Accountancy and administrative firms
In tax season, stop losing the day to the same questions
What do I need to bring, what is the deadline, how much is the tax return. In peak season the phone and WhatsApp never stop.
Your assistant replies with your firm's information and books appointments with an adviser. What really needs a person comes to you.
What happens today
- Message peaks at tax season, quarter ends and year ends.
- The same four questions repeated to every client.
- Appointments arranged by phone, one by one.
- Out-of-hours questions piling up for Monday.
What your assistant does
- 01 Paperwork and deadlines Explains what to bring and by when, using what you have prepared.
- 02 Appointment with an adviser Sends the link so the client books into your diary.
- 03 Only what matters reaches you When a question needs an adviser, it passes it on with a summary of the conversation.
- 04 Knows what you teach it Upload your documents and guides and it uses them to reply.
Example conversation
Example conversation with made-up details, so you can see how it replies.
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Customer Hi, what do I need to bring to do my tax return with you?
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Assistant Hi! Your ID, the draft return or reference, withholding certificates and, if you own a home, the land registry details. Would you like to book an adviser?
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Customer Yes, but I have a question about an inheritance.
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Assistant That is best looked at with an adviser. I will pass your case on so they can reply, and here is the link to book: [booking link]
“En campaña de Renta nos llovían las mismas cuatro preguntas todo el día. Ahora las contesta el agente y a nosotros nos llega solo el caso que hay que mirar de verdad.”
In English: During tax return season the same four questions rained on us all day. Now the agent answers them and only the case that really needs looking at reaches us.
Frequently asked questions
Does it give tax advice?
No. It explains your services, paperwork and deadlines using what you give it, and passes in-depth questions on to you.
Can I upload our guides?
Yes. Upload documents (PDF, Word, Excel) from your dashboard and it uses them as reference to reply.
How do I find out about the cases it passes on?
You get a notification with the summary and the conversation, and your dashboard shows every pending conversation.
Shall we try it with your business?
We set up a demo with your services and prices so you can try it before deciding anything.
Ask for my demo →