AI chatbot for
Accounting & Tax
Answers, intake, and next steps for Accounting & Tax, grounded in your content.
1,000 trial messages · No credit card required
"I sold a buy-to-let property last month for $80,000 profit. Do I need to report this to HMRC immediately?"
Where accounting & tax teams
can reduce enquiry friction
Give visitors a clear answer or next step when your team is busy. Start with recurring questions and the enquiries that need better context.
Questions arrive while your team is busy
A accounting & tax request can involve several questions before your team has enough detail to help. Keep the enquiry and its context together.
Routine answers take time
Visitors need clear information about services, requirements, and next steps. Give them a consistent starting point from your approved sources.
Follow-up needs complete details
Capture the information your team needs and explain when a person will follow up, including outside business hours.
Work your Accounting & Tax team
no longer does by hand
Six jobs, handled on your site while visitors are still browsing.
Deadline Reminders & Compliance Alerts
NIVA proactively reminds clients of self-assessment, VAT, corporation tax, and payroll deadlines · reducing last-minute rushes and penalty risk across your entire client portfolio.
Document Collection & Chasing
NIVA requests, tracks, and chases outstanding client documents · P60s, bank statements, invoices, rental records · with personalised reminders until received. Transforms the most frustrating part of accounts preparation.
Tax & Compliance Queries
Clients ask about allowable expenses, dividend tax, capital gains, Making Tax Digital, and HMRC correspondence. NIVA answers from your approved guidance and escalates complex queries to qualified advisors.
Client Onboarding
New clients complete engagement letters, AML questionnaires, and tax history collection through chat · structured, compliant, and fully integrated with your practice management system.
Management Accounts Queries
Business clients query year-to-date P&L, VAT position, and cash flow summaries through chat. NIVA surfaces the right management information from your accounting software into your system.
Payroll & Employer Queries
Employer clients query payroll dates, PAYE obligations, statutory pay calculations, and auto-enrolment duties through chat · reducing payroll bureau call volume on routine questions.
Questions your site
already gets
Answered from your docs and policies, days, nights and weekends, so your team isn't repeating them.
See it answer live"I sold a buy-to-let property last month for $80,000 profit. Do I need to report this to HMRC immediately?"
"My turnover just passed $85,000. Do I need to register for VAT now, and how long does it take?"
Not another chatbot.
A front desk that works overnight.
Accounting & Tax helpers,
configured for your team
Deadline Reminder Bot
SA, VAT, CT, payroll alerts
Document Collection Bot
Requests, chasing, upload tracking
Tax Query Advisor
Expenses, CGT, MTD, HMRC queries
Client Onboarding Bot
Engagement letters, AML, history
Management Accounts Bot
P&L, VAT, cash flow summaries
Payroll Support Bot
PAYE, payroll dates, statutory pay
Built around how accounting & tax
teams actually work
How it works
Live
Now active
Practice Knowledge Base
Example flow · Accounting & Tax
Trigger
90 days before SA deadline
Request
Document checklist sent to client
Chase
Weekly reminders until complete
PMS
Docs received, accountant notified
Tonight's visitors get answers.
You set it up once.
Show us where leads slip
We map the accounting & tax questions that cost you money.
Switch on the right helpers
Pick personas that already speak your language.
Feed it what you trust
Price lists, FAQs, policies. Nothing made up.
Go live as your brand
One line on the site you already run.
The details
before you start.
Common questions from accounting & tax teams.
Bring AI chat to Accounting & Tax
start with one useful workflow
Start free, or bring your real use case to a 30-minute working session.