Solo bookkeepers and small CPA practices in Quinte West field 60 to 90 inbound calls a week between March and May. Roughly 40 percent go to voicemail when Susan is in QBO with a client, and 71 percent of those callers never leave a message. At a $4,600 average lifetime client value, that is one missed retainer a month. BOQ answers in plain English, books straight onto Susan's calendar, and takes the deposit through Stripe. CRA-aware, HST-aware, T1 and T2 aware.
No CSV upload, no onboarding call, no FAQ form. We crawl your existing site, pull your services, hours, software stack, and CRA-relevant FAQ, then generate a draft answer set before your second coffee.
Sample of the accountant FAQ tree, pre-loaded out of the box. Every answer is sourced from your site, your pricing page, and CRA reference data, never invented. Edit, remove, or add through the dashboard.
A real flow from the demo. The chatbot qualifies revenue + HST status, prices the right tier, surfaces a Stripe deposit panel, then offers calendar follow-up. No staff needed end-to-end.
Revenue qualification, HST detection, software audit, tier match, Stripe checkout, and CRM write-back, all without owner lift. Average flow: 84 seconds.
Also compatible with QuickBooks Online Accountant, Xero HQ, TaxCycle, ProFile, and CCH iFirm via the BOQ practice bridge.
Most Quinte West sole traders pay $480 to $900 a month for a part-time bookkeeper, plus year-end accountant fees. The chatbot handles intake, qualifying, booking, and quotes inline. Where the savings show up is in months you do not need a separate hire.
Drag the slider to match what you currently pay (part-time bookkeeper, virtual assistant, software subscriptions). Most Belleville sole traders sit between $450 and $850.
BOQ Tier 1 + Susan retainer covers what 70 percent of part-time bookkeepers do, with Stripe checkout and CRA-aware FAQ on top.
Each tool solves a different slice. BOQ is the front-desk and intake layer. Karbon runs practice ops. FreshBooks is the invoicing engine. Honest comparison of what is included where, with no vendor spin.
| Capability | BOQ Accountant | Karbon | FreshBooks | HelloBonsai |
|---|---|---|---|---|
| Pre-trained CRA + HST chatbot | included | no | no | no |
| Site-embedded booking calendar | included | add-on | no | add-on |
| Stripe deposit on call booking | included | no | included | included |
| Practice management workflow | basic | strong | basic | basic |
| QBO Pro Advisor sync | included | included | partial | no |
| CRA review letter triage | included | no | no | no |
| Monthly price (solo practice) | $1,000 CAD | $79 USD / seat | $30 USD | $25 USD |
Stack with the tools you already pay for. BOQ replaces the intake layer; Karbon, FreshBooks and HelloBonsai cover what they do well.
Tier 1 is text-on-website plus calendar booking. Tier 2 adds the after-hours voice receptionist that picks up the 40 percent of tax-season calls Susan cannot answer in real time. CRM-integrated, CRA-aware, in your practice's tone.
Same CRA-aware brain. Same booking flow. Same Karbon write-back. Trained on your firm's voice and your service pricing. Hands off to a real person when sentiment drops or scope exceeds.
Most Quinte West practices start on Tier 1, add Tier 2 voice during tax-season month 2 once they see the missed-call recovery numbers. Tier 3 is the full growth engine for firms doing $400k plus.
Client financial data, tax records, conversation history, and document uploads live inside your firm's tenant boundary and never cross into another firm's data.
The substrate runs on Cloudflare Workers + V8 isolates, the same primitive trusted by 30% of the web. We composed it for AI-agent traffic. We did not build a bespoke startup stack.
Sample owner notification. Surfaced inside the dashboard, sent once per week, never auto-launched.
Retainer clients who responded positively in chat are the warmest review source. We can launch a review-generation campaign that texts them 48 hours after T1 sign-off with a 1-tap Google review link. Approve once, runs forever.
No login required. Owner messages the chatbot in plain English. The chatbot updates the website, Google Business Profile, the FAQ tree, and stages a confirmation. No support ticket, no agency.