For when the phone rings three weeks before deadline.
An AI receptionist for Manchester accountancy practices. Books discovery calls, handles the January self-assessment spike, and politely declines to give tax advice it isn’t qualified to give.
How it works for accountants.
Out-of-the-box configuration tuned to the way accountants actually take calls. Adjustable in setup.
Books discovery calls
New enquiries are qualified, sized (sole trader / limited company / payroll) and dropped straight into a partner’s diary.
Survives January
When the deadline spike hits, every call gets answered immediately instead of going to voicemail. No backlog on the 2nd of February.
Won’t improvise advice
Scripted to deflect “quick question” tax queries to a qualified person, not to wing it. Your PI insurer will appreciate it.
Routes existing clients fast
If a known client is calling about an open matter, the AI captures the issue and routes to the right partner — no chasing.
Trained for your accountancy practices. Sounds like a real human.
Pick one agent, or run all three together. Each one is trained on your services, prices and rules — so callers get the same answer your best receptionist would give.
AI receptionist vs. the traditional setup
Honest side-by-side for accountants. The right answer depends on call volume and how much of your day the phone eats.
| In-house receptionist | Outsourced call centre | AI receptionistThis service | |
|---|---|---|---|
| Hours covered | Office hours only | Office hours, sometimes evenings | 24/7, every day |
| Picks up immediately | If they’re not on another call | Queue, sometimes 60+ seconds | Picks up in seconds |
| Knows your business | Yes, after training | Generic script | Trained on your business |
| Books into your calendar | Yes | Sometimes (extra fee) | Yes, included |
| Sick days / holidays | You cover | Backup, lower service | Never out of office |
| Monthly cost | £2,000+ all-in | £200–£600 | From £99 |
| Real human when needed | That is the human | Yes | Transfers to you |
Market rates are indicative. Final pricing depends on call volume and setup.
Accountants ask us…
Won’t a caller want to speak to an accountant directly?
Often, yes — and the AI knows it. It triages the enquiry, captures the basics, and either books a call with the right partner or transfers there and then if the caller is a known client.
Can the AI explain self-assessment / VAT / CIS?
Only in scripted, generic terms (deadlines, what we offer, our fees). Anything that strays into actual advice is bounced to a qualified human. That’s a deliberate design choice.
What about confidentiality?
Calls are processed under UK GDPR and stored securely. We can sign an NDA with your practice on request. Recordings can be retained or deleted per your policy.
Will it handle the January spike?
Yes — the AI doesn’t care how many calls are in the queue. Every caller is greeted immediately and either booked, transferred or sent a follow-up.
Can it take new-client enquiries from our Google Ads?
Yes. We can give you a dedicated UK number to publish on your ads so call leads are tagged, qualified and booked without you fielding them yourself.
How does it handle MTD-style integrations?
The AI itself doesn’t file. It hands off cleanly to the human in charge of submission. The point is to never lose a client enquiry, not to replace your tax workflow.
Set up for your sector, not generic.
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Tell us about your accountants and we’ll set up a free trial on a dedicated UK number.
Answered last 30 days: 12,847 calls