Capture the clients that come in after hours.
An AI chatbot trained on your services, prices, and FAQs that answers clients around the clock, books consultations, and captures the after-hours enquiries that currently disappear. It works the night shift so you don't have to.
Three ways to run this.
Most clients start at Growth and upgrade once they see early wins. Every tier is month-to-month after the 3-month minimum.
AI Chatbot Starter
A 24/7 assistant trained on your services and FAQs that answers prospects and captures leads.
- AI chatbot trained on your services, fees, opening hours and FAQs
- Answers common questions 24/7 (fees, turnaround, what you do/don't handle)
- Captures name, number, entity type and enquiry into your inbox
- Hard red lines — never gives tax advice or quotes a firm fee without a consultation
- Styled to match your website
- Installed and configured on your site
- Monthly transcript review + tuning
- Monthly chat performance report
AI Chatbot Pro
Trained on your firm, books consultations straight into the calendar, and captures the after-hours enquiries you lose.
- Everything in Starter, plus:
- Books consultations straight into your calendar / practice system
- Missed-enquiry capture with instant SMS/email alert to your team
- Smart hand-off to a human when it's out of its depth
- Pre-qualifies the engagement (entity type, service, urgency) before it reaches you
- Bilingual answering available (EN/ES, EN/FR by region)
- Pause / edit from your dashboard any time
- Quarterly tuning call
AI Chatbot Authority
Multi-office, deeply integrated, and tuned weekly — built for groups and busy multi-partner firms.
- Everything in Pro, plus:
- Multi-office routing (sends each prospect to the right office)
- Deep integration with your booking system, practice management, or CRM
- Live availability answers across partners and service lines
- Weekly transcript review and tuning
- Custom workflows (RFPs, niche enquiries, fee questions)
- Per-office chat reporting
- Dedicated account manager on your account
Everything in the package — nothing on the side.
- 01Everything in Starter, plus:
- 02Books consultations straight into your calendar / practice system
- 03Missed-enquiry capture with instant SMS/email alert to your team
- 04Smart hand-off to a human when it's out of its depth
- 05Pre-qualifies the engagement (entity type, service, urgency) before it reaches you
- 06Bilingual answering available (EN/ES, EN/FR by region)
- 07Pause / edit from your dashboard any time
- 08Quarterly tuning call
Trained on your firm
We ground the bot on your real services, prices, opening hours, and FAQs — so it answers 'do you do self-assessment returns?', 'how much is a tax return?', 'can I book a Saturday consultation?' correctly, with hard red lines so it never gives definitive tax advice or quotes a fixed fee without a proper review.
Books consultations and captures leads — even at midnight
The client on your site at 9pm who'd otherwise close the tab gets answered, booked, or captured. Their details and what they need land in your pipeline so you open up to qualified leads, not a silent inbox.
Tuned every month
We review the real chat transcripts each month, fix anything off, and add the new questions clients are asking. The bot gets sharper the longer it runs, and you can pause it from your dashboard any time.
What it looks like in your inbox.
Concrete examples of the deliverables you'll receive — styled to match the real output.
Chatbot on your site
Trained on your services, fees, and hours. Answers prospects 24/7 and books or captures the lead — even at midnight.
Captured-lead log
Every overnight enquiry: what they asked, their business, their details — waiting in your pipeline when you open up.
Hey Jordan — noticed Acme posted 3 ops roles last week. We help fast-growing teams cut onboarding from 6 weeks to 2…
Monthly tuning
We review real transcripts each month, fix anything off, and add the new questions prospects are asking.
The doubts in your head, answered honestly.
The questions we always get.
Find your city. We cover your patch.
We work with garages across the US, UK, Canada, and Australia. Select your city below for a page built around your local market.
- AI Assistant for Accountants — Houston
- AI Assistant for Accountants — Dallas
- AI Assistant for Accountants — Austin
- AI Assistant for Accountants — Manchester
- AI Assistant for Accountants — Birmingham
- AI Assistant for Accountants — Leeds
- AI Assistant for Accountants — Toronto
- AI Assistant for Accountants — Vancouver
- AI Assistant for Accountants — Sydney
- AI Assistant for Accountants — Melbourne
Get your firm found.
Then grow it.
Pick a package, hit checkout, or book a 15-minute call if you'd rather have a human walk you through the scope. Either way, we'll be writing copy by next week.