AI receptionist for accountants

The average accountancy practice lets about 26 calls a week ring out. Callwise answers all of them, day or night, books the work into your diary and sends you the transcript.

  • Answers on the first ring
  • Books into your calendar
  • No per minute fees
  • Live in 24 hours
Talk to our AI assistant

Ring +44 330 912 2553. It answers, and you can try to catch it out.

The problem

Why accountancy practices miss so many calls

A business owner switching accountants makes one round of calls and engages whoever answered and quoted.

When the phone rings out

  • January, when the whole country rings at once
  • while partners are with clients
  • evenings, when business owners finally have time

What they are ringing about

  • changing accountants and what it involves
  • self assessment before the January deadline
  • fees for a limited company

What that costs a single site

£55,700

a month, on conservative assumptions

About 26 missed calls a week. Assume only a third would have become customers, that is roughly 9 a week, and one customer is worth £1,500 to a accountancy practice. Change any of those to your own figures and the answer stays uncomfortable.

What it does

Built around how a accountancy practice actually works

Takes new client enquiries with turnover and structure

Quotes from your fee guide

Books discovery calls

Absorbs the January deadline surge

It tells callers what it is

It says it is an assistant when it picks up. It gives no advice it is not qualified to give, and anything on your escalation list stops the conversation and reaches you straight away. For a accountancy practice that matters more than the clever bits, because the calls you cannot afford to get wrong are the ones you most need answered.

Questions

What accountancy practices ask us

What about January?

The last two weeks of January produce more calls than the previous two months, and most practices simply cannot answer them. Those are new clients as well as panicking existing ones.

Can it quote fees?

From your guide, by turnover and company type, which qualifies the enquiry before it reaches a partner.

Will it give tax advice?

None whatsoever. It gathers facts and books the call.

Hear it answer a accountancy practice call

Ring the number and ask it the awkward question your customers always ask. If you like what you hear, it will book you in there and then.

Talk to our AI assistant

No form, no sales call. Thirty seconds on the phone with the thing itself.