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.
AI chatbot for Accounting & Tax
Clients, Deadlines & Compliance
NIVA's accounting AI chatbot handles tax queries, document collection, deadline reminders, compliance questionnaires, and client onboarding · freeing accountants for high-value advisory work.
- No usage-based billing
- Live across 25 industries
- White-label ready
TaxBot
Accounting & Tax support · online
Hi! I'm TaxBot. I can help with tax queries, document submissions, deadline reminders, and account queries. How can I assist?
When is my self-assessment tax return due and what do I still need to submit?
Your 2023/24 self-assessment is due 31 January 2025. We're still waiting for your P60, bank interest statements, and rental income summary. Shall I send you the document checklist with upload links?
Ask TaxBot anything…
Powered by NIVA
- 10+
- Accounting Personas
- 24/7
- Client Access
- 0
- Code Required
Built forAccounting FirmsChartered AccountantsTax AdvisorsBookkeeping PracticesCloud Accounting Platforms
Every Client Interaction · From Onboarding to Final Accounts
NIVA handles the information-gathering, deadline-chasing, and routine query load that consumes accountant time · so your team focuses on advisory.
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 via webhook.
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 visitors ask
Examples from live accounting & tax deployments, answered in chat instead of routed to inbox.
“I sold a buy-to-let property last month for $80,000 profit. Do I need to report this to HMRC immediately?”
Yes · UK residents must report residential property CGT gains within 60 days of completion and pay the tax due. Your $80,000 gain will be subject to CGT at 18% or 24% depending on your income tax band. I'm flagging this as urgent for your accountant to calculate the exact liability. Shall I book a call?
Why NIVA
Generic bots answer. NIVA acts.
Generic prompts from scratch
250+ industry personas, ready day one
FAQ replies and deflection
Flows, forms, and real actions
Credits, tokens, and add-ons
Flat pricing, full white-label
Teams already using NIVA
Live in 4 steps
From persona selection to live on your accounting practice website in under a day. NIVA handles the routine client conversations · your team delivers the advice.
No-Code Admin
Pick Your Domain
Choose the Accounting & Tax vertical from NIVA's library with industry terminology built in.
Persona Library
Subscribe to Personas
Pick from 10+ pre-built accounting & tax personas. Toggle only the roles you need.
Knowledge + Flows
Add Knowledge & Workflows
Upload policies, manuals, and FAQs as PDFs or URLs into a private knowledge base.
One Script Tag
Embed Anywhere
Drop one script tag on your site. The bot goes live fully branded, no redeploy.
Pre-trained Accounting & Tax personas, ready on day one
Subscribe to expert roles with domain tone and knowledge already built in. Toggle live without prompt engineering.
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
+ 4 more accounting & tax personas available on your demo
Built for Accounting & Tax, not generic chatbots
Platform capabilities tuned for accounting & tax teams. Compliance standards are listed separately below.
Practice Knowledge Base
Upload your service guides, tax fact sheets, and approved HMRC-compliant content. NIVA answers client queries from your vetted guidance · never providing advice outside your content boundary.
Client & Filing History Memory
NIVA knows each client's filing deadlines, outstanding documents, and past query history. Every interaction is contextual to their specific situation · not a generic FAQ response.
Document Collection Flow Automation
Build deadline-driven document collection campaigns in NIVA's no-code Flow Engine. Deadline approaching → document request sent → reminder on day 7 → escalation to accountant on day 14.
Practice Management & Accounting Software Integration
NIVA integrates with Xero, QuickBooks, Iris, CCH, and custom practice management systems. Client deadlines, document status, and filing records sync automatically.
Self-Assessment Document Collection Flow
Trigger
90 days before SA deadline
Request
Document checklist sent to client
Chase
Weekly reminders until complete
PMS
Docs received, accountant notified
Three engines. One accounting & tax bot.
Workflows, smart forms, and multi-persona routing from a single admin dashboard.
Workflow Automation
Flow Engine
Build multi-step automated workflows inside the chat: conditional branching, dynamic forms, persona handoffs, and webhook triggers.
Learn more Smart FormsSmart Form Engine
Define unlimited forms per bot. The AI reads conversation context and surfaces the right form automatically, inline in the widget.
Learn more Multi-Persona AIAgentic Personas
Run multiple AI agents in one widget. The orchestrator routes each message to the right persona automatically.
Learn moreOne script. Live on your site.
Drop a single line before </body> and your accounting & tax bot goes live, fully branded as TaxBot.
Auto-branded
Your colours, avatar, and bot name in every channel.
Instantly updated
Change personas or flows in admin. No redeploy.
CORS-ready
Website, WhatsApp, and custom domains out of the box.
index.html
<!-- Before </body> -->
<script src="…/widget.js"></script>
✓ Domain: Accounting & Tax
✓ Bot: TaxBot
✓ Personas: subscribed
✓ Status: Live
ComplianceGDPR / UK GDPRICAEW / ACCA StandardsAML / MLR 2017HMRC MTD RequirementsMoney Laundering RegulationsFRC Audit Standards
Ready to Stop Chasing Clients and Start Advising Them?
Book a 30-minute demo and see NIVA's accounting personas collecting documents, answering tax queries, and managing deadlines live.
Common questions
Quick answers before you book a demo.
NIVA is strictly bounded to factual information from your approved content · it does not provide regulated tax advice. For planning decisions and complex queries, the bot escalates to a qualified accountant. This boundary is configurable per client type.
Still unsure? Send us your requirements and we will map the right personas for accounting & tax.
Related use cases
See how NIVA handles specific workflows in your space.
Related industries
Explore NIVA for adjacent verticals.