AI-powered client experience for accounting firms

24/7 client support
your firm couldn’t staff.

An always-on AI assistant on your accounting firm’s website — answering personal & business tax FAQs, explaining your services, and booking appointments with your accountants. Trained on your firm. Strict guardrails (no tax advice). Deployed in 2–3 days.

Try the live demo Add this to my firm’s site
2-3 days deployed
24/7 coverage
EN/FR/ES/ZH support
apex-accounting.com
Live
A
Apex Accounting
Online · AI assistant
Hi! I’m Apex’s assistant. I can help with tax questions, services, or booking. What can I help with?
When is the corporate tax deadline?
For Canadian corporations, T2 is due 6 months after fiscal year-end. Want me to book a quick call with one of our accountants?
Yes please, Thursday afternoon?
Booked — Thursday at 3:30pm with Sarah CONFIRMED
Type a message…
No tax advice
Strict guardrails on every reply
What it handles for your clients

Common questions, answered instantly

When your clients have a quick question, they shouldn’t have to wait until Monday. Your AI assistant covers the everyday questions so your accountants can focus on actual client work.

Personal tax FAQs
Filing deadlines, what documents to bring (T4s, T5s, RRSP slips), how the brackets work, what to do if you missed a year — high-level info only, never tax advice.
Business tax FAQs
GST/HST basics, T2 corporate filing timelines, what receipts to keep, when to register for payroll — general guidance only, with a hand-off to your accountants for specifics.
Books appointments
Connects to your firm’s calendar — Calendly, Google Calendar, Outlook, Acuity — and books appointments with the right accountant based on what the client needs.
Services, fees, and hours
Explains what you offer (personal tax, corporate tax, bookkeeping, payroll, advisory), what it typically costs at your firm, where you’re located, and when you’re open.
Bookkeeping & document upload
Walks clients through how to upload receipts and invoices to your portal, how often they’ll get reports, and what to expect from your bookkeeping process.
Multi-language support
Switches naturally between English, French, Spanish, Mandarin, and more — based on what your firm’s clients speak. Configured at setup, no per-user toggling needed.
Built with strict guardrails. The assistant answers general accounting questions but is explicitly trained not to provide tax advice, financial advice, or anything regulated. When clients ask “should I do X,” it hands off to your accountants — protecting both your clients and your firm’s professional liability.
Live demo

See it in action

This is a working preview of the assistant we’d deploy on your firm’s website. Ask it the kind of question a real client might — about deadlines, what to bring, services, booking an appointment, or anything in between.

A
Apex Accounting — AI Assistant
Online now — 24/7
Hi! I’m Apex Accounting’s assistant. I can help with general questions about tax deadlines, what documents to prepare, our services and fees, or booking an appointment with one of our accountants.

What can I help with today?
Add this to your firm’s website
We customise, train, and deploy a branded AI chat widget for your accounting firm — trained on your services, hours, and FAQs, with strict guardrails against giving advice. Set up in days, not weeks.
<!-- Firm AI Chat Widget --> <script src="soa-chat.js" data-firm="YourFirm" data-color="#5FA8E8"> </script>
Get this for my firm’s site
What’s included
✓
Training on your firm’s services, fees, hours, locations
✓
Strict guardrails — no tax advice, ever
✓
Calendar booking integration (Calendly, Google, Outlook)
✓
Multi-language (EN, FR, ES, ZH, more on request)
✓
Monthly conversation summary & client insights
See it in action

What your clients actually experience

A small-business owner lands on your accounting firm’s website at 9:30pm with a tax question. Instead of waiting until Monday or sending an email into the void, they get an immediate, helpful answer — and book an appointment for the items that really need an accountant.

Responds in under 2 seconds — any time of day
Knows your services, fees, hours, and how you work
Answers FAQs without crossing into tax advice
Books appointments directly — right person, right time
A
Apex Accounting — AI Assistant
Online now
Type a message...
Why firms add this

Hours back for the work only your accountants can do.

When clients can get instant answers to everyday questions — deadlines, document lists, services, bookings — your accountants stop spending hours on FAQ email. The chat handles the routine; your team handles the work that actually moves clients forward.

70%
Of common client questions handled without an accountant
24/7
Coverage — weekends, evenings, holidays
2–3 hrs
Per accountant per week reclaimed from FAQ email
Canadian accountant at laptop with AI chat assistant answering client questions about tax documents and services
Typically deployed in
2–3 business days
Common questions from firms

What firms ask before adding AI chat

Every concern we hear — from professional liability to languages to setup time. Filter by what you care about most.

No. The assistant is trained with strict guardrails to answer only general questions — filing deadlines, document lists, service descriptions, fee ranges, hours, locations. The moment a client asks anything requiring professional judgement (“should I claim X,” “how do I structure Y”), it explicitly hands off to your accountants. Your professional liability stays intact.

No tax advice given Auto-handoff on judgement questions PIPEDA-aligned

No. It handles repetitive questions and after-hours enquiries so your team can focus on actual client work. Think of it as a 24/7 receptionist for FAQ-level questions — not a replacement for your people. Firms typically reclaim 2–3 hours per accountant per week from FAQ email.

We train the assistant on your exact services, fees, hours, and policies. If it’s ever unsure, it explicitly says so and routes the client to your team rather than guessing. Every conversation is logged and reviewable in your monthly report so you can flag anything that needs adjustment.

Trained on your firm only Says “I’m not sure” instead of guessing Monthly review log

Yes. It integrates with Calendly, Google Calendar, Outlook, Acuity, and most major booking systems. It can route different request types to the right accountant or partner based on what the client needs — T2 work goes to your corporate specialist, personal tax to your T1 team, and so on.

Calendly Google Calendar Outlook Acuity

English, French, Spanish, Mandarin, Tagalog, Punjabi, and more on request. Languages are configured at setup based on your client base. The assistant detects the client’s language automatically and responds in kind — no toggling required.

English Français Español 中文 Tagalog + more

Typically 2–3 business days from your onboarding call. We handle setup, training, guardrail configuration, calendar integration, and deployment. You add a single line of code to your website — or we can do that for you.

Personal tax FAQs (filing deadlines, documents needed, bracket basics), business tax FAQs (T2 timelines, GST/HST registration, payroll), service descriptions and fee ranges, office hours and locations, bookkeeping process and document upload help, language preferences, and appointment booking. It does not give tax advice or anything requiring professional judgement — those questions go to your accountants.

Still have questions? Talk to us for 15 minutes — we’ll walk through how the assistant would work on your firm’s site specifically.
Book a call →

Ready to add AI chat to your firm?

We’ll customise and deploy a branded AI chat for your accounting firm’s website — set up in days.

Talk to us about AI chat See AI workflows too