Tax Chatbot(4)Uses Cases, Benefits & Templates

Chatbot for Taxation

Incorporating tax chatbot by tax management agencies can be real game changer allowing their clients to track expenses, saving taxes and deduct tax expenses in a timely m ... Read more

Use cases

User Engagement Education & Training Online calculatorMore
Tax Advisor

Tax Advisor

Create tax advisor bot to educate tax payers on tax laws and best practices

Tax Filing & Registration

Tax Filing & Registration

Create tax filing chatbot to assist tax payers with efilling tax

Income Tax Calculator

Income Tax Calculator

Deploy Income tax calculator bot to help tax payers calculate income tax online

Property Tax

Property Tax

Build property tax chatbot to assist property owners with paying rela estate tax

Frequently Asked Questions

✔ What is Tax Chatbot?

Tax chatbot is a software program that can act as a tax advisor and assist users by educating them about the tax-related laws and best legal practices that one should follow.

✔ What are the Features of Tax Chatbot?

This bot allows you to create a Persistent menu and list the important services in the homescreen. Plus, you can create multi-turn conversations to keep the connection with the users, save user preferences to personalize the conversation, and insert videos as a tax guide to educate the clients and boost the engagement rate.

✔ Which Plan is Best for my Enterprise?

Check out the plans here, you can pick Free Forever to test the chtabot on your website, or select individual plan for low traffic website, and businesses and enterprises we recommend higher plans.

✔ Can I Integrate CRM and 3rd Party Application?

Yes, Tax chatbot offers seamless integrations with your CRM and 3rd party work applications.

✔ Is this Chatbot Multilingual?

Yes, you can train the Tax Chatbot in any desired language.

✔ Can I collect Documents of Clients via Tax Chatbot?

Yes, you can. With the inbuilt File Upload function, you can collect the documents of the clients, and can even send the files to the concerned team in real-time.

✔ What Kind of Tasks can I Automate with Tax chatbot?

More than 80% of the queries of the users are repeated. You can automate such queries and boost the operation speed while reducing the cost of operation. Plus, you can also automate tax filings, return requests, and send personalized offers for your clients.

✔ How to Start the Conversation with the Website Visitors?

Chatbot greeting message matters. Hence it's important to create a good first impression, so your opening conversation should contain a greeting message followed by the services you offer. This clears the meaning of the Tax chatbot and promotes the interested user to proceed forward.

✔ What are the Benefits of Tax Chatbot?

A tax chatbot can be beneficial for all your clients, it can send them the latest updates, alerts regarding tax filing, registration, and can help them calculate income tax in just a few steps.

✔ What is the Pricing of Tax Chatbot?

To know more the pricing of Tax chatbot, please refer the pricing pageand select a plan as per requirements.

✔ How to Build a Tax Chatbot?

Building a Tax Chatbot is easy. You have to first sign up and create an account. Then log into the Dashboard and create an Instance. Then visit the Story Builder section to build the conversational flow, and Style Builder section to design the chatbot. You can also train the bot with repeated queries via the Instinct AI section. Moreover, to deploy the bot on the website, go to the Publish section and copy the generate widget code and paste it into the website's HTML section.

✔ Is there Risk of Data Theft?

We maintain the privacy of our clients and keep their user data secure via 256 bit SLA encryption.

✔ What is the Future of Tax Chatbot?

Tax chatbot is here to kick off the traditional tools of tax consultancy and advisory. With proper training, a tax chatbot can make it easier for people to understand the complex terms related to this field, and avail the benefits at any hour of the day. They can suggest the users with tax saving plans, and help them with filing their tax on time by sending alerts to individual users.

✔ Is my Data Secure with Tax Chatbot?

We got you covered, with our secure servers and highly optimized security backed by 256 bit SSL encryption.

✔ How to Design Tax chatbot?

Login into the Dashboard and open the Tax chatbot instance. Then visit the Style Builder section to change the design of the Tax chatbot. You can change the background image, add a logo, add an avatar, change interaction color, and create a Persistent Menu.

✔ How to Run Marketing cammpaigns via Tax chatbot?

Tax chatbot enables you with the next-gen conversational marketing campaigns, you can offer personalized services to the users, and promote your services via PPC, SMS, and Email marketing automation. To compose a campaign, you should first define a conversational flow and make use of the System and User attributes to personalize the conversation. The more user preferences you'll have, the better you can personalize the conversation and make marketing campaigns a big hit.

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