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An AI receptionist for accountants and bookkeepers

Your phones don't ring evenly across the year. Your receptionist answers the calls your practice can't get to, in your practice's name, and passes on who called and what they need, so new business isn't lost while your team has its head down.

No website or Google listing? Tell us about your business

Build it free in two minutes. Talk to it straight away.

See example calls
An accountant working on a calculator beside a clipboardAn accountant meeting an older couple at a laptopHands checking figures in a ring binder with a calculatorHands sorting receipts beside a laptopAn accountant reviewing papers at a desk by a windowHands on a laptop beside a desk calculatorAn accountant going through papers with a clientAn accountant using a calculator at her desk
Why calls get missed

Busy periods are when calls get missed

In the run-up to the January Self Assessment deadline and around year ends, your team is buried in returns and accounts. That's exactly when the phone rings most: existing clients with questions, sole traders who've left it late, and new businesses looking for an accountant.

A new client who can't get through may try the next practice in their search results. An existing client may keep ringing back. Your receptionist answers those calls, so your team can keep working and pick them up in order.

How a call runs

What your receptionist does on the call

It answers in your practice's name and tells the caller it's automated.

  1. Call comes in
  2. Answered in your name
  3. Your questions
  4. Your rules
  5. Summary to you
  1. 01

    It sorts the call.

    Is it an existing client or a new enquiry? Is it about Self Assessment, bookkeeping, payroll, year-end accounts or something else? You decide which questions it asks.

  2. 02

    It captures new business properly.

    For a new enquiry, it takes the type of business, what they need help with, roughly how big the job is and the best time to call back, if those are your questions.

  3. 03

    It sticks to facts you give it.

    It can tell callers your opening hours, the services you offer and how to become a client.

  4. 04

    It never gives tax, financial or accounting advice.

    It won't say what someone can claim, how much tax they'll owe or how to fill in a return. If a caller asks, it explains that an accountant will need to speak to them and takes a message.

  5. 05

    It doesn't bluff.

    If it can't help, it says so, takes a message with a good time to call back and marks it for your team.

After every call

Every call written up for your team

After each call, you get the recording, the transcript, a summary and a check report. That's on every plan.

The summary tells whoever picks it up whether it's a client or a prospect, what the call was about and how urgent it is. The check report confirms your questions were asked and that anything urgent was escalated as you instructed.

Every call also comes with its recording and transcript. Our privacy policy explains how call data is handled and how long it's kept.

  • Recording
  • Transcript
  • Summary
  • Check report
Your Ringzel accountIllustration
New clientSummary

Sole trader. Tax return not filed yet.

Who rang
Self-employed decorator
Needs
Help with their return
Availability
Noted
Recording
Transcript · “...I haven't filed my return and I'm worried.”
Check report
New-client questions asked
yes
No tax advice given
yes
Told caller it's automated
yes
New business calls

Example call scenario

Example call scenario. This is an illustration, not a recording of a real call.

It's the second week of January. A self-employed decorator rings your practice at 5.50pm. They haven't filed their return and they're worried.

Your receptionist answers in your practice's name, says it's automated and asks your new-client questions: their name and number, that they're a sole trader, what they need help with and when they're free to talk. When they ask whether they'll be fined, it explains that it can't advise on tax and that one of your accountants will call them back.

Next morning, your team has the summary, recording and check report, and can decide who takes the job before anyone picks up the phone.

  • It sorts existing clients from new enquiries
  • It captures new business properly
  • It never gives tax, financial or accounting advice
  • It sticks to the facts you give it
Summary, 17:52Illustration
New clientDeadline season
Sole trader needs help with an unfiled return.
Question about fines
No tax advice given
Availability
Noted
Next step
An accountant to call back
Recording
In your account
Ring backOpen summary
Example calls

More accountancy calls, handled

Example call scenarios. These are illustrations, not recordings of real calls.

Existing clientExample call scenario

An existing client with a question

A client rings with a question for their accountant.

Check report, after the call
  • Job details captured:yes
  • Told caller it's automated:yes
  • Escalation needed:no
  • Caller left with a next step:yes

What happens: It takes the message and flags it for the right person. It won't give tax or accounting advice.

New businessExample call scenario

A new limited company

A company director rings looking for a new accountant.

Check report, after the call
  • Job details captured:yes
  • Told caller it's automated:yes
  • Escalation needed:no
  • Caller left with a next step:yes

What happens: It takes the type of business and what they need, and passes the enquiry to your team.

Out of scopeExample call scenario

A question it can't answer

A caller asks for something you haven't given it an answer to.

Check report, after the call
  • Didn't guess:yes
  • Message complete:yes
  • Callback time taken:yes
  • Flagged to you:yes

What happens: It says so, takes a message with a good time to call back and flags it for you. It doesn't bluff.

Website chat

Enquiries from your website, captured

Some business owners compare accountants online before they call anyone. Your bespoke AI chat widget answers them on your website, so nobody has to monitor a live chat window.

The owner of a new café visits your site on a Sunday and wants to know whether you handle payroll and bookkeeping for small hospitality businesses. The chat answers from the information about your practice, finds out what they need and captures their details, without offering any tax or financial guidance.

When the conversation ends, the transcript and summary are saved in your Ringzel account. Your team can call them back or, where available, contact them on WhatsApp.

Chat with your business
Illustration
Do you handle payroll and bookkeeping for a small café?
I can take your details for the practice. How many staff do you have, and when's a good time to call?
Six staff. Weekday mornings.
Sun 16:30 · Nobody from the business online
Saved to your Ringzel accountTranscript + summary

New café, six staff. Asked about payroll and bookkeeping. Call back on a weekday morning.

Call backWhatsApp, where available
Professional and Premium

Consultations, transfers and routing to the right accountant

On the Professional and Premium plans, your receptionist can do more than take a message.

  • Book initial consultations into your calendar, using the slots you choose.
  • Transfer calls to an accountant or your office when a caller needs to speak to someone.
  • Route calls to the right person, so a payroll question reaches your payroll team and a client reaches the accountant who looks after them.

On Basic, your receptionist takes the details and passes them to your team.

ThursdayProfessional and Premium
+ New booking in your calendar
  • 09:30ConsultationBooked
    New client
  • 12:00ConsultationBooked
    Payroll
  • 15:00ConsultationBooked
    Year end
Transfer
Put through to an accountant
Team routing
Payroll, tax or bookkeeping
Illustration
Try it free

Hear it answer for your practice

Type in your practice's name and Ringzel builds a receptionist from your website and Google listing. It takes about two minutes. Then talk to it in your browser: ring as a new client, ask about your fees, then ask it a tax question and hear how it handles it.

No phone needed. No card.

Build my receptionist
Pricing

Pricing for accountancy practices

Plans start at £99 a month, with unlimited calls on every plan, so a busy January doesn't mean a bigger bill. Professional, at £179 a month, adds consultation booking, call transfers and routing. Every plan includes the recording, transcript, summary and check report for every call, and a 14-day free trial with no card to start.

Basic

Answers and captures.

£99a month
Start free trial on Basic
  • Unlimited calls
  • AI phone answering in your business name
  • Recording, transcript and check report on every call
  • Bespoke AI website chat
  • Bookings into your calendar
  • Call transfers
  • Team routing
  • Integrations
  • Reputation management
ProfessionalMost popular

Answers, books and routes.

£179a month
Start free trial on Professional
  • Unlimited calls
  • AI phone answering in your business name
  • Recording, transcript and check report on every call
  • Bespoke AI website chat
  • Bookings into your calendar
  • Call transfers
  • Team routing
  • Integrations
  • Reputation management
Premium

Connects to the rest of your business.

£299a month
Start free trial on Premium
  • Unlimited calls
  • AI phone answering in your business name
  • Recording, transcript and check report on every call
  • Bespoke AI website chat
  • Bookings into your calendar
  • Call transfers
  • Team routing
  • Integrations
  • Reputation management

14-day free trial on every plan. No card to start. The trial begins when you create your account. Cancel before day 14 and you owe nothing.

Reviewing your fees? Our guide on how to price accounting services builds fixed fees and monthly packages from your chargeable hours, with UK fee benchmarks to check against.

What customers say

Really happy with Ringzel. It was easy to get set up, and it's been working great for us at Art on Film. The whole experience has been refreshingly simple.

AO
Art on Film
Customer
Questions

Questions accountants ask

What is an answering service for accountants?

It's a service that answers calls for an accountancy practice when the team can't. Ringzel's AI receptionist picks up in your practice's name, finds out whether the caller is a client or a new enquiry, and passes the details to your team.

What is an AI receptionist?

Does it give tax advice?

No. It never gives tax, financial or accounting advice. If a caller asks a tax question, it explains that an accountant will need to speak to them and takes a message.

Can it cope with the rush before a deadline?

Yes. Calls are unlimited on every plan, and your receptionist answers each one, so a busy week before the Self Assessment deadline doesn't leave callers ringing out.

Can it book consultations with new clients?

Yes, on the Professional and Premium plans. It books initial consultations into your calendar using the slots you choose. On Basic, it takes the caller's details and availability for your team.

Can it tell a client where their return is up to?

Only if you give it that information. For account-specific questions, it takes a message for the right accountant. Ringzel does not give tax, accounting or financial advice.

Can I keep my practice number?

Yes. You keep your number and forward the calls you can't take, whether your team is busy or the office is closed.

How to forward and divert calls in the UK

Is an answering service worth it for an accountancy practice?

Often around Self Assessment and year-end, when new-business calls arrive while the team is buried in returns. It's worth it if those new-client conversations, won at your normal rate, cover the monthly fee, and if the service is set never to give tax advice. Run your own figures through the calculator. Method: worth-it guide.

How much does it cost?

From £99 a month with unlimited calls. Professional, which adds consultation booking, transfers and routing, is £179 a month. Every plan has a 14-day free trial with no card to start.

Ringzel pricing

Keep new business coming in during your busiest weeks

Build your receptionist in about two minutes and hear how it handles a new client and a tax question. When you're ready, start your 14-day free trial.

No website or Google listing? Tell us about your business

Build it free in two minutes. Talk to it straight away.