AI receptionist for tax and accounting practices

Respect every client enquiry. Protect your team's focus.

SignalCraft AI answers routine questions, explains services using your approved knowledge, finds the right person in your team and books appointments 24/7 — without replacing professional tax or accounting advice.

See the accountant dashboard → See calendar synchronisation

24/7 enquiriesService Q&ATeam routing AppointmentsCalendar syncMultilingual

Focus on valuable work

Your clients need clarity. Your accountants need uninterrupted time.

SignalCraft handles the repetitive front-line work while your professionals stay focused on tax, accounts, compliance and client outcomes.

Without connected automation

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Calls arrive while accountants are in client meetings or working against deadlines.

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The same questions about services, pricing, documents and appointment types are answered repeatedly.

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Clients do not always know whether they need tax, bookkeeping, payroll or company-accounting support.

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Bookings across calendars and scheduling tools can create unnecessary back-and-forth.

With SignalCraft AI

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Clients receive an immediate response at any time, including evenings and busy tax periods.

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The assistant answers from your website, uploaded files and approved practice information.

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It identifies the client's need and routes them to the most suitable person or service.

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It books only real available time and respects blocks from connected calendars and scheduling tools.

Two-way availability awareness

Works alongside Calendly and your existing calendar.

SignalCraft is not a replacement for the scheduling tools your practice already uses. It works with the same underlying calendar availability.

If a team member blocks time in Google Calendar or Microsoft 365, SignalCraft treats that period as unavailable.

If Calendly books a slot into the connected calendar, that slot is also blocked inside SignalCraft.

If SignalCraft books an appointment, the connected calendar is updated so other scheduling tools see the occupied time.

This reduces double-booking risk while allowing staff to continue using familiar tools.

Calendar availability remains the shared source of truth across SignalCraft, Google Calendar, Microsoft 365 and compatible scheduling tools such as Calendly.

Google Calendar

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Microsoft 365

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Shared live
availability

Calendly

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SignalCraft AI

What the assistant can do

Client support without pretending to be the accountant.

The assistant supports communication, qualification and booking. Professional judgement remains with your qualified team.

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Answer routine questions

Explains services, process, required documents, working hours, locations and general practice information.

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Use approved knowledge

Answers from your website, service guides, FAQs and files rather than inventing tax or accounting information.

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Understand the client need

Distinguishes between areas such as self assessment, VAT, bookkeeping, payroll and company accounts.

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Find the right team member

Routes enquiries based on service, expertise, appointment type, availability or office location.

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Book 24/7

Checks real availability and creates appointments without unnecessary email or telephone back-and-forth.

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Support more clients

Handles website chat, phone and messaging conversations in multiple languages where configured.

Real accountant manager panel

A clear operational view for the whole practice.

These screenshots use demo client names and contain no private calendar information.

See availability and appointments on one timeline

Staff can understand who is available, which appointments are pending and where gaps remain.

Morning and afternoon views
Confirmed, pending and cancelled status
Multiple accountants or advisers
Service-specific appointment routing

Accountant appointment timeline dashboard using demo data

Accountant bookings list using demo data

Review every booking without searching through messages

The booking view keeps the essential information together: client, time, duration, service, location and assigned team member.

Simple daily booking list
Service and qualification labels
In-person or remote appointment context
Clear pending and confirmed states

Configure services and team expertise

Each professional can have their own specialisms, working hours, session durations, pricing information and calendar connection.

Tax and accounting service areas
Working hours and appointment lengths
Best-fit client descriptions
Individual calendar email and active status

Accountant team management dashboard using demo data

The right boundary

It supports the client journey. It does not replace professional advice.

SignalCraft helps clients understand your services, prepare for the next step and reach the right professional. Tax interpretation, accounting judgement and regulated advice remain with your team.

Good use“Do you help with VAT registration?”

Good use“Which documents should I bring to my first meeting?”

Good use“Who handles limited-company accounts, and when are they available?”

Escalate to a professionalCase-specific tax decisions, liability interpretation or personalised accounting advice.

How it works

Configured around your practice.

We use your approved information and existing scheduling setup rather than forcing your team into an entirely new workflow.

Connect practice knowledge

Add your website, service descriptions, FAQs, documents and escalation rules.

Configure the team

Define specialisms, appointment types, duration, office or remote options and working hours.

Connect calendars

Link the calendars used by your team so availability remains coordinated across systems.

Test and launch

Review answers, routing and booking flows before making the assistant available to clients.

Reduce repetitive enquiries without reducing client care.

See how SignalCraft AI could fit your accounting practice, team and existing calendar workflow.

Email sales@signalcraft.uk WhatsApp SignalCraft AI

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