Never miss a self-assessment enquiry in January
A professional AI receptionist that takes new client enquiries, books discovery calls, and handles VAT, payroll and self-assessment questions around the clock.
Start a free 14-day trial or get a free lost-calls audit
The problems we hear every day
- January overload - enquiries arriving faster than you can return them
- New clients ringing about MTD, VAT, payroll and CIS at all hours
- Discovery calls slipping because diary management is manual
- Out-of-hours callers giving up before leaving a voicemail
How we fix it for accountants and bookkeepers
Self-assessment surge ready
scales to January and April spikes
Discovery call booking straight into Calendly or Google Calendar
Routine answers on MTD, payroll cycles, VAT thresholds and CIS
Lead scoring by service type and turnover
What a real call sounds like
AI
Good morning, Cardinal Accountants, how can I help?
Caller
I need to file a self-assessment by the end of the month.
AI
No problem. Are you a sole trader or company director? I will book you a 15-minute discovery call with one of our senior accountants.
Common questions
Will it give tax advice?
Never. It captures the enquiry and books a call with a qualified accountant.
Can it handle MTD enquiries?
Yes - it can explain the rules at a high level and book a software setup call.
Other industries we serve
Plumbers
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Electricians
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Heating and gas engineers
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Locksmiths
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Roofers
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Veterinary practices
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Dental practices
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Estate and letting agents
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Solicitors and law firms
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Hair and beauty salons
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Private clinics and GPs
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