AI agents for accountants

New client enquiries handled — even in January.

Prospects look for a new accountant when deadlines loom, which is exactly when you have no time to talk. An AI Smarty agent answers service and pricing questions, qualifies the business, and books the discovery call for quieter hours.

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the problem

Where accountants businesses lose leads

Deadline season buries enquiries

Self assessment January and year-end runs are when prospects arrive — and when your team can least afford to nurture them.

Price-shoppers need triaging

A £30-a-month sole trader and a group needing audit are different conversations. Both currently reach the same inbox.

Switching feels hard to prospects

People fear changing accountants is complicated. Nobody is there at 9pm to tell them you handle the whole handover.

what the agent does

Your best salesperson, on every page, at every hour

Trained on your website and documents, capturing leads and booking appointments the way you configure it.

  • Explains your services and fee structure from your published pricing
  • Qualifies prospects: entity type, turnover band, services needed, current software
  • Books discovery calls into partners’ calendars
  • Reassures switchers by explaining your onboarding and handover process
  • Answers deadline and process questions without touching client-specific data

Questions it handles

Real questions your website visitors ask — and the agent answers:

  • “How much do you charge for a limited company with one director?”
  • “Can you take over from my current accountant mid-year?”
  • “Do you work with Xero?”
  • “When is the self assessment deadline and can you still take me on?”
common questions

Frequently asked questions

Will it give tax advice?
No — it answers general service and process questions from your content and books anything requiring judgement into a call with your team.
Can it quote our fees?
If you publish fee ranges or packages, it quotes them accurately and consistently. If you price case-by-case, it qualifies the prospect and books the call instead.
Is client data safe?
The agent knows only your public content and what a visitor types. It has no access to client records, and conversations are stored securely under UK GDPR.
get started

Put an AI agent to work on your accountants website this week

Train it on your website in minutes, customise the conversation, and paste one line of code. Free trial, no card required.

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