AI receptionist for accountants and bookkeepers
In deadline season an accounting firm drowns in the same questions: what do you need from me, how much will it cost, can you still take me on. An AI receptionist answers them instantly in chat and messengers, finds out what kind of client is writing, books a first call and sends the right document checklist, so your team spends the season on the work itself. A simple bot starts at $350, an AI assistant at $600.
from $350 — AI assistant from $600
- Estimate after a 15-minute brief
- Electronic contract when needed
- Staged payments
01Qualifying new clients
- Client typeIndividual, sole trader, small company or larger business.
- The taskTax return, bookkeeping, payroll, catch-up on missed years or company setup.
- Size and urgencyNumber of transactions or employees and the deadline they face.
- Next stepA booked call, a package suggestion or a polite referral if it is outside your scope.
02Document checklists and reminders
Once a client is on board, the assistant sends the checklist you approve for their situation and reminds them before your internal cut-off date. Documents themselves go to your secure portal, not through the chat.
Typical reminders cover bank statements, receipts, payroll changes and anything the client must sign. Your team decides the wording and the timing; the assistant only delivers it on schedule and answers simple questions about it.
03No tax advice from a bot
The assistant does not give tax or legal advice and does not calculate what someone owes. Questions like these get a clear answer that an accountant will review them on a call, and the conversation is passed to your team with a summary.
04Options
| Option | Fits | Tier |
|---|---|---|
| Fixed-question bot | One office, a clear list of packages | Bot from $350 |
| AI assistant | Several services and client types, free-form questions, reminders | AI assistant from $600 |
| Channels | Website chat, WhatsApp, Telegram, email replies | Either tier |
What we do not promise
- Tax, legal or financial advice from the assistant.
- Handling client documents inside the chat: they go to your portal.
- That it replaces your client manager: it filters, reminds and books.
Frequently asked questions
Can an AI receptionist qualify accounting clients?
Yes. It asks about client type, task, size and deadline, then books a call or suggests a package you have approved.
Is it safe for sensitive information?
It collects only what is needed to book and route the enquiry. Documents go to your secure portal, and it never gives tax advice.
Can it chase clients for documents?
Yes, with the checklists and reminder schedule your team sets for each type of client.
How much does it cost?
A bot with fixed questions starts at $350; an AI assistant for several services with reminders starts at $600.
Does it work outside office hours?
Yes, around the clock, which matters most in the last weeks before a deadline.
Get through deadline season calmly
Tell us your services and how enquiries reach you now. We show a sample conversation for your firm.
Accounting AI receptionist from $350 — AI assistant from $600
Prices are approximate, in US dollars. The total depends on scope — we give an exact estimate after a 15-minute brief.