In an accounting firm, calls get missed at the same predictable moments
Around filing deadlines the phone doesn't stop, and whoever is with a client in the office can't break away to answer another call
Outside office hours — evenings, weekends — it's mostly tradespeople and sole traders calling, because they're working during the day and can't call before you close
During lunch, or when you and your team are already on the phone, first-time callers often hang up without leaving a message and try another firm
A phone assistant built around your firm's deadlines and services
This isn't a press-1-for-billing IVR and it isn't a generic call centre script. It's a voice assistant that talks naturally, knows the services you actually offer, and is clear on what it can handle on its own versus what needs to reach you.
Answers in your firm's own language
It knows your deadlines, hours and services (tax returns, payroll, company set-up, advisory) and responds like someone from your office would — not a menu of options.
Tells an existing client from a new enquiry
It picks up on whether the caller already has a file open with you or is asking for a quote for the first time, and routes the call accordingly.
Books the appointment into your calendar
It schedules the slot with the right person on your team, no email back-and-forth or missed callbacks, and it lands on your calendar already organised.
Only escalates the calls that actually need you
A deadline due tomorrow or a letter from the tax authority can't wait: the assistant flags it as urgent and gets word to you fast, with a summary of the call.
In a 20-minute demo, we'll show you the assistant configured with the deadlines and services typical of a practice like yours.
How we build it for your firm
We look at your firm's actual call patterns
We go through the kinds of calls you get, when they pile up (filing season, VAT deadlines, year-end) and what clients ask most often.
We write the script around your practice
We agree what the assistant can handle on its own (hours, documents to bring, deadline reminders) and what should go straight to you or a colleague.
We connect your number and your calendar
Your number stays the same — the assistant answers behind the scenes and writes appointments directly into your calendar.
We check the calls and fine-tune
After the first deadline rush, we listen to real calls with you and adjust anything that's off, so the script keeps improving for your specific firm.
More on the AI phone system
How it works, what it costs and how it applies to your sector.
Frequently asked questions
What does an AI phone assistant cost for an accounting firm?
There's no fixed price list — cost depends on your call volume and on what you want the assistant to handle (just qualifying calls and booking, or deadline reminders too). In the free demo we work out an exact quote for your firm, not a generic tier.
Does it actually know my firm's filing deadlines?
Yes — we build it around your deadline calendar and the services you offer, so it can answer recurring questions (when a payment is due, what documents are needed for a return) instead of pushing everything to a callback.
Does it replace my receptionist or a team member?
No — it filters out the calls that eat up your time today: hours enquiries, general questions, first contacts outside office hours — so you and your team can focus on the clients in front of you and the calls that genuinely need a person.
Do I need to change my firm's phone number?
No, the assistant connects to the number you already use. Nothing changes for your clients — only who picks up when your team can't.
My firm doesn't get many calls a day — is this still worth it?
If you're already answering everything without trouble, it's probably not your priority right now. It makes the most sense if there are times of year (filing deadlines, year-end) when the phone gets unmanageable, or if calls outside office hours regularly slip through.
Let's talk about your firm, your deadlines, and what a custom AI phone assistant would look like — no commitment.