Built for UK accountancy practices

Never miss a self-assessment enquiry in January

A professional AI receptionist that takes new client enquiries, books discovery calls, and handles VAT, payroll and self-assessment questions around the clock.

Start a free 14-day trial   or get a free lost-calls audit

The problems we hear every day

How we fix it for accountants and bookkeepers

Self-assessment surge ready

Scales to handle the January and April spikes without you hiring temps.

Discovery call booking

Books straight into your Calendly or Google Calendar with all the intake fields you need.

Knows the basics

Can answer routine questions about MTD, payroll cycles, VAT thresholds and CIS deductions from your Knowledge Base.

Lead scoring

Tags every enquiry by service type and turnover so you can prioritise the right ones.

What a real call sounds like

AI
Good morning, Cardinal Accountants, how can I help?
Caller
I need to file a self-assessment by the end of the month.
AI
No problem. Are you a sole trader or company director? I will book you a 15-minute discovery call with one of our senior accountants.

Common questions

Will it give tax advice?

Never. It captures the enquiry and books a call with a qualified accountant.

Can it handle MTD enquiries?

Yes - it can explain the rules at a high level and book a software setup call.

Try it free for 14 days

No credit card. Live in 5 minutes. Cancel any time.

Start your free trial

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