For accountants & tax advisors

New bookkeeping clients — onboarded without a single phone call

Name: AI Assistant for Accountants & Tax Advisors — LeadAssist AI
Brand: LeadAssist AI
Availability: InStock

AI qualifies business type and revenue, books intro calls, and requests the docs your onboarding needs.

No credit card Live in a day Works with your WhatsApp number

The three things eating your bookings

Problem #1

January chaos — new client enquiries pile up on top of tax season.

Problem #2

"How much for tax filing?" without knowing entity type = 5 wasted messages.

Problem #3

Onboarding drags on because clients forget to send documents.

Real scenario

Channel: WhatsApp · Source: LinkedIn

AI answers in seconds — even at 22:00 on a Sunday.

Every reply matches your tone, prices and services.

Booking lands directly in your Google Calendar with a deposit.

Sonja

via WhatsApp

Freelance designer, need help with tax filing

Hi Sonja — welcome! Are you registered as sole trader or GmbH, and rough yearly revenue?

Sole trader, ~€48k/year

Perfect fit for our Freelance Package (€180/month, all filings included). Free 20-min intro call — Wed 11:00 or Fri 15:00?

Fri please

Booked ✅ Fri 15:00. Please share last year's tax return and 3 months of bank statements before then — helps us give you a real quote.

Client qualified, intro booked, docs requested.

Entity-aware qualification

AI knows sole trader / GmbH / UG / partnership — quotes the right package.

Document intake

Auto-requests last year's return, bank statements, invoices — no chasing.

Recurring reminders

Monthly bookkeeping check-ins, VAT deadline nudges, year-end doc requests — all automated.

Can it integrate with our accounting software?

Client data is exportable to most bookkeeping systems (DATEV, Lexoffice, Xero); direct integrations on request.

Is client financial data safe?

EU-hosted, encrypted, GDPR-compliant. Signed DPAs available for practices.

Same product, tuned defaults for your industry.

7-day free trial. No credit card. Cancel anytime.