An AI receptionist for accounting firms during busy season
Help new clients find the right accounting service and give existing clients clear instructions for handing over documents.
Read the guide- Hello, I’m the firm’s AI receptionist. Which accounting service do you need?
- I’ve opened a shop and need help with monthly bookkeeping.
- I can arrange an introductory call. When did you start trading?
- Last month. Mornings are best for a call.
Identify the work and the period
Bookkeeping for a new shop, a payroll enquiry and year-end accounts need different teams. Ask for the service, the period involved and whether the person already works with the firm. An accountant can use that summary to prepare the call.
Give document drop-offs a clear destination
Clients often ask whether an invoice was received or how to send a bank statement. Publish the portal address and document naming guidance. The assigned accountant can check receipt in the firm’s own systems.
Handle deadline questions precisely
Distinguish an internal document cut-off from the filing deadline that applies to an individual client. Publish the firm’s own handover dates and route case-specific tax or filing questions to an accountant.
Common questions
Can the receptionist give tax advice?
It can explain the firm’s services and arrange a callback. Personal tax treatment belongs with the accountant.
Can clients submit payroll data in chat?
Direct payslips, identity records and payroll details to the firm’s designated secure channel.