How to Create a Free ChatBot for Accounting Websites

accountant chatbot

Accountants love numbers and stats, right? How about this? ArtiBot users get up to 3x more leads on their websites when using our bots compared to other lead capture tools they have used. That’s because ArtiBot can capture your website leads 24 hours a day, 7 days a week, all without you needing to be available.

ArtiBot is a perfect match for Accountants looking to boost leads on their website and beyond. lets you make a chatbot that can schedule meetings with current and potential clients, allow them to pay for your services inside the bot and many customization options to really stand out from your competition.

What’s great about the calendar feature above is that it can connect to a Google Calendar with just a few clicks. So when tax season comes around, you don’t have to worry about double booking clients or answering tons of questions as to when they can meet with you. Let ArtiBot do all the hard work for you so you can focus on your clients.

Additionally, you can qualify your leads even further by making them pay for your services in advance. ArtiBot can collect payments within the bot itself. So before you fix their finances, they can pay you or your company first.

Last thing… everything mentioned above is available completely free.
So you can quickly and easily (and FOR FREE!) create your ChatBot for your Accounting website right freaking now.

So let’s go through step-by-step instructions on how to create you Accounting ChatBot:

  • Sign up for your free account at
  • From your ArtiBot dashboard, click the Add ArtiBot icon. A red arrow will be pointing to the button.
  • A list of available bot templates shows up. We have made several templates that can help get you started or you can start from scratch. Scroll down or search for the Accounting Services template and select it.
  • Now you’ll see your bot conversation. You can go through the entire flow to edit any text, add/edit the questions and customize the images and color of the bot from here.
  • Once you have your bot setup and customized to your liking, click the Publish button at the top so it can get added to your website.
  • Lastly, you will see an Install ArtiBot tab. Go there to see your options on how to get it added to your site. A little bit of copy/paste of Javascript and you’re done!

Now that you have your bot created and on your site, here are a few things you can do to really make leads start rolling in.

  • Check out the Settings tab for your bot to see where you can change the color of the collapsed bot image, change the location of the bot and even add your personal or company image into the bot so they know who they are leaving their info with.
  • Also from the Settings tab will be a Recipients section. Here is where you will want to add who gets alerted of all of the leads that come into your bot. You can get alerted via email, through our Zapier integration, or even from our free mobile apps. Which reminds me…
  • Download our free native mobile apps on your mobile devices so you can get an instant notification the second a new lead is captured. Always Be Closing with ArtiBot  (ABC…A!)
  • If you don’t have a website (or even if you do), go to the Hosted tab for your bot to setup a Personal Bot Page. This fully customizable page is hosted by ArtiBot and lets you create a web page that you can easily share anywhere. Things like the content, color, configuration and font can all be changed to give you a truly personal Accounting bot page where visitors can interact with your bot. Check out this example to get excited:

Just one more thing… what are you waiting for? Create your Accounting ArtiBot today completely free and start turning your website visitors into instant leads!

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