AI Operator for Accounting & Tax
Your AI Operator chases documents so your team chases growth
Tax season turns your firm into a document-collection agency. Eaxy deploys an autonomous AI Operator on a dedicated server that contacts clients via WhatsApp, Instagram, Telegram, and web chat to collect documents, answer deduction questions, and keep every filing on track — without your staff lifting a finger.
Eaxy helps accounting & tax teams capture qualified inquiries, automate repetitive replies, and move buyers from first message to booked revenue with an AI Operator deployed on dedicated infrastructure.
Outcomes buyers usually want first
Need technical and buying proof? Review our pricing, compare hub, FAQ and our security page before you book a demo.
What buyers validate before they shortlist a vendor
Use these pages to review pricing, compare alternatives, confirm deployment fit, and evaluate the security model before you book a demo.
Pricing & rollout
See plans, deployment scope, and what it takes to go live quickly.
Open page →Compare alternatives
Review how Eaxy differs from shared inboxes and generic chatbot tools.
Open page →Buyer FAQ
Check answers on setup, integrations, ownership, and ongoing operations.
Open page →Security overview
Review isolation, data handling, and production-readiness details.
Open page →Challenges we solve for accounting & tax
Staff spends weeks chasing clients for W-2s, receipts, and bank statements every tax season, sending the same follow-up messages over and over
Missed filing deadlines because one client ghosted your emails and nobody caught it until the extension window closed
New client onboarding takes days of back-and-forth collecting entity documents, prior returns, and access credentials across scattered channels
Your most experienced accountants waste hours answering the same deduction eligibility and documentation questions instead of doing high-value advisory work
What your AI Operator handles for accounting & tax
Automated document collection: the AI Operator messages each client on their preferred channel, requests missing documents by name, sends reminders on a schedule, and confirms receipt — all without human intervention
Deadline management: the Operator tracks every client filing date, escalates unresponsive clients before cutoff, and notifies your team only when intervention is truly needed
Self-service onboarding: new clients complete intake through a guided conversation on WhatsApp or web chat, uploading documents and signing engagement letters in one session
Instant deduction guidance: the Operator answers common questions about home office deductions, vehicle mileage, retirement contributions, and required documentation 24/7 so your CPAs focus on complex advisory
Not a chatbot — a full AI Operator
Most "AI solutions" give you a basic chatbot on shared infrastructure that waits for someone to type a question. Eaxy is fundamentally different.
Dedicated Instance
Your AI Operator runs on its own isolated environment — not shared infrastructure. Faster responses, better uptime, complete data isolation.
Autonomous Operation
Your AI doesn't just respond to messages. It proactively follows up with leads, sends reminders, escalates issues, and runs multi-step workflows.
Multi-Channel Native
One AI Operator handles WhatsApp, Instagram, Telegram, and web chat simultaneously — maintaining context across every channel.
Team-Configured
Our team sets up, trains, and deploys your AI Operator for your specific business. No conversation flows or prompts to write.
Industry-Trained
Pre-trained on accounting & tax workflows, terminology, and customer expectations. It understands your industry from day one.
10,000+ Integrations
Connects to your existing tools — calendars, CRMs, payment systems, order management — so it actually gets work done.
How deployment works
Discovery Call
We learn about your business, workflows, and the tasks you want automated.
Configuration
Our team configures your AI Operator with your brand voice, business rules, and integrations.
Dedicated Deployment
Your AI Operator is deployed on a private server optimized for your workload.
Go Live
Connect your channels and your AI Operator starts handling real conversations within 24 hours.
Available on the channels your customers use
Your AI Operator operates across all major messaging platforms simultaneously, maintaining context across every conversation.
Each channel page shows where this industry usually sees faster response times, better qualification, and stronger conversion paths.
Best when leads already message your team and expect immediate answers.
Explore channel →Strong for discovery-driven buyers who convert through DMs and social proof.
Explore channel →Web Chat
Ideal for website visitors who need answers before they buy or book.
Explore channel →Telegram
Useful for repeat buyers, communities, and direct messaging-heavy workflows.
Explore channel →Frequently asked questions
These answers cover the operational objections buyers raise most often, including deployment speed, ownership, integrations, and compliance-sensitive workflows.
Need technical and buying proof? Review our security page and our FAQ if your team needs a broader due-diligence pass.
How does the AI Operator collect tax documents from my clients?
Can the Operator handle clients who ask complex tax questions?
Will this work during tax season when we have hundreds of clients to contact?
How long does it take to set up the Operator for my accounting firm?
Learn more about AI for accounting & tax
Explore our guides on deploying AI Operators for your industry.
Ready to transform your accounting & tax business?
Start with pricing, then use compare, FAQ, and security to qualify fit before rollout.