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Templates · Professional Services

Accounting Firm Bot Template

Qualify tax and accounting leads with service needs and business type.

Best for
CPA firms, accountants
Estimated setup
10 minutes
You fill in
Accounting Firm Name, Office Phone Number, Appointment Scheduling Link

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

  1. Welcome to [Accounting Firm Name]! How can we help you today?
  2. What service are you looking for?
    • Tax Preparation
    • Bookkeeping Services
    • Business Accounting
    • IRS Issues / Tax Problems
    • Financial Planning
    • Speak with Someone
  3. The visitor is saved as a lead, tagged:
    • urgent
    • irs_issue
    • accounting_lead
  4. What type of tax return do you need prepared?
    • Individual (personal)
    • Small Business
    • Corporate
    • Non-Profit
    • Multiple types
  5. How complex is your tax situation?
    • Simple - W2, standard deductions
    • Moderate - investments, rental income
    • Complex - business income, multiple states
    • Not sure
  6. What's your timeline?
    • Filing deadline is soon!
    • Within the next month
    • Planning ahead - no rush
    • Need to file an extension
  7. The visitor is saved as a lead, tagged:
    • urgent
    • tax_deadline
    • accounting_lead
  8. The visitor is saved as a lead, tagged:
    • accounting_lead
  9. To provide a quote and schedule your appointment, what is your name? The visitor types a reply.
  10. Thanks [visitor's client name]. What is your phone number? The visitor types a phone number.
  11. And your email address? The visitor types an email address.
  12. Thanks, [visitor's client name]! A tax professional from [Accounting Firm Name] will contact you within 1 business day with pricing and availability. Questions? Call us: [Office Phone Number]

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: urgent, irs_issue, accounting_lead, tax_deadline. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

Use this template → See all templates

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