For Accountants and Tax Agents

Marketing and enquiry systems for Adelaide accountants

Grow past referrals without adding admin. We answer the calls you can't take, book the intro call and follow up every enquiry, so good clients stop slipping away. Built for small practices in Adelaide and regional South Australia.

Bookkeeper at her desk by the shopfront window of a small practice on The Parade, Norwood
Every enquiry answered
Booked into your calendar
Tax time

Tax time without the enquiry pile-up

9pm at the kitchen table

Your next client is sorting receipts after the kids are in bed. If they can book an intro call right then, they will. If they have to wait until Monday, they might ring someone else.

Couple sorting a shoebox of receipts at their kitchen table at night with the TV on behind them

July at the front counter

When the phones run hot, enquiries are answered, details taken and intro calls booked, so the front counter can get on with the work already in.

Two staff at an Adelaide accounting practice front counter sorting client folders at tax time

The night before the BAS deadline

Not the night to be returning calls. Follow-up texts, document reminders and booking confirmations go out on their own.

Tax agent working late at his desk with a calendar showing the 28th circled
AI Team

Keep the clients you already have

Most practices grow on referrals. These make sure every client is heard and the happy ones find it easy to pass your name on.

  • Accountant going through documents with a café owner client at a small round table
    No enquiry goes cold

    Enquiry follow-up

    Part of the Practice Enquiry System

    For the enquiries you already get. A reply within minutes, a link to book an intro call and gentle reminders, so good clients don't slip to the next practice.

    Ask about it in a free check
  • Practice manager reading a weekly client feedback summary on a laptop at a standing desk
    New

    Client Feedback + Win-back

    $179 setup, $49/month, $3.50 per call + GST

    After each engagement our AI assistant calls the client for a score out of 10. Low scores come to you first, and clients who went quiet get a call to find out why. It never gives tax advice. Every call opens with: "Just letting you know calls are recorded."

    Ask about it in a free check
  • Two small business owners at a weekend market, one passing on her accountant's card
    Add-on

    NPS + Referral Loop

    $49/month + GST add-on, free for your first 90 days

    Every client who gives an honest review gets a thank-you voucher, whatever the score. Happy clients get an easy way to refer a friend. Check what your professional body allows before you switch it on.

    Ask about it in a free check

Launch pricing in AUD, plus GST. Month to month, cancel any time. These look after customers you already have. We don't sell lead generation or appointment setting.

Free toolWhat do missed and slow enquiries cost your practice?Put in your own numbers and see the fees lost each year. Takes about two minutes.Try the calculator

Free guides and tools for practice owners

Missed enquiry calculator · 5 min read

What missed and slow enquiries cost an accounting practice

A free calculator that turns missed and slow enquiries into lost fees, using your own numbers.

Read and try it Referral ceiling calculator · 6 min read

How accountants can grow past referrals

A free calculator that shows where referral-only growth leads, and a 90 day plan.

Read and try it Task sorter · 5 min read

AI enquiry follow-up for accountants: what to automate

Sort ten practice tasks into automate, assist or keep human, and see why.

Read and try it

Sound familiar?

You're with a client or lodging when the phone rings, and the caller tries the next practice.
New business comes almost entirely from referrals, so growth depends on who happens to talk about you.
Website and Google enquiries get answered when you have time, not when the person is ready to book.
Onboarding a new client is a pile of manual emails and reminders.

How it works: from lead to follow-up

01

Capture every enquiry

Calls, website forms and chat land in one place, day or night.

02

Answer and book

The AI receptionist explains your services and books an intro call into your calendar.

03

Follow up

Text and email sequences chase anyone who hasn't booked and send reminders.

04

Welcome and retain

A welcome sequence for new clients and a review request after each engagement.

What's included

AI receptionist

Answers when you're with clients, takes the details and books a call back. You decide what it can say.

Booking and reminders

Online booking with confirmations and reminders by SMS and email.

CRM and follow-up

Every enquiry tracked from first contact to booked client, with automatic follow-up.

Google Business Profile and local pages

Profile fixes, directory listings and local pages for the suburbs you serve.

Review requests

A simple message after each engagement asking happy clients for a Google review.

Seasonal campaigns

Tax-time campaigns on Google and Facebook, tracked from click to booked appointment.

The offer

Start here

AI Receptionist

From $79 per month
  • 24/7 phone answering in your practice name
  • Books intro calls into your calendar
  • Missed-call text back
  • Call summaries in your CRM
  • Set up and tested for you

Practice Enquiry System

Tailored quote
  • Free workflow audit of how enquiries arrive today
  • Fixed-price quote before any work starts
  • CRM, booking, follow-up and AI receptionist working together
  • Optional monthly management

Prices in AUD as listed. Ongoing services run month to month with no lock-in. You get a fixed quote after your free workflow audit.

Questions

Do you work with accountants and tax agents?

Yes. We recently built a connected enquiry, booking and follow-up system for a qualified accountant in South Australia. The same approach suits small practices, bookkeepers and tax agents. You can read the anonymised case study on our case studies page.

Will the AI give tax advice?

No. You decide what it can say. We set it up to take details, explain your services and book a call. Advice stays with you.

Do you need access to our client files or practice software?

No. Enquiry handling sits alongside your practice software, and we don't need access to client tax records to set it up.

How much does it cost?

The AI Receptionist is from $79 per month. Larger systems are quoted after a free workflow audit, once we understand how enquiries reach you today.

What about advertising rules for registered tax practitioners?

Check what the Tax Practitioners Board and your professional body allow before you publish marketing. We write to your instructions, and you approve everything before it goes live.

Is there a lock-in contract?

No. Ongoing services run month to month. Project work, such as a custom website, is a fixed quote you agree before anything starts.

Call us