Existing client routing
Sends an existing client's call to the adviser who already knows their file.
The AI receptionist that grew into the whole job.
Reception built for an accountancy practice.
A client ringing in a panic after an HMRC letter. A new business asking who handles their VAT. A self-assessment query that arrives the week before deadline day, when every adviser is fully booked.
What it sounds like on the phone.
I've just had a letter from HMRC about an enquiry, I don't know what to do.
Try not to worry. I'll take your details now and flag this for your adviser to call you back today.
We're a new company and need someone to sort our payroll from next month.
Happy to help. I'll take a few details and get someone to call you back to talk through onboarding.
What we book.
The kinds of work a first call usually turns out to be:
- Self-assessment return (30 min), usually every 12 months
- Annual accounts and year end (45 min), usually every 12 months
- VAT return (20 min), usually every 3 months
- Payroll setup review (30 min)
- New client onboarding call (30 min)
What it actually does for this trade.
Caller verification
Confirms who's calling before discussing any figures.
Deadline flagging
Notices a filing date or HMRC letter and marks the call for same-day attention.
New enquiry intake
Takes down what a new business needs so the first meeting starts already briefed.
The receptionist never gives tax advice or estimates a figure, however specific the question; it takes the query for a qualified adviser. It confirms name and reference before discussing any existing client's figures.
Frequently asked questions.
Will it tell me how much tax I owe?
No. It never quotes or estimates a figure; it takes the query and your adviser calls back once they've looked at your actual numbers.
Can it discuss my accounts with my business partner if they ring instead?
It will confirm identity and the client reference first; if that doesn't match what's on file, it takes a message rather than discussing figures.
What happens if I mention an HMRC deadline?
It's flagged for same-day attention so an adviser can call you back before the deadline, rather than joining the general queue.
Other case intake businesses on team.help.
See how an accountancy reception line triages deadlines and hands off to an adviser, set up in a few minutes.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
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