AI receptionist for accountants
Never miss an enquiry during tax season again. Chat4Biz answers client questions 24/7, captures leads automatically, and lets your team focus on the work that matters.
3-day free trial · No credit card required
In short
Where accountants lose enquiries
Calls missed during tax season
January is chaos. Clients ring while you're on the phone with someone else or deep in spreadsheets. They leave a voicemail and ring a rival instead. By the time you call back, the sale's lost.
Repeated questions draining staff time
Your team answers the same five questions fifty times a day: 'How much do you charge?' 'What's the Self Assessment deadline?' 'Can you do my payroll?' Every call is billable-rate work down the drain.
Enquiries arriving outside office hours
A prospect fills out your contact form at 9pm or emails on Sunday morning. They've already moved on by Tuesday. You're losing leads before your team even sees them.
No visibility into missed opportunities
You don't know how many calls you're missing or what clients are asking about. The front desk log doesn't capture the real pain points that would improve your marketing and service offerings.
How it sounds to your customers
Your assistant answers in your accountancy practice's own words, using the knowledge you give it — and captures the enquiry or books the visit before the customer moves on.
Handle enquiries during tax returns season
January, March, and July see client enquiries spike. Your team stays focused on returns while the AI answers 'Can you do my accounts?' and 'How much is a limited company package?' Leads wait, not disappear.
Capture detailed client leads automatically
When a prospect asks about services, the AI captures their name, contact details, business type, and exact question — then notifies your team with a complete brief. No scribbled notes or lost details.
Show availability and book consultations via Google Calendar
Prospects ask 'Can I get a free initial consultation?' The AI offers your available slots and books them directly into your calendar. They get confirmation, you get a warm handoff.
Reduce low-value support calls
Tax deadlines, fee structures, software integrations, opening hours — all answered instantly from your knowledge base. Your team spends zero time on these, and clients get immediate answers without a wait.
accountancy practice assistant
Works with the tools you already use
Accountants — common questions
How do you set up the AI receptionist for my accountancy practice?
It takes 5 minutes. Paste your FAQ content (fee structures, services, tax deadlines, opening hours), upload your latest brochure as a PDF, or tell us about your practice and we'll interview you. The AI learns what your clients ask and answers 24/7 from that knowledge base only.
Will it handle complex or specific tax advice?
No — and that's the point. If someone asks 'Is my director salary tax efficient?' the AI flags it as complex and hands the enquiry off to your team with full context. It handles the easy stuff (timelines, costs, process) and routes the tricky bits to you for the proper consultation.
Can it book appointments into my Google Calendar?
Yes. Prospects say 'I'd like a consultation' and the AI shows them your available slots from Google Calendar, books them, and sends confirmation. You'll receive a notification with the prospect's details so you can prepare.
What if a prospect wants to pay for our services or send documents?
For payments, the AI can create a Stripe payment link if you set one up (e.g. for a fixed-fee self-assessment package). For document submission, it will explain your secure portal and hand off to your team. For anything outside the AI's scope, it offers a callback or directs them to a specific team member.
For other businesses
Give your accountancy practice a 24/7 receptionist
Set up in minutes. No credit card required.