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Accountants & Bookkeepers

The AI chatbot for accounting firms that gets you through tax time

In tax season every client wants an answer at once. owns.ai answers fee, deadline and document questions from your website day and night, and books appointments - without giving tax advice.

  • Free to try
  • No card
  • Live in minutes
Work out what it could save you
  • Tax timewithout the email backlog
  • No adviceonly your published checklists
  • Ticketsfor existing client requests
  • Up to 30team seats on Pro

The problem

Where accounting firms lose time and customers

01

Tax season floods the inbox

From July to October every client asks the same things at once. Partners end up answering emails at midnight instead of doing returns.

02

Same questions at every desk

What do I bring, when is my lodgement due, do you do BAS. Every accountant and admin answers it a little differently.

03

Small questions, big interruptions

A quick query stops a senior accountant mid-return. A few of those an hour and the backlog grows.

04

Prospects want prices first

New clients compare firms on fees and services before they ever get in touch. If your site makes them wait for a reply, they keep looking.

Savings calculator for accounting firms

How much could owns.ai save your firm?

The starting numbers are an illustration for accounting firms. Move the sliders to match your firm.

Your team's time

500
6 min
$50
50%

The clients you miss

15%
4%
$1,800

Saved and won back each year

$79,452/ year

  • Staff time given back$15,000
  • New clients from enquiries you'd miss$64,800
  • owns.ai Starter plan-$348
25staff hours back a month
3.0new clients a month
229×what the plan costs
Start saving - build mine free

An estimate from your numbers, not a promise. Staff time is valued at the hourly cost above; the plan is sized at about 3 visitor messages for each conversation owns.ai answers. See pricing

Answered in seconds, day and night

What customers ask accounting firms every day

owns.ai answers questions like these from your own website and the answers you add - instantly, in the customer's own language, with a link to the page it used. When your site doesn't cover something, it says so and offers the next step.

  • How much is an individual tax return?
  • What do I need to bring for my tax return?
  • When is my tax return due?
  • Do you do BAS for sole traders?
  • Can you set up a company for me?
  • Do you work with Xero or MYOB?
  • Can I do my tax appointment online?
  • Do you offer fixed monthly bookkeeping?
  • Can you help with an overdue return?
  • Do you charge for a first meeting?

The benefits

How owns.ai helps accounting firms

Fees and services, answered

Return fees, bookkeeping packages and what's included - explained from your own website at any hour, with links to the right page.

Appointments in the busy weeks

Clients book tax appointments in the chat and get a reminder the day before. Set capacity and notice so the calendar never overloads.

Information, not tax advice

It shares your published checklists and deadlines and says it can't advise on personal tax. Specific questions become an appointment or call-back.

Client requests tracked

Existing clients can open a ticket from the chat - pre-filled with their question, numbered and emailed - so nothing gets lost in a shared inbox.

Your whole team on one page

Seats with owner, admin and member roles. Staff ask the Team Assistant about internal procedures and get the firm's answer, not a guess.

Fix the gaps before July

Knowledge Gaps shows questions your site couldn't answer, like crypto or rental property, so you can add a page before the rush.

A day with owns.ai

What happens while you're busy.

Illustration · a made-up business's day

  1. 6:30 AMChecklist sorted before work

    A client asks what to bring on Friday. The assistant lists the documents from your checklist page and links it.

  2. 9:50 AMOverdue returns enquiry

    A sole trader with three years unlodged asks for help. The assistant explains your catch-up service and emails you a hot lead.

  3. 1:40 PMFirm rule found fast

    An accountant asks the Team Assistant for the firm's rule on extension requests and gets it from your procedures manual.

  4. 10:05 PMTicket opened, not lost

    A client asks about a letter from the tax office. The assistant opens ticket #1042 and your team replies in the morning.

01Paste your website

That's the whole setup.

02It learns in minutes

Every page that matters, even ones built with JavaScript.

03Go live with one line

Any website builder - or try it on a picture of your own site first.

Questions

owns.ai for accounting firms: your questions, answered.

Plans and limits are on the pricing page.

See pricing

No. It shares your published fees, checklists and deadlines, and says clearly when a question needs an accountant. Those become a booked appointment or a call-back request.

No. It can't log into your practice software or see client records. It opens a ticket or books a call-back so the right person can follow up.

That's when it does the most work. It answers the repeat questions instantly, books appointments into open slots, and the weekly Monday email shows which questions came up most.

If you like. Growth includes 3 assistants and Pro includes 10, so a bookkeeping service or a second office can have its own, answering from its own pages.

Answers come only from content you choose to approve, and every reply shows its source. When it isn't sure, it says so. Bring your security, privacy and procurement requirements to our team and we'll go through them.

Yes. Upload procedures, software guides and templates to the knowledge library as Team documents. Staff ask the Team Assistant or a branded app, and Private documents stay private.

Your next customer is asking a question right now.

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