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Accounting & Advisory

A Client Assistant That Quiets the Phone at Filing Season

Stop answering the same question dozens of times in one week. BozLat AI chases missing documents, reports filing status and routes anything needing judgement to you.

24/7
Uninterrupted access
0-3 s
Average first response
Unlimited
Concurrent conversations
5 min
Average setup time

Use Cases

BozLat AI does exactly the following in your accounting & advisory business:

📄

Document Chasing

Sends a reminder to clients with missing paperwork as the period closes.

Example:As the filing deadline approaches, clients with missing documents get an automatic notice.
📥

Document Submission Flow

Clients send documents as photos or files and the submission is recorded.

Example:"How should I send the invoices?" → Explains accepted formats and logs the submission.
❓

Frequent Process Questions

Answers administrative questions such as office hours, fee policy and process steps.

Example:"When is the return due?" → Relays the calendar date and suggests a call for detail.
🔀

Routing Advisory Requests

Passes questions needing judgement to the accountant along with the collected context.

Example:"Can I deduct this expense?" → Gives no opinion, summarises and forwards to the accountant.

Key Features

Document collection flow
Clients can submit paperwork straight from the chat.
Period reminders
Missing document notices follow the filing calendar.
Confidentiality first
Financial data is visible only to authorised users.
Escalation to the accountant
Anything needing judgement goes to a human.

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Empower Your Accounting & Advisory Business with AI

Try 7 days for free — no credit card required, 5-minute setup.

Frequently Asked Questions

Does the assistant give tax or financial opinions?
No. Tax and regulatory interpretation belongs to the accountant. The assistant relays administrative information, collects documents and routes anything needing judgement to a human.
Are client documents secure?
Conversation records and submitted documents are visible only to authorised users; retention periods and access rights are managed from the dashboard.
Can it handle filing season volume?
Yes. There is no concurrency limit, so a large number of simultaneous client messages are answered without queuing.
Does it work with our accounting software?
The assistant does not write into accounting software by itself. Collected information is held as structured records in the dashboard for your team to process.
24/7 access