Industry Solution

AI Receptionist for Accountants

Accountancy practices lose hours to routine phone calls. Our AI receptionist for accountants qualifies new-client enquiries, answers common questions and books consultations — protecting billable time for your team.

See FAQs

14-day money-back guarantee. No contracts — cancel anytime.

We onboard a limited number of new businesses each month.

In an accountancy practice, the phone competes with billable work. Routine questions about deadlines and paperwork interrupt the team all day, and new-client enquiries arrive at the busiest times of year, when nobody has a spare ten minutes to qualify them properly.

We handle the setup end to end: we design the conversation, train the agent on your services, qualifying criteria and booking rules, connect it to your practice software and monitor it as it goes live. You keep full transcripts, tunable rules and instant escalation to a partner when it matters.

Our clients

Independent businesses we work with across all of our services

  • Pilates Plus London
  • Bell Osteopathy
  • Drings Butchers
  • The Cheeseboard
  • Ellis & Jones Fishmongers
  • Youngs Roofing & Painting Contractors Ltd
  • GJ Building
  • Vina Dry Cleaners
  • Royal Hill Food & Wine

How it works

Step 1
Answers every call

Existing clients and new enquiries are both picked up straight away.

Step 2
Qualifies new clients

Asks about the service needed, entity type and turnover, so partners only see enquiries that fit.

Step 3
Books and answers the routine

Books consultations with the right partner or manager, and handles general questions on deadlines, VAT, MTD and self-assessment.

The hidden cost

The real cost of the phone at an accountancy practice

Every routine call takes someone away from chargeable work, and every missed new-client call is recurring fees gone to another practice. Both get worse in January and at year end.

Interrupted billable time

Partners and managers stop work to answer questions a system could handle.

Deadline-season overload

The phones are busiest when the team has the least time.

Unqualified enquiries

Time is spent on prospects who were never the right fit.

Built specifically for accountancy practices

Qualifies leads by service, entity type and turnover

Books consultations with the right partner or manager

Handles common queries: deadlines, VAT, MTD, self-assessment

Integrates with Karbon, Iris and Xero Practice Manager

Trained on your own services, qualifying criteria and booking rules

Full transcripts, recordings and outcome tags for every call

An AI receptionist vs voicemail vs an office administrator

Three ways to handle the phones at an accountancy practice. Only one of them scales.

CapabilityNovaScale AIVoicemailOffice administrator
Answers every client call, 24/7
Books consultations straight into your team's diaries
Handles several calls at once
No sick days or holidays
Consistent script and tone
Flat monthly cost
Full call transcripts and reporting

What an AI receptionist does for your accountancy practice

Everything it handles on the phone, from the first ring to the confirmed booking.

24/7 call answering

Every call answered in under 2 rings, including evenings, weekends and bank holidays.

New-client qualification

By entity type, turnover, service required and current provider.

Consultation booking

With the right partner or manager.

Routine query handling

General guidance on deadlines, VAT, MTD and self-assessment, with anything specific booked in for a call.

Practice software integration

Works with Karbon, Iris, Xero Practice Manager and Senta.

Transcripts and reporting

A full record of every call and its outcome.

Why NovaScale AI

Protects billable time
Qualified enquiries only
Works with your practice software
Cancel anytime

Frequently Asked Questions

It handles general guidance (deadlines, MTD, basic thresholds) but always books a call for anything specific to a client's situation.

By entity type, turnover, service required and current provider — so partners only see fit-worthy calls.

Yes — Karbon, Iris, Xero Practice Manager and Senta.

It is a flat monthly fee with no per-call charges and no long-term contract. We will quote you exactly on a short strategy call.

Most businesses are live within 48 hours of onboarding. We build a custom agent trained on your services, qualifying criteria and booking rules, run test calls with you, then go live behind your existing phone number.

Yes. Calls, transcripts and any personal data are encrypted in transit and at rest, stored in GDPR-compliant UK/EU infrastructure, and never used to train third-party models. You can export or delete data at any time.
Ready when you are

Put an AI receptionist to work in your accountancy practice

Book a free strategy call and see a live demo tailored to your business.

14-day money-back guarantee. No contracts — cancel anytime.