Never lose another new client.
At month-end and tax season the phone doesn't stop, and prospects asking 'can you take me on?' hang up if nobody answers.
A real accountants & bookkeepers enquiry, start to finish
Fast answers win accountants & bookkeepers work.
Answers common questions about services, fees and documents needed
Books consultations straight into your calendar
Captures new-client enquiries during your busiest weeks
Your specific questions, answered.
Every answer here is about how the assistant actually handles your kind of enquiry, not a generic pitch.
Can it give tax advice?
No. It shares only the information you have approved about your services and fees, and passes anything advisory to you.
Can it tell clients which documents to send?
Yes, from a checklist you provide, such as what you need for a return or a company registration.
Is client information kept private?
Only what is needed to handle the enquiry is stored, and it is never shared or sold. Handling is POPIA-aligned.
What happens if it can't answer a question?
It doesn't guess. It takes a message and flags the conversation to you, with the full chat attached, so you can reply properly.
Does it work in Afrikaans or isiXhosa?
Yes. Afrikaans and isiXhosa are included free on the Professional and Premium plans, matched to whichever language your customer writes in.
One setup. Then it pays for itself.
Recover two or three jobs a month and the service has paid for itself. No fixed contract, cancel the monthly plan any time. Phone, quoting and website add-ons are on the full pricing.
Answer & capture
then R1 199 per month
- Answers common questions on WhatsApp and email
- Captures every lead
Answer, book & recover
then R2 199 per month
- Everything in Essential
- Books jobs straight into your calendar
- Missed-call auto-reply
- Afrikaans and isiXhosa included
Priority & insight
then R3 199 per month
- Everything in Professional
- Urgent messages flagged instantly
- Recognises returning customers
- Monthly performance report
Prefer to pay annually? You can pay for a year upfront instead of monthly. Ask us how it works.
See it working for your business.
Book a free, no-obligation demo and we'll show you exactly how it would answer your accountants & bookkeepers customers, live.