AI receptionist
for accountants.

What it handles

Routine questions and new enquiries.

Most practice calls fall into a few groups. The routine ones can be answered from your records; anything that needs a qualified person goes to one.

Document and status questions

Whether documents arrived, what is still outstanding and where the return is up to, where your own system holds the answer.

New client enquiries

Someone looking for a new accountant gets answered, asked the questions your practice chooses and offered a callback.

Messages for the team

Everything else becomes a written summary for the right person, so calls can be returned at a sensible time.

Your existing number

It works on the practice's current phone number, with accounts set up in the practice's name.

Clear limits

Tax advice, fees and client positions go to an accountant.

Work goes out under a registered agent’s name, so the receptionist’s wording is written with the practice and approved by a partner before it starts, as a client letter would be.

No tax advice of any kind

Any question about tax is answered by an accountant calling back.

No fees or estimates

What an engagement costs is discussed with someone who has seen the work.

Nothing about a client's position

Not a refund, a debt or a deadline specific to that client. It takes the question and passes it on.

How it works

Agree what it can say, then switch it on.

Your team works through written call summaries at set times, and new enquiries are answered during busy months.

Review a period of calls

Sort recent calls into the ones that needed an accountant and the ones that were status questions.

Write and approve the wording

A partner approves what it can say and where each type of call is passed.

Connect it to your records

We check what your practice software can share for status answers before quoting.

Test it before it goes live

Run test calls through the awkward cases, then switch it on for the practice's number.

Client information

Your accounts, in your practice’s name.

You own what we build. It runs on accounts in your practice's name and keeps working if you stop working with us. How client information is handled is agreed in writing before anything is built. Ongoing support is agreed in the scope.

If someone already answers your phone well through July, you may not need this, and we will say so. For the rest of the practice's chasing, see AI automation for accountants and AI for accountants. The same service for other businesses is on the AI receptionist for tradies and AI receptionist for mechanics pages, and your website is covered on web design for accountants.

For independent background, the Australian Government explains AI in business and choosing digital tools.