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AI StrategyAI Team

Conversation Chatbot for Taxes

A financial services company building a SAAS platform that sought to make it easy for their users to do their taxes in Australia.

Problem

Create an MVP of a conversation tax chatbot to enable users to file taxes digitally, apply tax breaks when eligible, and understand how their income compares to peers in their field.

Challenge

Timeline for the MVP was 6 months

The team had limited access to Tax and Labor data

The MVP would be a first of it’s kind solution so users would need to be educated on the value of the product, security, & ease of use

There was no strategy in place to detect sentiment for older populations and new users

Solution

A conversational chatbot which leverages machine learning and NLP to

Analyze the sentiment of users

Sentiment Analysis of users filing tax

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