Your prospects ask the same accounting questions every week. Your chatbot can answer them.
VocUI trains on your firm's services, pricing, and onboarding content — so your team spends less time on repetitive enquiries and more time on client work that matters.
Answers services & pricing questions 24/7 · Trained only on your approved firm content · GDPR-compliant
Your accountants are fielding questions a FAQ page could handle
Not because your team is inefficient. Because there's no system to handle repetitive prospect enquiries — so every question lands in someone's inbox.
The same services and pricing questions, every week
Do you handle self-assessment returns? What does bookkeeping cost? Do you work with limited companies? Your team fields these before a single engagement letter is signed.
After-hours enquiries during tax season go unanswered
Sole traders and business owners research accountants outside office hours. Without a live response, they move to the next firm on the search results page. 41% of all meetings are booked outside standard business hours.
Manual client onboarding Q&A slows down new business
Every new client needs onboarding. When that happens through back-and-forth emails, it delays engagement starts and ties up your senior staff unnecessarily.
Live before your next client meeting. No developers needed.
Upload your firm content
Add your service pages, pricing guides, FAQ documents, and onboarding materials. Your chatbot learns your service offering and answers accordingly.
Configure intake questions
Set the qualifying questions new client prospects should answer — business type, turnover band, services needed. Your chatbot asks them before you speak.
Embed and capture new clients
Go live on your website. Prospects get instant answers; qualified leads book a discovery call directly from the chat window.
Everything an accountancy intake chatbot actually needs
Built for accounting firm intake — not a generic chatbot bolted onto your website. Every feature is aimed at qualifying leads and freeing your team's time.
Trained on your services content
Your chatbot answers from your own service descriptions, pricing tiers, and FAQ docs — never guessed or fabricated.
Automated new client intake
Collect business type, turnover, and services needed before the first call. Arrive at discovery meetings already prepared.
Discovery call booking
VocUI Scheduling connects to your calendar. Qualified prospects book their first meeting directly from the chat.
Tax season FAQ on autopilot
Load your deadline calendar, document checklists, and self-assessment FAQs once. Same questions every January and April — handled automatically, without extra headcount.
Handoff to your accountants
Complex queries escalate to the right team member with full conversation context, so nothing is repeated.
GDPR-compliant data handling
Visitor data is handled per GDPR. Data processing agreements available for Enterprise customers.
A typical week, before and after VocUI
Before
During tax season, staff fielding the same questions about self-assessment deadlines, document checklists, and fees every day — interrupting client work to answer enquiries that could have been self-served.
Setup
Uploaded their services brochure, fee guide, onboarding checklist, and a FAQ covering common tax questions — configured in under an hour.
After
Prospective clients get fee and scope answers instantly. New client onboarding queries handled automatically. Accountants start client calls better prepared.
For accountancy firms that want their team focused on client work
If your team is spending time answering questions any chatbot could handle, VocUI pays for itself before the first client hour it frees up.
SME Accounting
Handle company accounts, VAT registration, payroll, and bookkeeping enquiries before the first consultation.
Sole Trader & Freelancer Accounting
Answer self-assessment, expenses, and IR35 questions that sole traders search for outside office hours.
Tax Advisory
Qualify prospects on complexity and service scope before engaging a senior tax advisor.
Audit & Compliance
Answer statutory audit threshold questions, timelines, and document requirements automatically.
Related industries
Reach your accountancy customers on every channel they use
Deploy the same AI chatbot across Website widget, WhatsApp, SMS, and Email — all from a single knowledge base. Train once, deploy everywhere.
Stop answering the same questions every tax season
Build a chatbot that qualifies new clients and answers FAQ — so your firm can focus on the work that actually requires an accountant.
Free plan available · No credit card required · Trained on your firm content only
Related reading
AI Chatbots for Accounting Firms: Client Self-Service →