Deadline Reminder Bot
SA, VAT, CT, payroll alerts
AI chatbot for
Accounting & Tax
Clients, Deadlines & Compliance
When accounting & tax customers ask about deadline reminders & compliance alerts, document collection & chasing, and tax & compliance queries after hours, someone still needs to reply. NIVA answers from your own info, books the next step, and notifies your team · so warm enquiries do not go cold overnight.
- No usage-based billing
- Live across 25 industries
- White-label ready
10+
Accounting Personas
24/7
Client Access
0
Code Required
Built for
Accounting FirmsChartered AccountantsTax AdvisorsBookkeeping PracticesCloud Accounting Platforms
Where accounting & tax teams lose money every week
Not a tech problem. Missed replies, repeated FAQs, and overnight drop-off · on the website you already run.
They write while you're busy
A accounting & tax enquiry about pricing or availability lands while you're with a customer · and dies in the inbox.
Your team repeats the same answers
Hours go to FAQs on phone and chat. Quotes, visits, and sales wait behind the queue.
Warm leads cool overnight
Night and weekend visitors leave with no next step. By morning they've booked someone who replied.
Work your Accounting & Tax team still does by hand
Routine accounting & tax questions, bookings, and follow-ups · answered on the website so your people stay on the hard cases.
- 01
Deadline Reminders & Compliance Alerts
NIVA proactively reminds clients of self-assessment, VAT, corporation tax, and payroll deadlines · reducing last-minute rushes and penalty risk across your entire client portfolio.
Self-Assessment · VAT Returns · Corporation Tax · Payroll Deadlines
- 02
Document Collection & Chasing
NIVA requests, tracks, and chases outstanding client documents · P60s, bank statements, invoices, rental records · with personalised reminders until received. Transforms the most frustrating part of accounts preparation.
Document Requests · Automated Chasing · Upload Links · Completion Tracking
- 03
Tax & Compliance Queries
Clients ask about allowable expenses, dividend tax, capital gains, Making Tax Digital, and HMRC correspondence. NIVA answers from your approved guidance and escalates complex queries to qualified advisors.
Allowable Expenses · CGT · MTD · HMRC Letters
- 04
Client Onboarding
New clients complete engagement letters, AML questionnaires, and tax history collection through chat · structured, compliant, and fully integrated with your practice management system.
Engagement Letters · AML Checks · Tax History · PMS Integration
- 05
Management Accounts Queries
Business clients query year-to-date P&L, VAT position, and cash flow summaries through chat. NIVA surfaces the right management information from your accounting software into your system.
P&L Queries · VAT Position · Cash Flow · Accounting Software
- 06
Payroll & Employer Queries
Employer clients query payroll dates, PAYE obligations, statutory pay calculations, and auto-enrolment duties through chat · reducing payroll bureau call volume on routine questions.
PAYE · Payroll Dates · Statutory Pay · Auto-Enrolment
Questions your accounting & tax site already gets
Answered from your docs and policies · days, nights, weekends · so your team isn't repeating them.
I sold a buy-to-let property last month for $80,000 profit. Do I need to report this to HMRC immediately?
My turnover just passed $85,000. Do I need to register for VAT now, and how long does it take?
Not another chatbot.
A front desk that works overnight.
Missed enquiries after hours
Every website visitor gets a reply · days, nights, weekends
Your team repeats the same answers
Policies and pricing answered from your docs · consistently
Leads cool off waiting for a call back
Bookings, forms, and next steps happen in the chat
Teams already using NIVA
Ready-made accounting & tax helpers
Sales, support, bookings · switch on the roles you need. No writing from scratch.
Document Collection Bot
Requests, chasing, upload tracking
Tax Query Advisor
Expenses, CGT, MTD, HMRC queries
Client Onboarding Bot
Engagement letters, AML, history
Management Accounts Bot
P&L, VAT, cash flow summaries
Payroll Support Bot
PAYE, payroll dates, statutory pay
+ 4 more accounting & tax roles available
Built around how accounting & tax teams work
Practical pieces that save time · not a pile of AI features to configure.
Practice Knowledge Base
Upload your service guides, tax fact sheets, and approved HMRC-compliant content. NIVA answers client queries from your vetted guidance · never providing advice outside your content boundary.
Client & Filing History Memory
NIVA knows each client's filing deadlines, outstanding documents, and past query history. Every interaction is contextual to their specific situation · not a generic FAQ response.
Document Collection Flow Automation
Build deadline-driven document collection campaigns in NIVA's guided chat steps. Deadline approaching → document request sent → reminder on day 7 → escalation to accountant on day 14.
Practice Management & Accounting Software Integration
NIVA integrates with Xero, QuickBooks, Iris, CCH, and custom practice management systems. Client deadlines, document status, and filing records sync automatically.
Self-Assessment Document Collection Flow
Trigger
90 days before SA deadline
Request
Document checklist sent to client
Chase
Weekly reminders until complete
PMS
Docs received, accountant notified
What visitors can actually get done
Beyond FAQs · for accounting & tax businesses that sell and support online.
Stop chasing
Work finished in the chat
Collect the right details, book the appointment, and notify your team · without bouncing visitors to another form.
See how it works Capture cleanlyDetails you can act on
When someone is ready, the chat asks for name, dates, budget, or requirements · and lands it in your inbox or CRM.
See how it works Feel humanThe right helper, every time
Sales, support, or bookings · visitors get the specialist answer they need, without choosing menus.
See how it worksTonight's visitors get answers. You set it up once.
No developer on retainer. Most accounting & tax teams are answering overnight enquiries the same day they start.
- 01~15 min
Show us where leads slip
Website, WhatsApp, ads · we map the accounting & tax questions that cost you money when nobody answers.
- 02Your call
Switch on the right helpers
Sales, support, bookings · pick personas that already speak accounting & tax. Turn off what you don't need.
- 03Your docs
Feed it what you already trust
Price lists, FAQs, policies, page links. It only answers from what you approve · nothing made up.
- 04Same day
Go live as your brand
One line on the site you already run. Overnight visitors get replies while your team sleeps.
On your website. Looking like your brand.
Works on the site you already have · WordPress, Webflow, Shopify, or custom. Your logo, your colours, your name. Most owners are live the same week they start.
- No big rebuild of your website
- Changes show up for visitors without a re-launch
- We can add it with you on the demo call if you prefer
- Do I need a developer?
- Helpful if you have one · not required. Many accounting & tax teams paste one line or let us place it.
- How fast will I see value?
- Most start capturing overnight enquiries in the first week once knowledge and booking paths are set.
- What if it's not a fit?
- Tell us how you work today. We'll say plainly if a simpler setup or a rival product is better.
Compliance & Security
Built for regulated accounting & tax environments.
- GDPR / UK GDPR
- ICAEW / ACCA Standards
- AML / MLR 2017
- HMRC MTD Requirements
- Money Laundering Regulations
- FRC Audit Standards
Common questions
Straight answers before you start.
NIVA is strictly bounded to factual information from your approved content · it does not provide regulated tax advice. For planning decisions and complex queries, the bot escalates to a qualified accountant. This boundary is configurable per client type.
Still unsure? Send a short note about how you work · we'll reply with a fit recommendation for accounting & tax.
Try NIVA free for Accounting & Tax
Spin up a accounting & taxchatbot on your site this week · or send a short note and we'll tell you honestly if it's a fit.
- Free to start · no credit card required
- Works on the website you already have
- We reply within one business day if you inquire
Prefer to ask first?
Tell us how enquiries come in today. We'll reply with a fit recommendation.
Solutions Focus
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