AI RECEPTIONIST FOR ACCOUNTANTS
A Business Owner Called Looking for a New Accountant. You Were Doing Someone Else’s Tax Return.
That missed call might be a sole trader needing basic bookkeeping. Or it might be a limited company doing £800K turnover looking to switch accountants. Your AI receptionist finds out before you lift a finger. From £97/month.
Plans from £97/month · Setup from £249
You Don’t Get 50 Calls a Day. But the Ones You Get Could Be Worth £50,000.
You’re not a call centre. You might get five calls a day outside tax season, maybe fifteen during it. But when a business owner calls looking for a new accountant, that’s not a £200 tax return — that’s a £5,000-a-year client who’ll stay for a decade.
Miss that call because you’re in a client meeting? They’ll call the next practice on the list. And they won’t call you back.
Tax season is worse. You’re drowning in Self Assessment deadlines, HMRC queries, and VAT returns. The phone becomes an interruption you can’t afford, but every unanswered call could be the next big client walking straight past your door.
Before vs After
Without AI Receptionist
Business owner calls about switching accountants. Voicemail. They call two more practices. By the time you call back, they’ve already booked a consultation elsewhere. Result: Lost a potential £50,000 lifetime client.
With AI Receptionist
Business owner calls. AI answers. Screens for business type (sole trader, LTD, partnership), turnover range, current pain points, and services needed. Books a consultation for Thursday. Result: Consultation booked with full business context. You walk in knowing exactly what they need.
How It Works
Live in 24–48 hours. No forms. No faff.
Share your website. We pull your services — tax returns, bookkeeping, VAT, payroll, advisory — plus your sectors and specialisms.
Define what a good-fit client looks like. Sector filters. Turnover thresholds. NHS vs private. You decide what gets booked in.
30 seconds. Your AI receptionist screens every call, captures business context, and books the consultations that are worth your time.
What It Captures on Every Call
- →New client enquiry or existing client
- →Business type (sole trader, LTD company, partnership, LLP)
- →Approximate turnover
- →Services needed (tax returns, bookkeeping, management accounts, VAT, payroll, advisory)
- →Current accountant situation (switching, first time, outgrown DIY)
- →Industry/sector
- →Urgency (upcoming deadline)
- →Preferred consultation date/time
- →Contact details
Hear It For Yourself
Dial any of our live demo agents below. Real phone numbers. Real conversations. Pick one, give it a go, then imagine it running on your line.
Electrical Demo
Bolt Electrical AI Reception
07782 214455Prompt: Try asking about a fuse board replacement
Plumbing & Heating Demo
Antek Plumbing & Heating AI Receptionist
0333 051 0944Prompt: Try booking a boiler service
Available 24/7 · Powered by Retell AI · Demo Calls
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