Industries · Accountants & Tax
Every enquiry answered. Never advice.
January doesn't scale. The deadline panic lands on the receptionist; your accountants keep the billable hours.
She answers what prospective clients actually ask — fees, scope, deadlines, what to bring — from your own knowledge, and books the consultation while the intent is hot. The line she never crosses is the one your regulator cares about: she is not an accountant, and a tax question becomes a meeting with one.
What she does
- Fees and scope from your list. Self-assessment, limited company accounts, VAT, payroll — your prices, in writing.
- Deadline-season triage. The 31st-of-January panic gets today's consultation slot; the routine query books next week.
- Consultations booked. Your calendar link at the moment of intent — even at 10pm on a Sunday.
- New clients arrive prepared. She tells them what to bring, so the first meeting is billable, not administrative.
She never gives tax or accounting advice, never estimates a liability, never interprets HMRC rules. Questions of judgement become consultations with a qualified human — that is the whole design.
A specimen conversation
Where it is today — honestly
Text answering is live in production. Voice is in final testing. The no-advice guardrail is a design rule, not a promise: advice questions are structurally routed to bookings with your qualified staff.
Book a practice demo