AI Receptionist for Accountancy Firms.
Handle every client call, even during peak season. Our AI receptionist books appointments, answers tax deadline questions, and onboards new clients — 24/7, 365 days a year.
Peak Season Breaks Phones.
Accountancy practices face a unique challenge: wildly uneven call volumes throughout the year. ICAEW guidance on technology in the profession highlights automation and digital workflows as increasingly important for managing client communication efficiently at scale. During self-assessment season and year-end filing periods, phones ring constantly while your team is buried in deadlines. Hiring temporary reception staff is expensive, slow, and unreliable. Meanwhile, new client enquiries arrive outside office hours — evenings, weekends, bank holidays — when nobody is there to answer. Every missed call is potential recurring revenue walking away.
Built for Accountancy Practices.
Client Appointment Scheduling
Books tax return appointments, annual reviews, and initial consultations directly into your calendar. Manages availability across partners and staff so clients get seen promptly.
Tax Deadline Enquiry Handling
Knows key HMRC dates, filing requirements, and common deadlines. Answers routine questions about self-assessment, corporation tax, VAT returns, and payment timelines without tying up your accountants.
New Client Onboarding
Captures business type, estimated turnover, service requirements, and current provider details. Qualifies new enquiries so your team can prioritise high-value prospects.
Seasonal Overflow Handling
Scales instantly during January, October, and year-end peaks. No temp staff recruitment, no training, no notice periods — just consistent call handling regardless of volume.
The Protocol.
Configure Your Practice
We set up your service areas, team availability, key deadline dates, and common client questions. The AI learns how your practice operates and the language your clients expect.
Go Live
Your AI receptionist handles calls around the clock. Appointments are booked, deadline questions are answered, and new enquiries are captured — even at 10pm on a Sunday.
Review and Refine
Monitor call summaries, booking data, and enquiry reports through your dashboard. We adjust the AI as your practice evolves, adding new services or updating deadline information each tax year.
Common Questions.
Yes. The AI is configured with key HMRC dates and filing requirements — self-assessment deadlines, corporation tax payment dates, VAT return periods, and more. It can answer routine questions about when returns are due, what penalties apply for late filing, and what documentation clients need to prepare. For complex or case-specific tax queries, it routes the caller to an appropriate member of your team.
We integrate with widely used platforms including Xero, QuickBooks, Sage, and FreeAgent, as well as practice management tools like Karbon and Senta. Appointment bookings and new client intake data can be pushed directly into your existing systems, keeping your workflow uninterrupted and reducing manual data entry.
Yes. The AI can identify existing clients by phone number or by asking for reference details, then route them appropriately — whether that means booking a follow-up appointment, taking a message for their usual accountant, or answering a standard query. New enquiries follow a separate intake flow designed to capture the information your team needs to qualify and onboard them.
All call data is encrypted in transit and at rest, stored on UK-based servers, and access is restricted to authorised personnel only. The AI does not store sensitive financial details such as bank account numbers or UTR numbers beyond the immediate call context. We operate under a data processing agreement aligned with GDPR requirements, and we never use your client data for model training or share it with third parties.
Yes. Unlike temp staff or outsourced call centres that charge premium rates during busy periods, our AI scales to handle peak call volumes at the same monthly cost. Whether you receive 20 calls a day or 200, your plan covers it. There are no surge pricing fees, no overtime charges, and no need to recruit or train additional staff for seasonal demand.
The AI is designed to handle routine enquiries confidently but recognises its limits. When a caller asks something that requires professional judgement — such as specific tax planning advice, complex VAT scenarios, or questions about their individual returns — the AI acknowledges the question, captures the relevant details, and routes it to the appropriate accountant for a callback. Your team gets a complete summary so they can respond without asking the client to repeat themselves.
With nearly half of all Self Assessment returns filed in January[1] and a third of small business calls going unanswered[2], every missed call during peak season is a potential client lost. At an average client value of £1,800/year[3] and research from Bain & Company showing a 5% increase in client retention can boost profits by 25–95%[4], recovering even a few missed calls per month delivers substantial ROI.
References
- HMRC (2025). Self Assessment filing statistics. 5.65 million returns filed in January alone, nearly half the annual total of ~12 million. gov.uk
- Moneypenny. “Small Business Call Report.” 33% of micro businesses (0–9 employees) fail to answer incoming calls; 69% of callers reaching voicemail don’t leave a message. moneypenny.com
- Industry pricing analysis. Average full-service limited company accountancy client (accounts, tax, VAT) valued at £1,200–£1,800/year based on UK pricing surveys. goforma.com
- Reichheld, F. / Bain & Company. “The Economics of Loyalty.” A 5% increase in customer retention can increase profits by 25–95%. Published via Harvard Business School. hbswk.hbs.edu
Book a Free Consultation.
See how an AI receptionist can keep your phones covered year-round — especially when it matters most. No pressure, no jargon.
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