All industries
FOR ACCOUNTING FIRMS
Tax season, without the phone siege.
Your AI assistant absorbs the July–October call surge, books returns and BAS appointments, chases missing documents politely and persistently, and answers deadline questions — while your accountants actually account.
The firm reality
The July phone siege
Tax season triples call volume for four months. Hiring seasonal reception is expensive; missing calls is worse.
Document chasing purgatory
Every return waits on a client's missing statement — and chasing them politely consumes your admin team.
Deadline panic calls
'When's my BAS due?' 'Have you lodged mine?' — the same ten questions, hundreds of times.
Low-value walk-in enquiries
Callers price-shopping simple returns tie up the phone your business clients need.
EXAMPLE CONVERSATION
Missing documents, chased without the awkwardness.
The agent makes friendly outbound calls for outstanding documents, walks clients through the upload portal on the spot, and updates your workflow the moment files land.
1Outbound: polite document-chasing calls
2Walks clients through the secure upload portal
3Logs received documents in your workflow
4Books appointments once files are complete
5Escalates complex questions to the accountant
BENEFITS
What changes for your firm
Tax season absorbed
Unlimited parallel calls mean July feels like March at reception.
Documents arrive on time
Persistent, friendly chasing cuts weeks off return turnaround.
Accountants uninterrupted
Deadline and status questions answered without touching a timesheet.
Higher-value client mix
Simple-return price shoppers handled efficiently; business clients get the white glove.
Recurring compliance on rails
BAS, IAS and annual reminders that actually convert to bookings.
AUTOMATIONS & INTEGRATIONS
Wired into your practice stack
Missing document → chase sequence: call, SMS, upload link
BAS/IAS due → client reminders 3 weeks out with booking
Documents complete → return appointment auto-offered
Invoice overdue → courteous payment reminder + link
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CASE STUDY · LEDGER & LANE, PARRAMATTA
“Document chasing was our biggest bottleneck for a decade. The AI does it kindly, relentlessly, and our average return turnaround dropped from 19 days to 8.”
David Liang · Partner, 6-accountant practice
19 → 8 days
return turnaround
100%
season calls answered
11 hrs
admin saved / wk
Accounting questions, answered
Make this tax season your calmest ever.
Book a demo — hear a document chase that clients actually thank you for. Plans from $199/month.