Professional services
AI receptionist & agentic automation for accountants
In filing season a hundred clients ring with the same five questions. The agent answers those five and lets only the real questions reach your advisers.
Sound familiar?
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Filing season concentrates your entire call volume into eight weeks.
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Eighty per cent of questions are about submissions, deadlines and status — all with a fixed answer.
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Your advisers are your most expensive hours and spend them on calls with standard answers.
What the agent does
From missed call to booked job
Answer and establish urgency
The agent answers recurring questions from your knowledge base: what you need, how to submit it, which deadlines apply, how extensions work and when the return will be ready.
Appointment in your calendar
Clients are recognised by phone number, so the agent can state their file status if you connect it to your practice system.
Summary on WhatsApp
Consultations with an adviser are booked into the blocks you reserve, with the topic attached so you go in prepared.
Every caller recorded
New clients are qualified on legal form, turnover band, headcount and the service they want, and recorded as a lead for your business development.
Answers from your knowledge base
The agent can chase missing documents outbound: calling or messaging on your firm’s behalf to request specifically named items.
Advantages
The season becomes manageable
Eight weeks of peak is not a staffing problem once standard questions stop reaching people.
Advisers do advisory work
Your most expensive hours no longer go on "which receipts do I need to send". That is margin directly.
Missing documents without chasing rounds
Calling and messaging to request documents is repetitive work that automates perfectly.
Reachable outside office hours
Business owners do their bookkeeping in the evening and ring then. Now they get an answer rather than voicemail.
Drawbacks and limits
We list the drawbacks because otherwise you discover them after buying. Each one comes with how we handle it.
Tax advice stays excluded
The agent says nothing about deductibility, structures or consequences. That is a hard boundary, which means every substantive question still lands with an adviser.
Status questions need an integration
Without a connection to your practice system the agent cannot state file status. That integration is where the largest gain sits, and it is an implementation project.
Financial details over the phone are sensitive
You have to define which details the agent may confirm and which it may not. That is policy you need to write before going live.
Frequently asked questions
Can the agent tell a client how their return is progressing?
With a connection to your practice system, yes, after verifying the client. Without one it takes the question and queues it for the responsible adviser, with the client already identified.
Does the agent give tax advice?
No. It answers procedural questions — submissions, deadlines, extensions, fees — from your own knowledge base, and refers every substantive tax question to an adviser.
Can the agent chase missing documents?
Yes, outbound. You supply the list of outstanding items; the agent calls or messages on your firm’s behalf and records who committed to what.
Where is the data held?
All processing and storage takes place within the EU. Calls are not recorded, only kept as text, and that can be switched off or deleted per client.
Also relevant
Law firms
Run first intake, establish practice area and book the consultation in the calendar.
Mortgage advisers
Qualify leads, capture the situation and book advisory consultations immediately.
E-commerce stores
Handle delivery, returns and product questions across phone and chat, with tuned escalation.
Ready to stop missing callers?
Tell us how your phone runs today and we will show you in a demo what the agent does in your situation.