AI for accountants
AI for accountants that prepares the work before you arrive.
Tax AI is an AI assistant for UK accountancy and tax practices. It answers new enquiries 24/7, collects the right records and hands your team an organised client file, so you spend time advising instead of chasing information.
£79 for the first month, then £99/month.
What it does
How AI helps accountancy practices.
Less admin between the first message and the first meeting.
Enquiry qualification
Identifies the service needed, business type, tax period and deadlines, then routes a clean enquiry to the right person in your practice.
Record collection
Asks clients for the documents and figures you need, such as income sources, expenses and invoices, before the first meeting.
Appointments around the clock
Answers new clients in the evening and at weekends and books consultations straight into your calendar.
Organised client files
Every conversation becomes a structured file: requirement, business profile, relevant deadline and records available.
Answers in the client's language
Clients can write in the language they are comfortable with, while your team receives a clear English summary.
You stay in control
The assistant gathers and organises information. Tax advice and filing decisions always remain with your qualified team.
How it works
Live in three simple steps.
01
Set up in minutes
Add your practice name, services and logo. Your assistant page is ready to share.
02
Clients start talking
Link it from your website, email signature or social profiles. The assistant handles first contact.
03
Review prepared files
Open each enquiry with the background already collected and decide the next step.