the eligibility question with the checklist page the visitor actually needs, and keeps personal tax advice with the firm. When that link is on the page the visitor is already looking at, the operator highlights it.
The pages that let it answer
The operator answers only from your own public pages, so these are the pages worth having on a accounting firm website:
| Page | Typical address | What it lets the operator answer |
|---|---|---|
| Services | /services | Lets the operator say whether you list individual returns, business returns, bookkeeping, payroll or advisory work. |
| Tax document checklist | /tax-checklist | Answers the most common seasonal question: what should I gather before my appointment. |
| New client onboarding | /new-clients | Explains how to become a client, whether you are accepting new ones and what the first steps look like. |
| Client portal help | /portal | Covers how to log in, upload files and reset access, so the operator can point people to written instructions. |
| Industries served | /industries | Tells visitors whether the firm describes experience with restaurants, contractors, nonprofits or other sectors. |
| Contact and hours | /contact | Provides seasonal hours, phone and email for anything the pages do not settle. |
When it passes the conversation to you
- A visitor asks how much they owe or whether a deduction applies to them: it gives no tax advice and offers Talk to a person.
- A client wants the status of their return or a missing document: it says it cannot see client files and shares your contact details.
- Someone mentions a notice with a response deadline: it gives the phone number from your contact page and hands the conversation to your staff.
- A business owner asks about a service the site never mentions: it says so plainly and lets them leave an email when nobody is online.
It does not prepare returns, give tax or accounting advice, read client portals or say what anyone owes. It only repeats what your public pages say.
What the operator does on every page
- It reads your public pages and answers from what they say, in the language the visitor writes in.
- It points to the page that has the answer, and highlights the link when it is on the page the visitor is viewing.
- When your pages don't have the answer, it says so and offers Talk to a person. Your team replies from the GetFoxChat inbox; when nobody is online, the visitor can leave an email address.
- Asked whether it is a person, it says it is an AI assistant.
- You see what visitors asked and which questions your pages didn't answer.
Putting it on your site is one line of code: install guides for every platform.
Find out what your visitors can't find
See the 5 questions your visitors are likely to ask that your pages don't clearly answer. Free, no account needed.
The chat starts as Foxy. Rename it and change the avatar anytime. Plans and what each includes: pricing.