AI Receptionist for Accountants
Maggie captures new client enquiries, answers service and fee questions, and books consultations — 24/7, including through your busiest periods.
Start your free trial →New client enquiries peak exactly when your team is least available
Tax season is the busiest period of the year for accounting firms — and it's also when the phones and inboxes are flooded with new client enquiries. Someone who needs a tax return done searches for an accountant in June or July, lands on your website at 9pm, and wants to know if you're taking new clients and what it costs. Your team is exhausted and offline. The enquiry goes unanswered.
The reality is that most people who don't get a response to their initial accounting enquiry don't follow up — they find someone else. Particularly during tax time, when everyone is looking at the same time and there's no shortage of other options. A missed enquiry in June isn't a delayed booking; it's a client who went to the firm down the road.
The same problem applies outside of tax season. People research accountants for business structuring, SMSF setup, or a change of accountant at whatever hour suits them — usually evenings and weekends. If your website can't answer their questions in the moment, you lose the momentum.
Hello Maggie keeps your website working around the clock — answering service and fee questions based on exactly what you've set up, capturing lead details, and sending qualified prospects straight to your booking page the moment they're ready to commit.
Questions Maggie handles for accounting practices
Your prospects ask these before they decide to reach out. Maggie answers them instantly.
See it in action
An example conversation Maggie might have on your website.
Clarke & Associates
● Online now
Works with the booking tools accounting firms already use
Add your consultation booking link and Maggie sends qualified prospects directly there — no API access, no technical setup.
Calendly
Popular scheduling tool used by professional services firms for booking initial consultations.
Acuity Scheduling
Online appointment booking with intake forms — useful for collecting client details before a first meeting.
Microsoft Bookings
Integrated with Microsoft 365 — commonly used by established accounting practices.
Simplybook.me
Flexible booking platform suited to professional services with multiple staff members.
HubSpot
CRM-integrated booking used by larger firms that manage leads and client relationships centrally.
Any public booking link
If your practice management software has a public booking URL, Maggie can direct clients straight to it.
Using a different system? If it has a public booking URL, Maggie can use it.
Maggie answers your service questions. It doesn't give tax advice.
Maggie is configured to answer questions about your practice — your services, your fees, your software, your process for taking on new clients. It can qualify the nature of an enquiry and collect contact details so your team can follow up with the right context. That's where its role ends.
It won't attempt to advise someone on their tax situation, recommend a structure for their business, or interpret tax legislation. Questions that require professional judgement are acknowledged and directed to your team. Advice-giving remains firmly with your registered tax agents.
A note on AI and professional advice
Maggie is instructed at the platform level not to provide tax, financial, or legal advice. We recommend reviewing your conversation transcripts periodically to verify how it handles sensitive questions in your specific practice context.
How it plays out in practice
Example scenario
A four-partner firm, a busy tax season, and a flood of after-hours new client enquiries
A mid-sized accounting firm found that their website was generating significant traffic during June and July — but their conversion rate was low. Visitors were landing on the site after hours, spending time on the services page, and leaving without making contact. The team was too stretched during tax season to monitor and respond to web enquiries in real time.
After adding Hello Maggie, the widget began handling those after-hours enquiries immediately. Visitors asking about individual tax returns were answered with the firm's pricing and process. Small business owners were qualified on the type of work they needed. Those ready to proceed were sent directly to the firm's Calendly booking page for an initial consultation.
The partners found their mornings brought a list of qualified, pre-contacted leads — with details on what each prospect needed — rather than a pile of unanswered enquiry emails. New client intake through the website increased noticeably across the tax season, without adding to the team's workload.
Illustrative scenario. Individual results will vary based on traffic volume, knowledge base setup, and how quickly leads are followed up.
Common questions from accounting firms
Everything you need to know before getting started.
Can Maggie handle enquiries during tax time when the team is stretched?
That's exactly the situation it's built for. Tax season is when new client enquiries peak and when your team has the least capacity to respond to them. Maggie answers every website enquiry instantly — 24 hours a day — so leads are captured and qualified even when your accountants are heads-down on client work. Enquiries that go unanswered in June and July rarely call back.
Can it answer questions about fees?
Yes — add your fee structure, price ranges, or a general guide to the knowledge base and Maggie will answer within those parameters. For complex or variable-scope work, you can configure it to acknowledge the question and direct the prospect to a consultation where fees can be assessed properly.
Will Maggie give tax advice?
No. Maggie is instructed at the platform level not to provide tax, financial, or legal advice. It will answer questions about your services, your process, and your fees based on what you've added to the knowledge base — but it won't attempt to advise someone on their specific tax situation. Questions requiring professional judgement are directed to your team.
Can it distinguish between individual and business enquiries?
Yes — you can configure Maggie to ask qualifying questions about the nature of the work (individual return, small business, trust, SMSF, etc.) and respond accordingly. This means your team receives pre-qualified leads with context, rather than having to gather that information themselves in a follow-up call.
Can I use it to qualify leads before they reach my team?
Yes — Maggie can ask about the type of work required, the size of the business, the accounting software they use, and any other qualifying questions relevant to your practice. It captures the answers alongside the lead's contact details, so your team knows exactly who they're calling back and why.
Does it work with online booking systems?
Yes. Add your booking link — whether that's Calendly, Acuity, Microsoft Bookings, or anything else with a public URL — and Maggie will direct prospects straight to it when they're ready to schedule a consultation. No API access or technical integration is required.
What happens when someone asks a question Maggie doesn't know the answer to?
Maggie will let the visitor know that someone from the team will be in touch, and will capture their name and contact details so nothing falls through. It won't attempt to guess or improvise an answer — if the information isn't in your knowledge base, it acknowledges that and routes the enquiry to you.
Is it suitable for a sole trader accountant as well as a larger firm?
Yes — the setup is the same regardless of practice size. A sole trader might use Maggie primarily to capture leads and answer basic service questions overnight. A larger firm might also use it to qualify new client enquiries before they reach the relevant team member. Either way, the knowledge base is tailored to your specific services and pricing.
Stop losing new clients to unanswered after-hours enquiries
Set up takes 10 minutes. Works with Calendly, Acuity, and any booking system with a public link. 14-day free trial, no card needed.
Start your free trial →