✗ 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 lo resuelve
✓ FAQ auto-replies
✓ 24/7 auto-replies
✓ Automated reminders
✓ Lead capture & CRM
✓ GDPR DSAR + RoPA tooling
🎥 Nuevo — lanzado 2026-07-21
Cada reserva recibe un enlace de Google Meet, automáticamente
El cliente reserva una sesión por WhatsApp → BossBot crea el evento en tu Google Calendar → se añade un enlace único de Google Meet automáticamente. La invitación va al correo del cliente. Cero pasos manuales.
✓Incluido desde Starter $49/mes
✓Activa/desactiva en Ajustes — enlace Meet por evento o ninguno
✓El cliente también recibe una invitación de Google Calendar (opcional)
La IA empieza a responder en 24h. Tú enfócate en tu trabajo.
Vista Previa
Mira cómo funciona
📊
Contadores y Asesores Fiscales
🟢 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. ✅
⚡
Respuestas Instantáneas
Clientes reciben respuestas en segundos. Incluso a las 3 AM.
💬
Conversaciones Naturales
No es un bot de menú. IA real que entiende contexto e intención.
🌐
24+ Idiomas
Detecta el idioma del cliente. Responde en su lengua nativa.
🔒
Tus Datos, Tus Reglas
GDPR/LGPD. Cifrado. La IA nunca inventa datos.
FAQ
Preguntas Frecuentes
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.