Stop Chasing Clients for Documents. Your AI Does It for You.
Your AI employee handles routine queries, chases documents, books consultations, sends deadline reminders, and manages your entire client pipeline.
The Problem
What's Costing You Money Right Now
Client chasing for documents
Exasperating and time-consuming. The same reminders, every year.
Email and call overload
45% of accountant time goes to emails and calls.
Onboarding bottleneck
Manual client information and document entry slows everything down.
Scope creep from 'quick questions'
Clients calling with routine queries that eat into your billable time.
The Solution
What Your AI Employee Does for Accountants
Handles routine client queries (deadlines, documents needed, payment status)
Sends automated document collection reminders
Books consultations and annual reviews
Sends tax deadline and filing reminders
Manages client onboarding workflows
Builds your practice website with client portal
Manages your CRM — every client tracked from onboarding to renewal
Generates monthly client activity and revenue reports
The Opportunity
Every Missed Call Is Worth This Much
Customer lifetime value: £5,000–£15,000
10 New Bookings in 30 Days, Or You Don't Pay
We're so confident your AI employee will deliver results that we guarantee it. If you don't see at least 10 new bookings in your first 30 days, you pay nothing.
Ready to Hire Your
First AI Employee?
Book a free 15-minute AI audit. We'll show you exactly what an AI employee can do for your accountants business.
10 new bookings in 30 days, or you don't pay.
No contracts. No setup fees. Cancel anytime.