AI LEAD INTAKE FOR ACCOUNTANTS
Every client, qualified before the first meeting.
Bowr sits on your practice website and conducts intelligent intake conversations 24/7, identifying the service type, understanding the urgency, and delivering a structured brief before you pick up the phone.
The problem
Accounting firms lose clients before they ever pick up the phone.
Tax season hides a year-round problem
Enquiries spike in tax season and your team is overwhelmed. But the off-season advisory and bookkeeping clients — the ones who generate steady recurring revenue — come in quietly and disappear when no one responds fast enough.
Your contact form tells you nothing useful
Name, email, 'I need help with my accounts.' You call back with no idea if they're a sole trader or a $5M business. Every intake call starts cold and often leads nowhere.
Unqualified enquiries burn your time
Free advice seekers, people outside your niche, or businesses too small to justify your fees — they all look the same on a contact form. Bowr screens them before they reach you.
After-hours enquiries disappear
A business owner searches for an accountant at 9pm after stressing about their BAS. They find you, hit your contact form, and hear nothing until the next morning. By then, they've called three others.
How Bowr Works
A conversation that qualifies, not interrogates.
Visitor starts a conversation
Bowr introduces itself as your intake assistant — not a chatbot. It greets the visitor warmly, in your brand's tone and voice.
AI infers the enquiry type
Within the first response, Bowr understands what the visitor needs and asks intelligent follow-up questions scoped to your services.
Enquiry is qualified and scored
Bowr scores urgency, fit, and lead temperature. Out-of-scope enquiries are redirected gracefully. Only the right ones progress.
Brief sent to your phone instantly
The moment the conversation ends, you receive an SMS and email — who they are, what they need, urgency, and a recommended action.
Built for ACCOUNTING FIRMS
Bowr knows what it won't do.
For accounting practices, this matters. Bowr is designed around intake, not tax or financial advice. It will never quote fees, interpret legislation, or advise on compliance. That protects your practice and builds client trust.
Never gives financial or tax advice
Bowr is trained to conduct intake only — it won't interpret tax law, recommend structures, or give any guidance that constitutes advice. When clients push for answers, it redirects gracefully to the consultation.
Stays within your service scope
You define the types of clients and services you handle during onboarding. Bowr only qualifies enquiries that match. Out-of-scope requests are handled professionally.
Handles sensitive financial situations with care
Business owners enquiring often feel embarrassed or stressed about their financial situation. Bowr is trained to respond with professionalism and warmth — it never feels like a form or a screening.
Always moves toward the next step
Every conversation ends with the visitor knowing what happens next — a call, a consultation, a follow-up. No dead ends, no unanswered questions.
The cost of doing nothing
Your website attracts enquiries.
Your intake process loses them.
The bowr comparison
You’ve tried the rest.
Now try the best.
The intake brief
Know the client's situation before you dial.
Every completed intake generates a full structured brief, delivered to your phone and inbox the moment the conversation ends. No more calling back blind.
Client name, phone, email— captured during intake
Business type & revenue— so you know what you're walking into
Service need— tax, advisory, bookkeeping, or all of the above
Urgency & deadline— EOFY pressure, overdue BAS, urgent need
Lead temperature & score— hot, warm, or cool
Recommended action— AI's suggested next step
Full transcript— every message saved and searchable
Pricing
One AI intake agent.
Every client brief ready before the first meeting
One AI intake agent on your website. Qualified leads in your inbox before you call. No lock-in.
30-day free trial · No credit card required · Cancel any time
FAQS
Questions about Bowr for accountants
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No. Bowr is an intake agent, not a tax adviser. It will never interpret legislation, advise on deductibility, quote fees, or make any tax or financial representations. It gathers the information your team needs to have a productive first conversation — service type, urgency, business structure, and what the client is trying to achieve.
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Bowr has ATO deadline awareness built into its accounting intake flow. It can detect when a visitor mentions tax time, BAS due dates, or lodgement urgency, and escalate the urgency score accordingly. You will know when a lead needs to be prioritised before you call.
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The accounting intake flow covers individual tax returns, business tax, BAS an bookkeeping, SMSF, business advisory, and financial reporting. You can refine these during onboarding to match exactly what your practice offers.
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Yes. Bowr qualifies the client type early in the conversation and adjusts its questions accordingly. A PAYG employee gets a different intake path to a sole trader or company director. This means the brief you receive already has the right context before you dial.
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Bowr works identically year-round. It does not know or care what time of year it is, it qualifies every enquiry with the same intelligence whether it is July tax time or January. All briefs are delivered instantly by SMS and email regardless of when the conversation happens.