Every client call, answered

Accountancy firms are busiest when their clients are most stressed — tax deadlines, filing dates, year-end. During these periods, the phone rings constantly and the team is stretched thin. An AI receptionist answers every call, books consultations, answers questions about your services and fees, and captures details from potential new clients who are looking for an accountant.

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The challenges accountants face with phone calls

High call volume during tax season

During tax deadlines, the phone doesn't stop. Your team can't handle every call. Your AI receptionist does.

New client enquiries

Potential clients call to ask about your services, fees, and whether you take on new clients. Your AI receptionist answers and captures their details.

Booking consultations

Most new client relationships start with a consultation. Your AI receptionist can book these directly into your team's calendar.

Service and fee questions

Callers ask about self-assessment, company accounts, payroll, and bookkeeping services. Your AI receptionist answers consistently using your approved firm information.

How an AI receptionist helps accountants

Handles high call volumes

During tax season or year-end, the AI receptionist handles the overflow, answering every call so no client or potential client is left waiting.

Captures new client details

For new client enquiries, the AI receptionist captures the caller's name, business type, services needed, and contact details, and books a consultation.

Books consultations

Connected to your team's calendar, the AI receptionist offers available slots and books consultations with the right team member.

Answers service questions

What it handles for accountants

New client consultationsSelf-assessment enquiriesCompany accounts and filingPayroll service enquiriesVAT registration and filingBookkeeping service enquiries

Frequently asked questions

Common questions from accountants about the AI receptionist

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