How Our AI Answers for Accounting firms
Late August. BAS deadline is days away, both partners are in client meetings, and the phone hasn't stopped. This caller is a potential new client — the kind that rings the next firm if nobody picks up.
AI Receptionist
Answers 24/7
Thanks for calling! The team is with clients at the moment, but I'm the firm's AI assistant and I can help right now. What can I do for you?
I run a small landscaping business and I've left my BAS way too late. The deadline is next week and my books are a mess. Can you help?
You're definitely not the only one this month — and yes, this is exactly what the firm does. A few quick questions: are you a sole trader or a company, and roughly how many months of bookkeeping are outstanding?
Sole trader. Honestly about five months behind.
No judgement — that's very fixable. The next available consultation is Thursday at 2pm, in person or over the phone. Which do you prefer?
Phone is easier. What should I have ready?
Phone it is — Thursday 2pm. Have your ABN, bank statements for the period, and access to whatever you use for invoicing, even if it's a shoebox of receipts. Can I grab your name, business name and best number?
Sure, mobile is 0400 000 000.
All booked. You'll get an SMS confirmation with the checklist now, and the accountant will have your details before the call. If the deadline becomes a problem before Thursday, ring back any time — I'm on 24/7.
Scripted example of how our AI receptionist handles this call type.
What Just Happened
- Overflow call answered while both partners stayed in meetings
- New client qualified (structure, months outstanding) before booking
- Consultation booked with a prep checklist sent by SMS
- Lead captured at the exact moment of intent — deadline week
- Every call answered through tax season without extra staff
That was a scripted example — the real thing is live on this site right now.
Common Questions
Can the AI handle tax-season call overflow?
Yes — that is its best use in an accounting firm. It answers instantly when your team is with clients, qualifies the caller, books consultations, and sends prep checklists, so deadline-week enquiries stop going to voicemail.
Will it give tax advice?
No. It handles reception: qualifying, booking, messages and FAQs you approve. Anything resembling advice is booked in with a human accountant.
Can it tell existing clients apart from new enquiries?
It asks, then follows different flows you define — existing clients can be routed or have messages taken with priority, while new enquiries are qualified and booked.
What does it cost compared to hiring reception staff?
A fraction of a part-time hire, and it answers 24/7 including deadline crunches, evenings and weekends. Pricing depends on call volume — ask us for a quote.
Explore More
See how the AI receptionist & chatbot service works end to end, or check plans and pricing.