FeaturesHow It WorksIndustriesPricingConnect WhatsAppSign In
For Accounting Firms

The AI WhatsApp Assistant Built For Accounting & Tax Firms

Clients message about deadlines, documents and fees, especially at tax time. NextReply answers every enquiry on WhatsApp, handles common questions, and books consultations into your calendar, so nothing gets lost in the rush.

No Setup FeesCancel AnytimeConfidential By Design
N
Ledger & Co Accountants
online
Hi, I need help filing my tax return. Can we book a call? ๐Ÿ“Š
0:06
Happy to help. We offer a consultation to get started. I have Tuesday 10 AM or Thursday 4 PM. Which works?
Tuesday 10 works
Great. Can I take your name to confirm the appointment?
Sarah
All set, Sarah! Tax consultation, Tuesday 10 AM. ๐Ÿ“Š
Booked ยท BK-1047
2B+WhatsApp Users Worldwide
98%Message Open Rate
~5 secAverage Reply Time
24/7Automated Replies
The Problem

Why Accounting Firms Lose Clients On WhatsApp

For most accounting and tax firms, WhatsApp is where clients reach out. They ask about deadlines, what documents you need, your fees, or send a quick "can you help with my return?" as a filing date approaches.

When your team is buried in returns or the office is closed, those messages sit unread. A prospect who does not hear back hires another accountant, and you lose the work at your busiest time.

  • Missed enquiries during tax season
  • Team buried in returns and filings
  • The same questions: deadlines, documents, fees
Missed while you worked3 unread
S
Sarah10:48 PM

What documents do you need for my tax return?

A
Aisha11:15 PM

When is the filing deadline this year?

M
Maria7:02 AM

๐ŸŽค Voice message ยท asking about bookkeeping

Hired another accountant instead
Features

What NextReply Handles For Your Firm

From the first enquiry to a booked consultation, it handles reception the way your best office manager would.

Guides Document Requests

NextReply tells clients exactly what documents you need for their return or service, so they arrive prepared and your team wastes less time chasing paperwork.

Sends Deadline Reminders

Clients reply about filing dates, submissions and follow-ups over WhatsApp, so fewer people miss a deadline and fewer things fall through the cracks.

Books Consultations

It offers consultation times that are genuinely free, confirms the client, and drops the appointment into your calendar with a reference number.

Answers Fee & Deadline FAQs

What are your fees, when is the deadline, what services do you offer? NextReply answers from your details, instantly and accurately.

Escalates To Your Team

Anything requiring professional judgment is passed to an accountant with full context. NextReply never gives tax or financial advice on its own.

Speaks Their Language

Every reply comes back in the language your client wrote in, so a diverse client base always feels understood.

How It Works

Your Firm Goes Live In Three Steps

No technical skills needed. Set it up once and let it run.

1

Add Your Firm

Tell NextReply your services, fees, deadlines and the questions clients ask most. This becomes your AI's knowledge.

2

Connect WhatsApp & Calendar

Link your existing WhatsApp Business number and consultation calendar. Nothing changes for your clients.

3

Watch Consultations Book

Clients chat as normal. NextReply answers, books consultations and shows every enquiry in your dashboard.

Loved By Salon Owners

Calmer Tax Season, More Clients

At tax time enquiries used to pile up unanswered. Now NextReply replies instantly, books consultations, and our busiest season runs smoothly.

EC
Sarah LedgerPartner, Ledger & Co Accountants

It tells clients exactly which documents to bring, so we stopped chasing paperwork and our appointments run on time.

OM
Mark DaviesManager, Davies Tax Advisors

During deadline season the phone never stopped. NextReply handles the routine questions so my team can focus on the returns.

SB
Emma WrightAccountant, Wright & Partners
Pricing For Accounting Firms

Plans That Fit Your Firm

Every plan runs the same AI assistant for your firm. Pick the enquiry volume that fits.

Starter
For solo accountants getting started.
$29/mo
Services You Get
  • Books client consultations
  • Guides document requests
  • Answers fee & deadline FAQs
  • Up to 500 bookings / month
Start Free
Most Popular
Pro
For busy firms at tax season.
$59/mo
Everything In Starter, Plus
  • Up to 1500 bookings / month
  • Full client chat history
  • Read every past client chat
  • Priority support
Start Free
Business
For multi-partner firms & practices.
$99/mo
Everything In Pro, Plus
  • Unlimited bookings
  • Send bookings to your CRM
  • Connect Zapier, Make or Sheets
  • Dedicated onboarding
Start Free

If you reach your monthly booking limit, your AI keeps replying and lets clients know your team will confirm shortly, so no booking is ever lost. Upgrade any time.

FAQ

Accounting Firm Questions

Does it give tax or financial advice?
No. NextReply handles questions, document guidance and consultation booking only. Anything requiring professional judgment is passed to an accountant, so advice always comes from your team.
Can it remind clients of deadlines?
Yes. Clients reply about filing dates and submissions over WhatsApp, so fewer people miss a deadline, and it books consultations straight into your calendar.
Do I need to change my firm number?
No. NextReply connects to your existing WhatsApp Business number, so your clients keep messaging the same place they always have.
Is client information kept confidential?
Conversations run over encrypted connections and are only visible to your firm. NextReply is built confidentiality-first, though it does not replace your own professional obligations.
How quickly can my firm go live?
Most firms are live within minutes. Create your account, add your services and fees, connect WhatsApp and your calendar, and you are ready to take enquiries.

Related Industries

More Clients, Less Chasing Paperwork

Let NextReply answer every client on WhatsApp and book your consultations, day and night. Start free, no card needed.

Start Free