What costs you time and money today
Where it pays off most: deadline weeks and evenings
An accounting firm sells trust and availability, and the first contact often shows whether that availability is real. The assistant reads your website - packages, pricing by number of transactions and employees, the entity types you serve, payroll, how clients send documents - and checks it for changes every night. In the dashboard you add what is not on the site: which month you are taking on new clients from, that switching from a previous accountant needs an authorisation and opening balances, that you always offer a short call before quoting. Questions like ‘should I be an LLC or a sole proprietor?’ or ‘can I deduct this?’ go to an accountant - the assistant gives no tax advice, it shares what is on your site and offers a callback. In the busiest week of the month you can let AI handle chat while calls go to whoever has a spare moment.
- Explains packages, pricing and services - bookkeeping, payroll, year-end
- Describes how switching from another firm works and what to prepare
- Never recommends a tax setup - those questions go to an accountant
- A new client talks to your firm before shopping around
- The call goes to an accountant who is not mid-filing
- After hours the owner picks a time that suits them
What it looks like in practice
Times and numbers are examples - they show the situation, not a guaranteed result.
Tom runs a car repair shop with two employees and is unhappy with his current accountant. In the evening he asks in chat what bookkeeping plus payroll would cost with you and whether he can switch from January.
From your website it gives the package for businesses with staff and how pricing depends on volume, and from your dashboard notes it explains that switching needs an authorisation and notice to the current firm. Whether he should change his tax setup goes to an accountant.
The assistant offers a call and Tom chooses Thursday at 10:00. The lead, with the chat and the payroll pages he viewed, is waiting in your dashboard in the morning, and a Telegram notification comes in too.
At the chosen time the system rings the first free person at your firm and connects them with Tom. The accountant already knows it is a repair shop with two staff, so she goes straight to monthly invoice volume.
Your firm prepares a quote and agrees with Tom which documents to hand over. The owner who messaged several firms that evening stays with the one that spoke to him first.
What it looks like on your website
In the chat, the AI assistant or your team replies - you decide when. On the phone, it is always a person.
The features that work hardest here
It learns your packages, pricing, the entity types you serve and how you work with clients, and checks for changes nightly - January's new prices show up in answers on their own.
On quiet days your front office runs chat, and in filing week you let AI step in whenever nobody is at the chat - anyone can take over just by replying.
An owner writing in the evening picks a time, and the system connects them with your firm once your team is at their desks.
Every morning the dashboard lists overnight enquiries - with the chat, the number and the pages the prospect viewed, such as payroll or company bookkeeping.
API and webhooks send leads to your CRM, and you can embed the CallsYou dashboard in your own system.
What it costs and what you get in this industry
The same simple plans for every business - below, what they do for you specifically. 3 days free, no contract, cancel in one click.
Chat
An AI assistant that answers on your website instantly
- 1 agent
- Up to 250 chat conversations / mo
- The AI assistant knows your whole website
- Explains packages, pricing and services - bookkeeping, payroll, year-end
- Describes how switching from another firm works and what to prepare
- Never recommends a tax setup - those questions go to an accountant
Chat + Call
AI assistant and 30-second callback in one
- 2 agents
- Up to 500 chat conversations / mo
- 50 min on the phone or 100 min in the app
- Everything in Chat
- A new client talks to your firm before shopping around
- The call goes to an accountant who is not mid-filing
- After hours the owner picks a time that suits them
Business
For businesses with heavy traffic and a bigger team
- 5 agents
- Up to 1,000 chat conversations / mo
- 100 min on the phone or 200 min in the app
- Everything in Chat + Call
- Agent order: who answers first and who takes over
- Call recording
- "Phone only" mode
Questions
Will the assistant tell a client which tax setup to choose?
No. It gives no tax advice - it can tell clients from your website which business types you serve and what each package costs, and passes the choice of setup to an accountant. You can add a rule in the dashboard to always offer a call on those questions.
Will the assistant prepare a quote on its own?
It does not produce quotes automatically. It gives the prices and ranges on your website or in your dashboard, and when a client wants a specific proposal it takes their number and the system connects them with someone at your firm.
Can we switch the assistant on just for tax season?
Yes, you can change who answers the chat at any time - for example AI only after hours in normal months and AI always from February to April. There is a free 3-day trial, so you can test it with no commitment.
See CallsYou in your business
3 days free. Enter your website, check the assistant's answers and paste one line of code.