AI WhatsApp Chatbot for Accountants & Tax Advisors

Receive documents, schedule tax meetings, and answer tax questions via WhatsApp.

Ver Precios
Actualizado: marzo de 2026
500+ negocios activosAPI oficial de MetaConfigura en 5 min

¿Te suena familiar?

  • Chasing clients to submit documents on time
  • Calls during tax season overwhelming the team
  • Explaining deadlines and tax requirements to each client individually

Con Tecca

  • Automatic deadline and pending document reminders
  • Organized document reception directly via WhatsApp
  • Tax meeting scheduling without back-and-forth calls

Datos clave

+75%
Documentos recibidos a tiempo
8-10h
Ahorro semanal en comunicacion
75%
Clientes que responden al primer recordatorio
90%
Reuniones agendadas sin llamadas

The most frustrating part of accounting isn't tax complexity — it's chasing clients for documents. Tecca sends automatic, escalating reminders: first a friendly nudge, then a follow-up, then an urgent notice. 75% of clients submit within 48 hours of the first reminder. For new clients, the bot answers questions about services, pricing, and documentation requirements, then offers to book an initial meeting. Firms report saving 8-10 hours weekly on client communication alone.

Casos de uso en la práctica

1

March 5th, 10 days before the annual filing deadline. The bot sends 45 personalized reminders listing each client's missing documents. Within 48 hours, 34 of 45 clients have submitted everything — no phone calls needed.

2

A business owner messages at 7 PM asking about accounting services. The bot asks about entity type, tax regime, and employee count, shows applicable services with pricing, and offers a Thursday 10 AM meeting with the accountant.

Simple setup

How Tecca Works for Accountants & Tax Advisors

1

Elige tu plan

Selecciona el plan que mejor se adapte a tu negocio. Sin compromiso.

2

Completa tu información

Cuéntanos sobre tu negocio, servicios y horarios en un formulario simple.

3

Conecta tu WhatsApp

Vincula tu WhatsApp Business escaneando un código QR. Toma 2 minutos.

4

Listo para responder

Tu asistente comienza a atender clientes automáticamente.

Testimonios reales

Lo que dicen negocios como el tuyo

Probé varios chatbots y Tecca es el único que realmente entiende lo que mis clientes preguntan. La IA conversacional es otro nivel.

98% satisfacción
R

Ricardo Morales

CEO, Negocios Digitales

Meta Business Partner
Cifrado end-to-end
Soporte en español

Preguntas frecuentes

Todo lo que necesitas saber sobre Tecca para tu industria

Tecca connects to your WhatsApp Business and automatically responds to your customers using artificial intelligence. You can configure it with your accountants & tax advisors specific information so it answers questions, schedules appointments, and more.
Basic setup takes less than 10 minutes. You just need to connect your WhatsApp number, add your business information, and Tecca will be ready to respond.
Yes, Tecca learns from the information you provide about your business, services, pricing, and hours. Responses are fully adapted to your brand and communication style.
Tecca automatically detects when a customer needs personal attention and notifies you. You can also configure keywords that trigger human intervention.
Yes, Tecca integrates with Google Calendar to automatically sync appointments. It can also work independently with its own scheduling system.
Setup en 5 minutos

¿Listo para automatizar tu negocio?

Únete a más de 500 negocios que ya usan Tecca para responder automáticamente por WhatsApp.

7 días gratisSin tarjetaCancela cuando quieras