AI Receptionist for Accountants & Bookkeepers

Your busiest weeks are your leakiest

When deadlines hit, inbound enquiries climb and your team's capacity to answer the phone drops to nothing. That's the worst time to send a prospective client to voicemail, they'll simply engage the next practice. Sophie answers every call through the peak, captures the enquiry, and books a consultation for when you can take it, so a busy season doesn't cost you next season's clients.

What Sophie handles through the season

• ✓Answers every call through EOFY, provisional tax dates and filing deadlines, day or night
• ✓Captures what the caller needs: the service, their business type, and when it's due
• ✓Books consultations and callbacks into your real time calendar
• ✓Takes a clear message when a query is for a specific accountant on your team
• ✓Flags time critical matters, a looming deadline, an IRD letter, to the right person
• ✓Leaves you a full, searchable transcript of every call

Point each caller at the right accountant

A practice is a team of specialists, and callers don't always know who they need. Sophie captures the caller's business type and what they're after, then books them with, or messages, the right person, so enquiries land in the correct inbox instead of bouncing around at your busiest time.

Books around your deadlines, works with your tools

Sophie books consultations into your real time calendar and can steer callers toward slots outside your deadline crunch. She works with Google Calendar, Outlook and most scheduling systems, and handles call data in line with the NZ Privacy Act 2020. Most practices are live within 48 hours.

Frequently asked questions

Can Sophie handle the call spike at tax time?

Yes. She answers many calls at once, so deadline season enquiries get an immediate answer and a booked consultation instead of voicemail.

Can she send callers to the right accountant?

Yes. Sophie captures the caller's business type and what they need, then books them with, or messages, the right person on your team.

Can she book consultations outside our busiest periods?

Yes. Sophie books into your real time calendar and can steer callers toward slots outside your deadline crunch.

Is client information handled privately?

Sophie handles call data in line with the NZ Privacy Act 2020, and you keep full searchable transcripts of every call.

How quickly can we go live?

Most practices are live within 48 hours. No lock in contract.