Accounting & Tax Firms: Handle VAT and Corporate Tax Questions at Scale

Around VAT deadlines and corporate tax registration windows, accounting firms are swamped with WhatsApp questions from small business clients.

Squidfy answers general questions about your services and deadlines from your knowledge base, collects documents and routes clients to their accountant.

Common WhatsApp challenges

Deadline-season floods. Everyone asks at once. Document collection by chat. Invoices, statements and licences scattered across chats. Prospect enquiries. New clients want quotes quickly.

Service and deadline FAQs

Bookkeeping packages, VAT filing and corporate tax registration.

Client assignment

Route each client to their accountant.

New client pipeline

Enquiry, Proposal, Onboarded.

PDF knowledge

Upload service guides and deadline calendars (paid plans).

What to add to your knowledge base

The AI answers only from content you give it. Start with: Services and packages; Key tax deadlines; Document checklists; Fees; Onboarding process.

Which plan fits?

Pro's 5 seats and analytics fit growing firms. Large practices need Business. Every plan includes the shared inbox and knowledge base; yearly billing saves 20%, and Meta's WhatsApp message charges are billed separately.

Pro tip

Keep a document checklist for each service in the knowledge base. The AI can share it the moment a client signs up.