Can Chatbots Automate Marketing For Tax Practitioners?

Like Tweet Pin it Share Share Email
Improving artificial intelligence (AI) technology and the proliferation of messaging apps — which enable users and businesses to interact through a variety of mediums, including text, voice, image, video, and file sharing — are fueling the popularity of chatbots.


These software programs use messaging as an interface through which to carry out various tasks, like checking the weather or scheduling a meeting. Bots are still nascent and monetization models have yet to be established for the tech, but there are a number of existing strategies — like “as-a-service” or accountancy marketing — that will likely prove successful for bots used as a tool within messaging apps.

Chatbots can also provide practices with value added services that don’t directly generate revenue, but help increase the ability of brands and businesses to better target and serve customers, and increase productivity. These include bots used for research, lead generation, and customer service.

Accounting practitioners are learning how they can monetize chatbots by tailoring existing models. They are also exploring various ways chatbots can be used to cut practice marketing costs and overcome the slew of barriers that a practitioner need to overcome in order to tap into a potentially lucrative market.

Chatbot adoption has already taken off in the US with more than half of US users between the ages of 18 and 55 having used them, according to exclusive BI Intelligence survey data.

Chatbots boast a number of distinct features that make them a perfect vehicle for accounting and tax practitioners to reach consumers. These include a global presence, high retention rates, and an ability to appeal to a younger demographic.

Accounting practitioners looking to capitalize on the potential to monetize the software need to identify four existing models that can be successfully tailored for their practice. These models include Bots-as-a-Service, native content, marketing, and sales.

[bctt tweet=”Chatbots can also provide practices with value added services that don’t directly generate revenue” via=”no”]

Chatbots can also provide practitioners with value adds, or services that don’t directly generate revenue. Bots used for research, lead generation, and customer service can cut down on a practitioners operational costs.

There are several benchmarks chatbots must reach, and barriers they must overcome, before becoming successful revenue generators but they are currently being adopted and modified.

To achieve this, practitioners must understand :

  • The different ways their practice can access, utilize, and distribute content via chatbots.
  • The pros and cons of each chatbot monetization model.
  • The additional value chatbots can provide their practice outside of direct monetization.
  • The potential barriers that could limit the growth, adoption, and use of chatbots and therefore their earning potential.

Join us here at Practice Builder Publishing and become a part of the community, whether you become a contributing author, a peer recruiter, or merely a raving devotee of the Practice Builder Publishing resources, I'll work with you personally so you can reach the goals you set.

Best to you and yours,




P.S. Think I'm full of B.S.? Maybe you ought to let me know what you think. Plop your comments in the section down below the related articles and let me know what you think.!

P.P.S. Got questions about products and services I talk about, the terms of service, privacy nd all that stuff related to Practice Builder Publishing? Click Here to read the fine print.

Join over a half dozen accounting practitioners like yourself that like us on Facebook, plus join over 7 fast growing practitioners by joining our private Practice Builder Publishing Facebook Members Group! (Like those numbers? I just made them up. The group is small, but the advice is huge. Join now, while you can get in for free.)
Share your experiences, and pick our brains.


Get Into Tax Representation NOW!

I would love to see you build a great Tax Practice, building a strong client base by helping troubled taxpayers solve their problems with the IRS.

I want you to become a part of the Practice Builder Publishing network, and I want to work with you personally to reach maximum profit potential this year! Nothing I teach or help you with damage your credibility. It will simply get you more clients and help you make more money.

If you stop searching for the next magic trick, the perfect software, the "shiny object" that's going to do all the work for you (note: it doesn't exist)- and just focus on building & serving your market - you'll actually start seeing GREAT results. FAST.

Get started building your practice by learning how actual practitioners build their business marketing tax representation services, and start building it FAST, by clicking on the link below. Click the button below and find out more!

Comments (0)

Leave a Reply

Your email address will not be published. Required fields are marked *