Accounting & Tax Consulting

AI assistant that never misses
a client or a deadline

Automate accounting consultation bookings, tax deadline info, service packages and required documents — on your website, WhatsApp and phone. Built-in Voice AI. Conversations in 50+ languages.

80%
Automated conversations
-60%
Repetitive calls
50+
Supported languages
<5m
Setup time
Live Demo

The accounting firm's minisite. Chatbot beside it.

Browse the minisite and verify in real time: the AI responds with real information from the knowledge base.

contaexpert.ro

AI Chatbot — ContaExpert Brașov

LIVE

Ask the chatbot about accounting services, tax deadlines or pricing packages — verify the answers live on the minisite beside it.

Book a consultation Tax deadlines Packages & pricing Accounting services Required documents
Why AI

Without AI, you lose clients and miss tax deadlines

Without AllAI

  • Clients call asking about tax deadlines, documents and prices — but the accountant is busy with filings and can't answer
  • During peak periods (January, March, July) the phone rings non-stop and valuable leads are lost
  • The same questions repeat daily: what documents are needed, when is the VAT deadline, how much does payroll cost
  • New clients don't understand what services they need or what documents to prepare — the first meeting becomes inefficient
  • Missed tax deadlines due to poor communication lead to penalties and unhappy clients

With AllAI

  • The AI answers any question about services, deadlines, documents and pricing instantly — 24/7
  • During peak periods, the AI handles 80% of questions and books consultations automatically, without bottlenecks
  • Updated tax knowledge base: deadlines, thresholds, obligations — precise and personalized answers
  • New clients receive a complete document list and info about the right package before the first meeting
  • Automated reminders for tax deadlines — clients never miss filings and avoid penalties
Use Cases

What the AI solves for your accounting firm

Accounting Consultation Bookings

Clients book consultations by selecting the service type (accounting, tax, payroll, audit), preferred date and time slot. The AI checks the accountant's availability and confirms instantly.

Services & Packages Info

Presents available accounting packages: micro-enterprise, LLC, sole trader, associations. Each with monthly prices, what's included, maximum number of invoices and optional add-on services.

Required Documents per Service

Generates a complete document list based on the requested service: company incorporation, accounting takeover, tax filings, reporting. The client comes prepared from the first meeting.

Tax Deadlines & Reminders

Informs clients about upcoming tax deadlines: VAT, income tax, social contributions, annual filings. Sends automatic reminders 7 and 3 days before each deadline.

Price Estimates & Quotes

Calculates estimated accounting service costs based on company type, number of employees, invoice volume and additional services. The client receives a personalized quote instantly.

Tax & Accounting FAQ

Answers frequently asked questions about VAT thresholds, sole trader contributions, expense deductibility, dividends and taxes. Filters general questions from those requiring a personalized consultation.

80%
Automated inquiries
-60%
Repetitive calls
24/7
Client support
2x
New clients captured
ROI

How much you save with AllAI

Cost Without AI
Secretary/assistant (€900) + losses from uncaptured clients and wasted time on repetitive questions (€1,500)
€2,400/month
Cost With AllAI
Professional plan with WhatsApp + Voice AI + tax deadline reminders
€59/month
Monthly Savings
Not including additional revenue from clients captured during peak periods
€2,341/month
Estimated annual savings: €28,092
View Pricing
Features

Built for accounting firms

Accounting software integration — compatible with Saga, SmartBill, Facturis, WinMentor and invoicing systems
Tax deadline calendar — updated database with all ANAF deadlines and proactive reminders
Configurable service packages — automatic presentation based on company type and activity volume
Document lists per service — customized for incorporation, accounting takeover, reporting
Instant price estimates — automatic calculation based on client company parameters
Multi-channel reminders — WhatsApp, SMS and email notifications for tax deadlines and missing documents
Integrations

Connects with your systems

Accounting Software

Saga, SmartBill, Facturis, WinMentor

API

CRM

HubSpot, Salesforce, Zoho CRM

Native

WhatsApp Business

Client communication, deadlines, documents

Native

Calendar

Google Calendar, Calendly, Acuity

Native

Online Payments

Stripe, mobilPay, Netopia, PayU

API

Document Sharing

Google Drive, Dropbox, SharePoint

API

Review Management

Google Reviews, Facebook Reviews

Webhook

Automations

Zapier, Make, n8n — connect anything

Native
Case Studies

Real results in accounting firms in Romania

Full-Service Accounting Firm

ContaPlus Expert Bucuresti

Bucharest, 12 accountants, 350+ clients
AllAI on website and WhatsApp. Manages consultation bookings, answers tax deadline and document questions, sends automatic reminders — around the clock, in Romanian and English.
-65%
Reception calls
+40%
New clients captured
24/7
Availability
0
Missed deadlines
Tax Consulting Office

FiscalPro Advisors Cluj

Cluj-Napoca, 5 consultants, tax & sole trader advisory
Chatbot on website and Facebook. Handles questions about VAT thresholds, sole trader obligations and company incorporations. Clients come to consultations already informed and with documents prepared.
+55%
Online consultations
4h
Time saved/day
4.9
Google rating
€24
Monthly cost
Accounting & Payroll Firm

PayrollExpert Timisoara

Timisoara, 8 accountants, accounting & payroll
Voice AI for calls and chatbot on LinkedIn. Answers questions about payroll, contributions and filings. Automatic reminders for monthly payroll declaration deadlines.
100%
Calls answered
+50%
New leads
-70%
Repetitive questions
€59
Monthly cost

Voice AI for Your Accounting Firm

Virtual phone receptionist — handles bookings, answers questions about tax deadlines, required documents and service packages, around the clock, in the client's language.

★★★★★
"During the annual filing period, we used to miss 15-20 calls daily from clients asking the same things: when is the deadline, what documents are needed, how much does it cost. Now AllAI answers 80% of questions automatically and books consultations directly into Google Calendar. We onboarded 40% more new clients last quarter without hiring additional staff. The 59 euro per month investment pays for itself from the first new client captured."
CV
Cristina V.
Director, ContaPlus Expert Bucuresti
Frequently Asked Questions

FAQ Accounting & Tax Consulting

Can the AI answer questions about specific tax deadlines?

Yes. AllAI is configured with the complete ANAF tax calendar: VAT deadlines, corporate income tax, social contributions, annual filings, statistical reports. It answers instantly questions like when to file declaration 112 or the VAT deadline, and sends proactive reminders to your clients.

Does it integrate with my accounting software?

AllAI integrates with Saga, SmartBill, Facturis, WinMentor and other accounting systems through API or Zapier. Bookings and client data sync automatically with your CRM, and service and pricing information stays up to date.

Can it present service packages and pricing?

Yes. You configure the AI with your packages: micro-enterprise accounting, LLC, sole trader, payroll, audit. Each package with its monthly price, what's included, invoice limits and optional add-on services. The client receives a personalized offer based on their company type and activity volume.

How does it help during peak periods (annual filings)?

During peak periods, the AI handles 80% of repetitive questions about deadlines and documents, books consultations without overlaps and sends automatic reminders. Your team focuses on productive work, not answering the phone.

Is it suitable for a small office (1-3 accountants)?

Perfectly suited. The Starter plan at 24 euros per month covers website chat, service info and bookings. Professional at 59 euros per month adds WhatsApp, Voice AI and tax deadline reminders. A solo accountant saves 3-4 hours per day during peak periods.

Can it generate required document lists?

Yes. Based on the requested service, the AI generates a complete list of required documents: for company incorporation, accounting takeover, tax filings, reporting or audit. The client comes prepared to the first meeting, and the accountant saves 30 minutes per client.

How do tax deadline reminders work?

You configure the relevant tax deadlines for your clients, and the AI sends automatic notifications via WhatsApp and email 7 and 3 days before each deadline. It includes details about what needs to be filed and what documents to prepare. Zero missed deadlines, zero penalties.

Can the AI answer questions about tax legislation?

The AI answers general questions about VAT thresholds, sole trader contributions, expense deductibility, dividends and taxes based on its configured knowledge. For complex questions or specific situations, it directs the client to a consultation with the accountant, ensuring nothing goes unanswered.

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your accounting firm?

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