For accountancy practices where four MTD quarters a year turned document chasing into a job nobody has the hours for, whatever practice software you run today.
Filing-season switchboard
The operational pressure is different in every sector. The pattern is the same: a genuine enquiry meets a team that is already with someone else.
January self-assessment, VAT quarters and now four MTD quarterly deadlines a year mean the phone rings hardest exactly when nobody can pick it up. A new enquiry that reaches voicemail usually goes to the next firm on the search results.
What do I need to send you, when is my filing due, has my return gone in, what do you still need from me for this quarter, can I get a copy of my accounts: the same questions arrive by phone and email all day, and partners and seniors end up answering them between actual work.
A prospect who fills in your contact form is comparing firms that morning. A reply that arrives three days later reads as an answer in itself, and it is not the one that wins the engagement.
Left unaddressed, missed calls and slow replies become lost engagements, and routine client questions keep pulling qualified staff away from chargeable work. MTD's quarterly cycle means that second cost is no longer confined to January: it recurs four times a year and grows as the income threshold drops in 2027 and 2028. Both are measurable from your own phone and inbox data, which is exactly why they are worth fixing rather than accepting as the cost of a busy practice.
Weekly enquiry digest
Mon 3 – Sun 9 August
Confirmed on the fit call: this is the shape of the work.
The delivery sequence stays simple on purpose: validate the platform and the transfer points before any automation is built.
Fit call
A short, no-cost call to confirm your practice tools and phone systems can actually support what you're asking for, before anything is proposed.
AI Opportunity and Vendor Review
A fixed-scope diagnostic comparing what your existing tools already do natively against named alternatives, ending in a plain buy/enable/configure/integrate/build recommendation, not an assumption that something needs building.
Build, with advice and complaint escalation gates
Every workflow that touches a client has a defined human transfer point: anything resembling tax or accounting advice, complaints and anything urgent always reach a person.
Handover, training and ongoing monitoring
Staff are trained, a written playbook is left behind, and monitoring covers support and a capped or metered level of usage.
Integration access is checked before it is proposed: never assumed from a vendor logo.
Two short calculators turn call and appointment patterns into a starting estimate before the fit call.
Stated upfront, not discovered mid-project. Automation handles the administrative path; people retain judgement and responsibility.
No. It answers a short list of admin questions your practice has approved: deadlines, which documents to send, office details, booking a meeting. Anything that looks like advice, judgement or a specific client's figures goes to a person, and it has no way to do anything else.
No. We work with whatever you already use, and the first thing we check is what it can do on its own before anyone suggests something new. Where a system will not let anything else connect to it, we say so on the first call rather than after you have signed.
They will know, because every call and message says so at the start. That is a rule we do not bend: being caught pretending does far more damage to a practice's name than simply saying it upfront.
It changes how much of this you need rather than what it does. HMRC's timetable, checked August 2026, brings qualifying income above thirty thousand pounds into MTD for Income Tax from April 2027 and above twenty thousand pounds from April 2028. Nothing here files anything or gives advice: it answers routine questions and passes everything else to a person.
No. Everything on this page deals with enquiries and admin. Nothing reads or writes ledgers, returns or working papers, and anything that would need that access is flagged as out of scope on the first call.
The only information involved is what a caller or enquirer chooses to tell it, handled under a written agreement, and we name the companies in the chain before anything goes live. The security page sets out what is confirmed today and what is still being worked on, including the parts that are not finished yet.
Not at the moment. What is on this page answers the people who contact you and helps staff draft routine replies faster, rather than going out to your client list. Chasing and deadline reminders are a separate piece of work, and we would walk you through what can and cannot be sent automatically before anything goes out.
The build is a one-off fixed fee and every figure is on the pricing page. After that you pay the call and message charges at what they cost us, with nothing added on top, plus an optional monitoring plan if you want one.
A 12-person practice missing around 20% of inbound calls in January and around each MTD quarterly deadline, with a contact-form inbox that gets answered in batches twice a week and seniors fielding the same document-checklist and filing-status questions daily.
Catching even a modest share of those missed calls as booked consultations, alongside same-hour replies to web enquiries and a staff toolkit that drafts the routine answers, wins engagements that were previously simply gone and returns chargeable hours to the people billing them. The practice's own phone and inbox data turns that share into an actual number within the first month of monitoring.