For certified public accountants and sworn-in CPA offices. The assistant schedules meeting requests that arrive on WhatsApp and, based on the meeting type, reminds clients of the required documents by e-mail and WhatsApp on your behalf.
Sample conversation — not a real business.
Meeting requests explode during filing weeks; the calendar cannot be run by hand.
Client coordination gets lost in long message threads.
When a client arrives without a document, the job slips into a second appointment.
The assistant takes the request on WhatsApp, offers available times, books the meeting into the calendar and automatically reminds the client of the documents required for that meeting type by e-mail and WhatsApp.
Suggests available times automatically.
Document lists, process explanations.
Filing-season reminders (compliant with Turkish commercial-messaging rules, İYS).
Client-file notes next to the conversation.
A 15-minute call to learn your services, hours and team.
We define your service list, knowledge base and channels together; no technical skills needed.
We watch the first messages with you and tune the assistant’s tone.
On the outbound side, yes: appointment confirmations, document lists and reminders also go out by e-mail. The assistant answers incoming messages on WhatsApp, Instagram and Messenger; it does not read incoming e-mail.
You can define separate lists per meeting type (VAT, advance tax, company formation, advisory).
It only answers with the information you have defined; on an out-of-scope or ambiguous question it hands the conversation to your team and lets you know. You can read every conversation in the dashboard and take over whenever you like.
Conversations and appointment records are processed for the purposes and retention periods described in our KVKK (Turkish data-protection law) privacy notice; the sub-processors used for AI responses are published in our processor list. You can request an export or deletion at any time.
Offices with many clients start on Starter and move to Growth as the team grows.
In a demo call, watch the assistant work with your services and hours.