Business goals
Better lead qualification
Identify service needs and urgency before the first call, saving time for everyone.
On-time document gathering
Send automated reminders with checklists so clients submit everything you need.
Professional, timely responses
Answer common questions instantly while maintaining your professional brand.
Top challenges we solve
Chasing missing documents
Endless email chains trying to get clients to submit required paperwork.
Scheduling ping-pong
Back-and-forth emails finding time for intro calls and reviews.
Repeated basic questions
Same service and pricing questions asked over and over.
What QotBot does for finance professionals
Streamline client intake, document collection, and communications-all through secure, professional channels.
Intake triage
Identify service type and urgency: "Do you do S-Corp filings?" → "Yes. Want a 15-min intro this week?"
Document checklist reminders
"What docs for a 1040?" → "Here's the checklist. I can schedule when you're ready."
Calendar routing for intro calls
Automatically share booking links and confirm appointments with clients.
Status updates
"Return status?" → "Ready for review. Book a review call?"
Secure portal links
No PII uploads in chat-direct clients to your secure document portal.
Service & pricing FAQs
Answer common questions about your services, rates, and processes instantly.
Example conversations
"Do you do S-Corp filings?"
"Yes. Want a 15-min intro this week?"
"What docs for a 1040?"
"Here's the checklist. I can schedule when you're ready."
"Return status?"
"Ready for review. Book a review call?"
Day-one setup
Get started quickly with our guided setup process
Service types
Define your service offerings
Onboarding questionnaire
Set up client intake questions
Scheduling link
Connect your calendar
Portal URL
Link to secure document portal
Newsletter ideas
Keep clients informed with regular updates and financial guidance
KPIs to watch
Track what matters most for your financial practice
Qualified leads
Leads with clear service needs
Time-to-first-meeting
Speed from inquiry to intro call
Checklist completion rate
Documents submitted on time