Keystone CPA Tax Planning Program

This particular chatbot template is built for various professionals or tax businesses who help people with their tax strategies and want them to sign-up for their services. This tax service template comes with a simple yet smart flow that will help you streamline all the important content regarding your services and relay it to your clients in a simple manner. The tax burden on people puts a lot of pressure on them and they are always looking for tax solutions; using this interactive chatbot you can easily engage a larger number of clients and increase your average return rate. It is also an effective lead generation tool and captures the names, phone numbers, and emails of prospective clients; you can easily use it to curate an email list for any future online marketing campaigns.