Tax Intake On Autopilot Book More Consults
TaxNest answers client questions, collects intake details, and books consultations through your web chat widget and WhatsApp channel (requires the customer's WhatsApp Business account connection).
Try TaxNest yourself
Open the TaxNest demo in a new tab to explore the experience.
From first chat to booked consult
A simple setup that helps your firm capture more qualified tax leads.
Pick the tier that fits your firm and monthly conversation volume.
Tell TaxNest what details to ask each prospective client.
Publish the web widget and add WhatsApp when you want it live.
Upload the answers and service notes your assistant should use.
Start turning website visitors into qualified tax conversations.
Your team can step in from the dashboard whenever needed.
Built for accounting firms
TaxNest focuses on intake, booking, and clean handoffs so your team can spend less time repeating the same questions.
Client Intake
Collects filing goals, deadlines, entity type, and other key details before the first meeting.
Consult Booking
Books consultations directly from chat and helps fill your calendar.
Tax Season Checklists
Guides clients through the documents and answers your firm wants to collect.
Multilingual Replies
Conversations flow naturally in the language the client writes.
Conversation Summaries
Every conversation is summarized for your team so follow-up is faster.
Human Handoff
If your team is available in the Nextlify dashboard, the assistant can pass the conversation to a live person instantly.
A strong monthly value stack
Designed to replace repetitive front-desk work with a single assistant that responds around the clock.
What you get
Choose the volume that fits your firm
Conversation tiers stay predictable as your intake grows.
Standard
25 conversations included, then $0.59 each. No forced upgrade to a bigger plan.
- ✓Web chat widget and WhatsApp channel
- ✓Human handoff to your team
- ✓Conversation summaries
Volume
200 conversations included, then $0.53 each. No forced upgrade to a bigger plan.
- ✓Web chat widget and WhatsApp channel
- ✓Human handoff to your team
- ✓Conversation summaries
A conversation means one complete interaction with a user. Additional conversations are billed at your plan's per-conversation rate.
Built for busy firms
TaxNest helps your firm capture more qualified leads, reduce repetitive intake work, and hand off complex cases to your team without losing the conversation.
Questions firms ask before going live
It answers common tax questions, collects intake details, and helps book consultations for your firm.
Yes. TaxNest runs as a web chat widget and can also use the WhatsApp channel when you connect your own WhatsApp Business account.
Yes. You can guide it to ask the questions your team needs before the first meeting.
Yes. It can turn qualified conversations into booked consultation requests.
Yes. It can respond using the materials and FAQs you provide so answers stay aligned with your firm.
When your team is available in the Nextlify dashboard, the assistant can pass the conversation to a live person instantly.
Yes. It responds naturally in the language your client uses.
Ready to improve intake?
Launch a branded tax intake assistant that helps your firm capture more consults and keep conversations moving.