AI Receptionist
AI receptionist for accountants
Deadline season is when new clients ring and when nobody in the office can answer.
The problem
What a missed call costs you
Accountancy demand spikes hard around filing deadlines, which is precisely when every person in the practice is doing chargeable work. New client enquiries arriving in those weeks are often the most valuable of the year — someone who has just been let down by another accountant — and they are the ones most likely to reach voicemail.
The pattern is well documented across service businesses: a large share of inbound calls go unanswered, and most callers who reach voicemail never call back. They call the next result instead. That is the entire problem an AI receptionist solves — not clever conversation, just the fact that it always answers.
The calls it handles
Briefed on the conversations a accountancy practice actually has, not a generic script.
New client enquiries
Entity type, turnover band, services needed and current accountant. Enough to know whether it fits and to book the right partner.
Deadline-driven urgency
Callers with a filing date days away. Flagged clearly, because those need a fast yes or no rather than a place in a queue.
Existing client questions
Document chasing, status updates and payment queries, routed to the right person rather than interrupting a partner.
Fee and scope questions
Answered from your published fee structure where you have one, and routed to consultation where scope decides the number.
Intake
What it collects before booking
The details your team would ask for, gathered consistently on every call so the job arrives ready to schedule rather than needing a call back.
- Business type: sole trader, partnership, limited company
- Rough turnover band
- Services needed: accounts, tax, payroll, bookkeeping, VAT
- Whether they currently have an accountant
- Any imminent filing deadline, and the date
- How they found the practice
Process
How we would build it
No discovery phase that bills for months. The first call is free and the proposal is fixed before anything is built.
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Discovery call
Thirty minutes on how work reaches you today and where it stalls. You leave with a clear view of what is worth automating first, whether or not you hire us.
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Written proposal
A fixed scope, a fixed price and a timeline, in writing, before any work begins. If we think a smaller piece would prove the value faster, we propose that instead.
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Build and integrate
We build against your real stack and your real data, not a demo environment. You see progress as it happens rather than at a reveal.
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Test with live traffic
Nothing takes over a customer conversation until it has been tested against how your enquiries actually arrive. We start narrow and widen once it holds.
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Measure and adjust
Reporting on the numbers that matter — calls answered, enquiries qualified, time saved — and adjustments based on what the data shows.
FAQ
AI receptionists for accountancy practices, answered
If something is not covered here, ask us on the call — a straight answer costs you nothing.
Will it give tax advice?
No, and it is instructed to say so. It qualifies the enquiry and books time with an accountant. Anything resembling advice is escalated, because a wrong answer here is a professional liability rather than an inconvenience.
Can it turn away work we do not want?
Yes, on criteria you set — entity types, turnover thresholds, sectors you avoid. Declining politely and consistently protects partner time and gives the caller a faster answer.
January is impossible for us.
And it is when the most valuable new enquiries arrive. Every one that reaches voicemail in deadline season is usually a full-year client lost.
What about client confidentiality?
It captures what reception captures, in systems you control, with retention configured during the build. If your professional body has specific requirements about third-party intake, raise them at the start.
Stop losing accountancy practice calls
Tell us what your phones do on a bad day. You will get a written reply within one business day, and an honest answer if an AI receptionist is not the right fix.
Or reach us directly: contact@simplygood.cc (945) 206-0871