AI Reception for Accountants — Client Intake, Service Questions, Document Checklists

New leads email "are you taking on clients?" Existing clients WhatsApp asking what they need for their Self Assessment return. Prospects ask your fee for an SME annual accounts engagement. Zivvo answers from your real services and pricing — and always escalates anything that asks for advice on tax position, treatment, or planning.

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Customer message

"What do I need for my Self Assessment?" — Email, 19:24

Zivvo replies (≤ 30 sec)

Sends the firm's Self-Assessment document checklist PDF, confirms current pricing tier (Self Assessment from £180), offers the calendar link for a 15-minute intake call to confirm scope. No tax advice given.

Every channel your accountants customers use

One inbox. One brand voice. Every reply under 30 seconds.

EmailWeb chatWhatsApp BusinessFacebook Messenger

What Zivvo handles

  • New-client enquiry qualification
  • Service scope (do you handle limited companies / VAT / SA?)
  • Document checklists (Self Assessment, annual accounts, VAT return)
  • Engagement pricing tiers
  • Onboarding-call booking
  • Deadline reminders (HMRC filing dates)

Not just support — your whole front office

The same Zivvo that answers your accountants customers also posts your social, fills your calendar, and remembers everyone — 24/7.

Posts that win client trust

Zivvo writes posts and blogs from your own practice notes — deadline reminders, fee guidance, onboarding tips — and replies to comments, so your firm stays visible without you drafting anything. It posts when your topics start trending in the news, and can turn a photo into a short vertical reel (beta).

Example · Ahead of the Self Assessment deadline, it publishes a LinkedIn post reminding clients what documents to gather — and a reel walking through your onboarding steps (beta).

Consultations booked right in the chat

Zivvo handles enquiry intake, answers fee and service questions, and books consultations in-chat against your live availability, with reminders and Google Calendar sync. Anything that crosses into tax or financial advice, it escalates to you rather than answering.

Example · A prospect asks 'how much for a limited-company tax return?' — Zivvo shares your fee, books a 30-minute consultation, and sends a calendar invite; when they then ask 'should I take dividends or salary?', it hands the thread straight to you.

Every client, remembered across channels

Zivvo keeps one profile per client across email, DMs and web chat, reads their mood, and flags anyone upset or working to a tight deadline. It captures new enquiries and runs email follow-ups for onboarding and review requests.

Example · When a returning client messages about their year-end, Zivvo already knows their company, prior queries, and pending document request — and flags 'deadline this week, sounds stressed' so you can prioritise.

Common questions

Does Zivvo give tax or accounting advice?
No. The agent is configured to refuse any question that requires tax or accounting judgement (e.g. "should I move my limited company to a sole trader?") and escalate to a qualified accountant. It handles intake, FAQ, document checklists, and pricing only.
Is it suitable for an ICAEW / ACCA / AAT regulated practice?
Yes for intake and FAQs — the same activities your reception or admin team handles. It does not perform any reserved or regulated activity. Review your professional indemnity and regulator's guidance on AI use before deploying.
Can it send document checklists?
Yes — upload your standard checklists as PDF (Self Assessment, VAT return, annual accounts, year-end, payroll setup) and the agent sends the right one based on the enquiry. Lists what the client needs to bring, in your firm's tone.
How does it handle existing-client questions?
For logistical questions (when is my filing deadline, what do you need from me, when does our engagement renew), it answers from your firm policy + the client's known engagement scope. For status questions ("how is my return coming along?"), it escalates to the right account manager.
Can it remind clients of HMRC filing deadlines?
Reminder triggers are on the roadmap (timed outbound from your client list). Today Zivvo is inbound-only — when a client asks "when is my deadline?", it answers from the calendar in your KB. For outbound nudges, connect Zivvo to your practice management system.
Does it integrate with Xero, QuickBooks, Sage, FreeAgent?
Direct integrations are on the roadmap. Today, simple connectors connect any system you use in a few clicks — useful for client-portal status lookups, invoice queries, document requests.
How does it handle confidentiality and GDPR?
Your login details are kept safely encrypted, your data can be stored in the EU (servers in Germany), and you choose how long messages are kept. Do not paste client-identifying data or financial figures into the public knowledge base; keep the KB to firm-level info (services, pricing, checklists).
Will it work in our clients' first language?
Yes — auto-detects and replies in 15+ languages. Useful for firms with international clients or multilingual catchment.
How long does setup take?
Around 30 minutes: paste your services and pricing tiers, upload your document checklists (Self Assessment, VAT, accounts), set the escalation rule ("any tax or accounting judgement question → human"), connect email and web chat. WhatsApp adds 15 minutes for Meta verification.
What does it cost?
Pro at £29/mo (£23/mo billed annually) suits most sole-practitioner and small accountancy practices — 1,500 credits, every channel. Business at £69/mo for multi-partner firms wanting separate agents per service line. Free plan for testing.

Try Zivvo free

2 agents, 50 credits, email + web chat — no credit card required.

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