Handle Tax Season Without the Overwhelm

For Accounting & Tax Firms in the Philippines

Tax deadlines create inquiry floods. Answer every question instantly, schedule consultations automatically, and collect client documents 24/7—while your team focuses on what they do best: accounting and tax preparation.

Try it yourself!

The Hidden Costs of Manual Client Management

Your team is drowning in repetitive inquiries while potential clients slip through the cracks. Here's what's costing you:


Tax Season Inquiry Tsunami

March to April brings 400% more inquiries. Your phone rings non-stop with "Do you handle X?" and "What are your fees?" Staff spends 45+ hours weekly answering the same questions instead of preparing returns.

45+ hours wasted weekly

Document Collection Nightmare

Clients forget to bring W-2s, receipts, and BIR forms. You waste time following up via phone and email. Appointments get rescheduled, delaying revenue and creating last-minute deadline stress.

35% of appointments rescheduled

After-Hours Lead Loss

 68% of inquiries happen outside business hours—evenings when people get home and realize the tax deadline is approaching. These prospects don't wait. They call the next firm that picks up.

~820 missed leads/month

Your 24/7 Accounting Assistant

 Easy Assist AI handles client inquiries, schedules consultations, collects documents, and qualifies leads—so your team can focus on accounting, not answering phones.

Instant responses during tax season mean you capture every inquiry. No more "I called but nobody picked up" reviews. Individual returns, business taxes, bookkeeping, and audit support—all handled automatically.

31% >> 54%

Client Conversion Rate

Stop answering "What documents do I need?" and "Do you handle corporate tax?" hundreds of times. AI handles service explanations, fee structures, and document checklists automatically.

45 hours/week saved

Admin Time Reduced

AI sends clients customized checklists based on their needs—individual return, business taxes, audit support. Clients arrive prepared with W-2s, receipts, financial statements. No more rescheduled appointments.

BIR Forms  |  Financial Statements  |  Receipts

AI asks about business type, tax complexity, filing deadlines, and budget. Qualified clients book consultations; DIY filers get helpful resources. Your team only talks to clients who are ready to hire.

Service Match  |  Budget Check  |  Urgency Scoring

Built for Accounting & Tax Practices

Specialized features designed for CPAs, accountants, and tax professionals

Service Expertise

Handles inquiries for tax preparation, bookkeeping, payroll, audit support, business registration, financial consulting, and more. Clearly explains what you offer.

Tax Season Scheduling

Books consultations based on service type, urgency, and deadline proximity. Prioritizes last-minute filers while managing your capacity during peak season.

Document Requirement Lists

Automatically provides customized document checklists for individual returns, business taxes, audits, or bookkeeping setup. Reduces incomplete appointments.

Deadline Tracking

Recognizes urgency when clients mention approaching tax deadlines. Flags rush cases for priority handling and quotes expedited service fees when applicable.

Business Type Identification

Asks about entity type—sole proprietor, corporation, partnership, LLC—to route clients to the right specialist and set accurate fee expectations.

Fee Structure Transparency

Clearly explains your pricing—flat fees for simple returns, hourly rates for complex work, monthly bookkeeping retainers. No surprises for clients.

Get Started in 3 Simple Steps

No technical expertise required. Start capturing more clients today.


Upload Your Services

Add your service menu—tax prep, bookkeeping, audit support, fees, document requirements, and FAQs. Takes 10 minutes. Your AI learns everything about your practice.

Connect Your Channels

Add the chat widget to your website, connect Facebook, WhatsApp, or SMS. Simple one-click integrations with your existing calendar and tools.

Start Booking Clients

Your AI responds to every inquiry instantly, qualifies leads, collects documents, and books consultations 24/7—even during tax season chaos.

"Tax season used to be chaos—our phones rang constantly with the same questions over and over. Easy Assist AI now handles all initial inquiries, collects documents upfront, and books qualified clients automatically. We onboarded 180 new clients this year without hiring extra staff. Our team can actually focus on tax preparation now instead of answering phones."

Maria Santos, CPA
Managing Partner, Santos Accounting Services, Quezon City

89%

Client satisfaction rate

180

New clients this tax season

Flexible Plans for Every Practice Size

From solo CPAs to large firms. All plans include consultation booking and document collection automation.

Free Forever

 ₱0

30 messages/month

Try before you commit

Micro Business

 ₱999

1,000 messages/month

Perfect for solo practices

Small Business

 ₱2,499

5,000 messages/month

Multi-accountant support

Business Pro

₱4,999

10,000 messages/month

Advanced integrations

Frequently Asked Question

Will it replace my staff?

No—Easy Assist AI handles repetitive inquiries and lead capture so your staff can focus on high-value conversations and clients.

Can I try your service for free?

Yes, we have a free plan for everyone to try our smart chatbot. Start your free trial here - https://app.easyassistai.com/signin

How much does it cost?

Easy Assist AI has PH-friendly monthly plans (PH pricing applies to PH-based businesses) and pricing is exclusive of taxes.

Free (forever) – ₱0/mo: 1 chatbot, 30 message credits/mo, 

Micro Business – ₱999/mo: 2 chatbots, 2,000 credits/mo, lead capture + appointment scheduling, Facebook integration 

Small Business – ₱2,499/mo: 5 chatbots, 5,000 credits/mo, Facebook + Instagram, webhook/API integration

Business Pro – ₱4,999/mo: 10 chatbots, 10,000 credits/mo, WhatsApp + SMS (Twilio), visitor analytics, etc.

What happens after my free trial ends?

You can start with the Free plan (₱0/month) and upgrade anytime when you need more message credits, lead capture, appointment scheduling, or additional channels. 

If you choose a paid subscription, it runs on a billing cycle and renews unless you cancel.

Can I cancel anytime?

Yes. You can cancel your subscription renewal through your account or by contacting support. Your plan will stop renewing after cancellation. 

I'm not technical, can I use this?

Absolutely! You can setup your smart chatbot in 5 minutes and get it live in 10 minutes. Book a demo now and we'll show how easy it is.

How is this different from LetsChat / ManyChat / Chatfuel / other chatbots?

LetsChat/ManyChat/Chatfuel are great for rule-based flows. Easy Assist AI is built as an AI chatbot trained on your data (your services, pricing, policies, FAQs) and supports a broader set of business workflows like lead capture, appointment scheduling, live chat, and integrations depending on plan. 

Can I control what it says?

Yes. You provide the service info, pricing, policies, and tone. You can update it anytime (promos, hours, menu changes).

Does it speak Tagalog?

Yes—English-first, but it naturally responds in Tagalog/Taglish when customers message that way.

Can it handle multiple branches?

Yes—if your business has multiple locations, you can structure the knowledge base by branch and guide customers accordingly.

Does it give medical advice?

It can be configured to avoid medical diagnosis and instead provide general guidance + recommend a consultation for anything sensitive.

Is it compliant with PH data privacy expectations?

You can configure what data is collected. We recommend adding clear consent language and only collecting what you need.

How fast can we launch?

Most beauty businesses can go live quickly once services, prices, and FAQs are added.

Can it work with my booking process?

Yes. Use your booking link, manual scheduling flow, or integrations via webhook/API.

What if the chatbot doesn’t know the answer?

It can ask follow-up questions, offer options, or route to your team with the customer’s details.

Can I track performance?

Yes—track inquiries, leads captured, and top questions to improve your content and offers.

What if my customers don't like talking to a bot?

That’s okay—Easy Assist AI supports Live Chat so customers can opt to talk to a human when needed. For Beauty & Aesthetics specifically, it also acts like a “front desk”: fast answers first, then smooth handoff for special cases.

Will this work with my existing booking system?

Yes. You have 2 common options:

  1. Use Easy Assist AI appointment scheduling (available starting Micro Business) 
  2. Keep your current booking flow and let the chatbot collect details + guide clients to book, then for deeper automation use Webhook/API integration (available starting Small Business).

Still have questions? Chat with us now.

More leads. Less support load. Zero missed messages.

POWERED BY:

Survive Tax Season Without the Stress

 Stop losing clients to faster competitors. Capture every inquiry with instant responses—setup takes just 10 minutes.

Empower your conversations.

Fairfax 2, California Garden Square

Mandaluyong, 1550 Philippines

 

127 Broadway Avenue

Toronto, ON M4P 1V4 Canada

 

support@easyassistai.com

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