The short version
Publish your packages and prices, list tax advice as a topic to avoid, and have Chati book a short call for anything about someone’s own tax position.
What clients ask, and Chati answers
- “How much is a self-assessment return?”
- “Do you work with sole traders?”
- “Can you do my bookkeeping?”
- “Which software do you use?”
- “When is the self-assessment deadline?”
- “How do I switch to you from my current accountant?”
What Chati hands to your team
- Advice on someone’s tax position.
- HMRC letters or investigations.
- Existing clients’ accounts.
What to add to Chati’s knowledge
- Your website, including your services and packages pages.
- Your fees, or how you price work, and what each package includes.
- Key deadlines you’re happy for Chati to share.
- How onboarding works: the first call, identity checks and what to send.
- The software you work with.
Settings we recommend
- Tone of voice: Formal or Friendly.
- Topics to avoid: tax advice and anything about someone’s own tax or financial position.
- When it isn’t sure: take contact details.
- Lead capture: after the first answer, asking for name, email, phone and the type of business.
- Welcome messages: in January, a welcome on your self-assessment page such as “Running out of time for your tax return? I can help.”
Be careful with
Deadlines and rates change. If you add them to Chati’s knowledge, check them each tax year, or point Chati to the GOV.UK pages. Chati shouldn’t say what someone can claim or how much tax they owe, and it won’t if you list tax advice as a topic to avoid. Turn on Remove card numbers and bank details from chats in Settings.
Connect your systems
Popular custom builds for practices are practice management software, client onboarding and document requests. See custom builds.
Chati gives general information from your own website and documents. You stay responsible for what it says, so check its answers, especially anything to do with health, law or money.