Accounting firm

Your clients get their answers on procedures, your account managers keep their time for the files

Documents to send for VAT, deadlines, missing records, a change of situation: a KernChat assistant answers from the firm's procedures, recognizes the client signed in to your portal and alerts their account manager when a question calls for advice.

A conversation, as your customers would see it

Every client recognized by your portal asks their questions to an assistant that knows your procedures and their file.

What remains

  • The client is identified by your portal and only sees their own file.
  • What they said is remembered, with their consent, for next time.
  • Your account manager receives the full conversation.

The firm’s assistant

Which documents should I send you for this quarter’s VAT?

For your file: your sales and purchase invoices of the quarter, your bank statements and your expense notes. Filing happens before the quarter’s deadline.

Firm procedures › VAT

I also invoice in France since this month, does that change anything?

It may change your regime. I am flagging it to your account manager, who will get back to you.

Kept in the client record, account manager notified

Daily life at an accounting firm

Before every deadline the same questions arrive: which documents to send, by when, in what form. Account managers answer by e-mail and phone while working on closings, and the questions that truly need their advice get lost in the pile.

What the assistant changes for you

  • Procedure questions are settled without you. VAT, expense claims, records to provide, deadlines: the assistant answers from the firm's procedures and cites the one it used
  • Each client is recognized. At the Connected collaborator level, the client signed in to your portal is identified, and the assistant only discusses their own file
  • Changes in circumstances are flagged. A new activity, sales abroad, a first hire: the assistant records it in the client's file, with their consent, and alerts their account manager
  • Account managers have more time for advice. Questions needing advice reach them with the full conversation
  • Procedures get better. A question that keeps coming back unanswered becomes a suggestion to approve, and your client documentation grows

The questions your clients ask most

The assistant answers questions about procedures. As soon as a situation needs advice, it passes the question to the account manager.

  • Which documents should I send you for this quarter's VAT return?
  • What is the filing deadline, and what happens if I miss it?
  • How should I send you my purchase invoices?
  • Are my car expenses deductible?
  • I am starting a business as a secondary occupation, what do I need to do?
  • What is the status of my tax return?
  • Can you send me a certificate for my bank?
  • Who is my account manager, and how can I reach them?

What to gather for a first version

  • The procedures you already send your clients: VAT, expense claims, year-end closing
  • Your deadline calendar and the list of documents required for each deadline
  • Your administrative team's standard replies
  • The list of topics that always need the account manager's advice
  • The way you identify a client signed in to your portal, if the assistant needs to discuss their file

What the assistant does not do

It gives no tax or legal advice on an individual case and does not replace the account manager: it answers on procedures and passes the rest on. It only sees what you give it, and each client only sees what concerns them.

Where to start

The procedures you already send your clients, your deadline calendar and the FAQ of your website form its initial knowledge base. Set-up is done with you; contact memory and your team's roles are described in the features. Telecom operators, who also serve SMEs, use it to qualify their requests.

The level that usually fits

In this sector, most organizations start at the Connected collaborator level. The one-hour audit confirms it or suggests another.

To go further

Three levels, one assistant

Assistant, Collaborator, Connected collaborator: it answers, it works with your team, it acts in your tools.

Set-up from €1 500 excl. VAT, subscription from €100 excl. VAT per month: hosting in Europe, AI usage and monthly review included. The level and the exact price are set after the audit.

Everything starts with a one-hour audit of your questions, your documents and your tools.

Request a demo

Frequently asked questions

Can an AI assistant answer an accounting firm's clients?
Yes, on the firm's procedures: documents to provide, deadlines, how to send records. A KernChat assistant cites the procedure it used and, as soon as a question calls for advice on a file, alerts the client's account manager with the conversation.
Does client data stay confidential?
Yes. A client recognized through your portal only sees their own file, the assistant remembers nothing without their consent and the data is hosted in Europe, with a retention period you set.
What does the assistant do with a specific tax question?
It gives the general information written in your procedures, then passes the question and conversation to the client's account manager. It does not give advice on an individual file: that remains your firm's work.

Further reading

See it on your own cases

Everything starts with a one-hour audit of your questions, your documents and your tools. Then we propose the level that fits.

Request a demo