1. The chatbot asks the customer to select one of the three models that the company offers for the different needs of their clients, namely VTAX (for entrepreneurs that want flexibility), TAX (for serious entrepreneurs just getting into tax business), and EXPERT (for the tax pro who wants to enhance business through tech).
2. It asks them to select a date and time for a no-obligation consultation call.
3. It collects their phone number and email address.
4. It can be used by mortgage lending agents to explain the wide range of tax solutions/services that the company offers.
5. It can help small-business owners in building a good marketing strategy for themselves.
6. Such chatbots can act as tax preparers for tax payers.
7. It can save a mortgage agent's time spent on dealing with tax leads.
