Reclaim hundreds of hours during tax season. Automate document collection, answer client questions, and manage deadlines with AI.
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Problem
Your best agents spend most of their time on repetitive questions instead of problems that actually require human judgment. The cost of slow response times is always higher than the cost of automation.
Solution
Chatsy gives you an AI agent that answers accurately, stays on policy, and hands off smoothly when a human is needed.
How it works
Set up service types, document checklists, deadline calendars, and common client FAQs.
Integrate with your practice management software and document storage for real-time status tracking.
Add the chatbot to your firm website and client portal. Invite clients to use it for document uploads and questions.
Track document collection rates, call reduction, and client satisfaction. Refine responses based on common questions.
Results
Yes, Chatsy integrates with popular accounting practice management tools including Drake, Lacerte, ProConnect, and CCH via API. Client data, document status, and filing information sync with your existing workflows.
Configure document checklists for each service type and the AI sends personalized reminders to clients for specific missing documents. Clients upload directly through the chat interface, and the system tracks which items have been received versus outstanding.
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Guide new clients through information collection, engagement letters, and account setup conversationally.
No, Chatsy provides information based on your firm's published guidance and general tax deadlines, but it does not provide specific tax advice. When clients ask advisory-level questions, the AI routes them to the appropriate accountant or partner with full conversation context.
During tax season, Chatsy handles the surge in client questions about deadlines, required documents, filing status, and refund estimates. This frees your accountants and support staff to focus on preparation work rather than fielding repetitive calls and emails.
Chatsy uses AES-256 encryption at rest and TLS 1.3 in transit, with workspace isolation by row-level access controls. Conversations are never used to train AI models. Client data is handled according to your retention policies. Note: Chatsy does not currently offer SOC 2 Type II reports, audit log exports, or SSO. If those are required for procurement, contact us about your specific needs.
For client-facing communication during tax season (document intake, deadline FAQ, status updates): Chatsy and Intercom work well when trained on firm-specific guidance. For internal research and tax-code Q&A: Blue J Tax, Thomson Reuters CoCounsel, and Checkpoint Edge are purpose-built. For general-purpose drafting: ChatGPT and Claude. The "best" tool depends on whether the bot talks to clients or to your accountants.
Yes, several specialized tools. Blue J L&E and Blue J Tax for tax research, Thomson Reuters CoCounsel and Checkpoint Edge for tax and legal research, Karbon AI and Canopy AI for practice management, and Intuit Assist inside QuickBooks. For client-facing intake and document collection workflows, general-purpose chatbot platforms like Chatsy fit because they can be trained on firm-specific content without leaking client data into a public model.
ChatGPT can draft client emails, summarize tax code sections, explain concepts in plain language, and help with bookkeeping reconciliations at a high level. It should not be relied on for binding tax advice, calculations against current code, or anything submitted to the IRS without a CPA review, models can produce plausible-but-wrong references. For client communication and document intake, a tool like Chatsy trained on your firm's actual guidance is safer than open ChatGPT.
