Build an AI Agent for Bookkeeping & Tax Prequalification

In this article, I will walk through how I built a 4-agent AI chatbot in Voiceflow that completely transforms client intake for CPAs. The system engages prospects in natural conversation, prequalifies them for bookkeeping or tax services, gathers all the critical information your team needs, and routes them to the right specialist—before you even get on a call.

By automating intake and filtering out unqualified leads, this chatbot saves CPAs 15+ hours a week, captures after-hours prospects, and ensures every consultation starts with a fully prepared client.