Capture Client Enquiries During Tax Season Rush

Common Challenges

✔ Peak periods overwhelm phone lines
✔ Cannot answer during client meetings
✔ After-hours enquiries from anxious clients
✔ Complex questions require specialist knowledge

AI-Powered Solutions

  • Consultation Booking
     Schedules initial consultations and follow-up meetings automatically.
  • Service Information
     Explains accounting services, tax filing options, and fee structures.
  • Document Collection
     Coordinates secure document submission and required paperwork.
  • Deadline Reminders
     Sends automated reminders for tax deadlines and submission dates.
  • Client Query Triage
     Assesses urgency and routes complex queries to appropriate specialists.

Proven Results

More Consultations Booked
0 %

Zero

Missed Client Calls

Reduced

Admin Burden

SOLE PRACTITIONER ACCOUNTANT SERVING SMALL BUSINESSES

Scenario:

David is a chartered accountant working independently, serving small business clients across the Midlands with tax planning and bookkeeping services.

Challenge:

  • Cannot answer phone during client meetings
  • January tax deadline creates overwhelming call volume
  • Clients across multiple cities want local presence
  • Working alone limits growth potential

Solution with Business eSIM + AI:

✔

Professional accountancy eSIM number

✔

AI handles routine enquiries about services and pricing

✔

Books consultations during available slots

✔

Provides information about required documents

Result:

"During January, I was drowning in calls whilst trying to complete tax returns. The AI now handles all enquiry calls, books meetings perfectly, and tells clients exactly what documents to bring. I've taken on 40% more clients without hiring staff." — David Foster, Foster Accounting Services