Built for Accountants

AI Receptionist for Accountants

Capture every client enquiry during tax season and beyond. Your AI receptionist qualifies leads, books consultations, and answers service questions 24/7.

No credit card required · Cancel anytime · GDPR compliant

The problem

Why Accountants Lose Customers

January to April is chaos — phones ring non-stop but your team is buried in tax returns with no time to answer

Potential clients researching accountants in the evening can't reach you, so they move to the next firm on Google

Time spent on phone calls answering basic questions about pricing and services is time not spent on billable work

Quick setup

Live for Your Accountants in Minutes

No developers needed. No complex setup. Just answer a few questions and you're live.

Step 1

Tell us about your business

Answer a few simple questions about your accountants — services, hours, common questions, and pricing.

Step 2

We train your AI

Our AI learns your accountants business instantly. It already understands your industry — you just add the specifics.

Step 3

Go live in 5 minutes

Embed the widget on your website, share your hosted page link, or let us build your site. That's it — you're capturing enquiries 24/7.

Built for Accountants

Features Tailored to Accountants

Service Enquiry Handling

Answer questions about self-assessment, VAT returns, payroll, bookkeeping, company accounts, and advisory services — instantly and accurately.

Client Qualification

Pre-qualify prospects by business type, turnover, current accounting setup, and specific needs before booking them in.

Consultation Booking

Let potential clients book a free discovery call or paid consultation directly with the right member of your team.

Tax Deadline Reminders

Provide information about upcoming HMRC deadlines and help existing clients understand what they need to submit and when.

Document Upload Guidance

Guide clients on which documents to prepare for their tax return, year-end accounts, or VAT filing — before the meeting.

Pricing Transparency

Share your fee structure for standard services — monthly bookkeeping, annual accounts, tax returns — building trust before the first meeting.

70+

Accounting firms using AI Receptionist

35%

More consultations booked during peak season

£10,500

Average annual revenue from new clients

50%

Reduction in basic phone enquiries

During tax season, our phones were a nightmare. Now the AI handles pricing questions, qualifies new leads, and books consultations while we focus on the returns. We've taken on 40 new clients this year that we'd have otherwise missed.
HC

Helen Cartwright

Director, Cartwright & Associates, Nottingham

FAQ

Common Questions About AI Receptionist for Accountants

Capture every accounting lead — free for 14 days

Join hundreds of accountants already using AI Receptionist. Start your free 14-day trial today — no credit card required.

14-day free trial · No credit card · Cancel anytime