✗ Clients chase deadlines via WhatsApp day and night — especially at tax season
✗ Document collection (receipts, bank statements) is a back-and-forth nightmare
✗ Basic queries ('Did you get my invoice?') eat 2 hours of a qualified accountant's day
BossBot fixes this
✓ FAQ auto-replies
✓ 24/7 auto-replies
✓ Automated reminders
✓ Lead capture & CRM
✓ GDPR DSAR + RoPA tooling
🎥 New — shipped 2026-07-21
Every booking gets a Google Meet link, automatically
Client books a session through WhatsApp → BossBot creates the event in your Google Calendar → a unique Google Meet link is added automatically. The invite goes to the client's email. Zero manual steps.
✓Included from Starter $49/mo
✓Toggle on/off in Settings — Meet link per event or none
✓Customer receives a Google Calendar invite too (opt-in)
How It Works
Live in 3 Steps
Sign Up
Create your account in 2 minutes. Pick your plan.
Configure
Add your services, hours, FAQ. Connect WhatsApp.
Go Live
AI starts answering within 24 hours. You focus on your work.
Live Preview
See how it works
📊
Accountants & Bookkeepers
🟢 BossBot AI Active
Hi! I'm a sole trader and need help with my self-assessment. What documents do you need?
BossBot AI
Hi! We handle self-assessment for sole traders every day. 📊
For your tax return I'll need:
📄 Invoices or sales records
🏦 Bank statements (full year)
🧾 Receipts for business expenses
📝 Any HMRC correspondence
Deadline: *31 January 2027* for 2025/26 tax year.
We offer a free 15-min scoping call to estimate your fee before you commit. Want to book one?
Yes please! And what do you charge?
BossBot AI
Self-assessment for a sole trader starts from *£250* — complex cases from £350. Fixed fee, always confirmed upfront. 💷
Free 15-min call slots:
📅 Tomorrow 9:30 AM
📅 Wednesday 2:00 PM
Which works? I'll send a short intake form so we make the most of the call. ✅
⚡
Instant Responses
Customers get answers in seconds, not hours. Even at 3 AM.
💬
Natural Conversations
Not a menu-bot. Real AI that understands context and intent.
🌐
24+ Languages
Auto-detects customer language. Replies in their native tongue.
🔒
Your Data, Your Rules
GDPR/LGPD compliant. Encrypted. AI never invents facts.
FAQ
Frequently Asked Questions
Will clients trust an AI handling their tax queries?
▼
BossBot handles scheduling and FAQ — it never gives tax advice. All financial guidance comes from your qualified accountants. Clients appreciate instant replies and 24/7 access.
How does it handle deadline reminders?
▼
BossBot tracks each client's key dates (self-assessment, VAT, year-end) and sends automated WhatsApp reminders. No more chasing.
Can it collect documents from clients?
▼
BossBot sends clients a checklist via WhatsApp and tracks which documents have been received. Incomplete clients get an automated nudge.
Does it integrate with Xero or QuickBooks?
▼
BossBot answers client questions about your accounting software and routes setup requests to your team. Direct API integration is on our roadmap.