AI chat for accounting firms and tax preparers.
Answer questions about services, fees, deadlines and documents, especially during tax season.
Free plan available · No credit card · Live in about 15 minutes
What your customers ask, every day
These questions already have answers in your documents. Telli finds them and replies in seconds.
Who handles what
You decide where the AI stops and your team takes over.
You upload
Services, fee schedule, document checklists, deadlines
Telli answers
Services, fees, checklists, deadlines
Your team handles
Specific tax situations and client accounts
Why accountants & tax preparers use TelliDesk Chat
Survive tax season
Document and deadline questions are handled for you.
More new clients
Prospects leave their details instead of calling around.
Fewer back-and-forth emails
Send everyone the same clear checklist.
Questions from accountants & tax preparers
Will it give tax advice?
No. It answers from your documents and hands specific tax questions to your team.
Can it share our checklist?
Yes, upload it and it answers from it.
Can it handle business clients?
Yes. Add your business services and fee schedule.
How much does it cost?
There’s a free plan to get started. Paid plans start at $29 a month, or $290 a year. See pricing.
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See how it worksGive your customers answers tonight.
Upload your services and see Telli answer in minutes. Free to start.