Existing client routing
Sends a client's call to the adviser who already knows their position.
The AI receptionist that grew into the whole job.
Reception built for a tax advisory practice.
A caller mid-way through an HMRC enquiry who needs to speak to someone today. A contractor asking about IR35 status. A capital gains question that arrives with a completion date attached.
What it sounds like on the phone.
HMRC have written to me about an enquiry into last year's return, I'm quite worried.
That's understandable. I'll take your details now and flag this for your adviser to call you back today.
I'm about to sell a rental property and want to check the capital gains position.
I'll take a few details and get one of our advisers to call you back to talk through it properly.
What we book.
The kinds of enquiry a first call usually turns out to be:
- New enquiry consultation (30 min)
- HMRC enquiry support (45 min)
- IR35 status review (45 min)
- Capital gains query (30 min)
What it actually does for this trade.
Caller verification
Confirms who's calling before discussing any existing case.
Deadline flagging
Notices an HMRC letter or deadline and marks the call for same-day attention.
New enquiry intake
Takes down the area of tax involved so the right adviser calls back.
The receptionist never gives tax advice or quotes a figure, however specific the question; it takes the query for a qualified adviser. It confirms name and reference before discussing any existing case.
Frequently asked questions.
Will it tell me what my IR35 status is?
No. Status is a judgement a qualified adviser makes on the specific engagement; the receptionist takes the details and books that conversation.
Can it estimate my capital gains bill?
No, it never quotes a figure. It records the details and an adviser calls back once they've reviewed the actual numbers.
What if I mention an HMRC deadline on the call?
It's flagged for same-day attention so an adviser can call back before the deadline rather than joining the ordinary queue.
Other case intake businesses on team.help.
See how a tax advisory reception line triages HMRC deadlines and hands off properly, 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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