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Workflow guide

Support plan for accounting firms

Answer tax deadline, document, and appointment questions from your firm’s pages. Tax advice and fee decisions stay with your accountants.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Client desk

Planning sample

Answer from approved sources

  1. 01
    Which forms should I send for rental income?Document checklist.pdf
  2. 02
    When is the extension deadline?Tax deadline calendar
  3. 03
    How much does a personal tax return cost?Services and fees
Boundary

Hand to your team

  • Tax advice and filing decisions
  • Fees and invoice disputes
  • Engagement terms
For example
Can I deduct my home office this year?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A tax question about their own situation

    The agent doesn’t give tax advice and hands the chat to an accountant.

  2. 02

    A disputed invoice

    The agent creates a support ticket for billing.

  3. 03

    Tax documents pasted into chat

    The agent asks the client to stop and use your secure upload portal instead.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

No. Write that into its instructions and test it. The agent answers deadline, document, and fee questions from your pages and hands advice to your accountants.

Don’t use chat for tax documents. Point clients to the secure portal you already use, and let the agent explain which documents to bring.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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