01
Answer who you act for
Sole trader, limited company, partnership, landlord or contractor — answered from your own services page, in the enquirer's language, at any hour.
AI chatbot for accountants that sorts enquiries before a partner sees them.
Two questions arrive before anyone has spoken to you: do you act for someone like me, and what do you charge. Your services page and your fee page answer both, up to the point where the answer turns into tax advice. Adoomi answers the published part — the business types you take on, the work you cover, how fees are structured, what switching firms involves — and stops flat at the rest. Ask it whether to incorporate and it says an accountant here has to look at that, then takes the details.
Published fees, never a quoteTax questions → an accountantNothing live until you read it
Fig. 01.A · AccountantsNo figure
Never a price for their own accounts
24/7
Switching enquiries taken at night
Your sign-off
Before any answer reaches a client
Fig. 02.A · pain quotesThe everyday problem
The switching enquiry that lands after the shop shuts
Someone unhappy with their current accountant reads their own accounts in the evening, because that is the only time they get to. What they ask next is whether you are taking clients on, whether you act for a company as small as theirs, and what happens to the handover from the outgoing firm. None of it needs a chartered accountant to answer and all of it is already on your site — but by the time anyone reaches it on Monday, they have emailed two other practices.
Web07:42
“Do you handle limited companies / sole traders / contractors?”
WhatsApp21:15
“What services do you cover (annual accounts, VAT, payroll, self-assessment)?”
Web formSun
“What software do you support (Xero, QuickBooks, FreeAgent, Sage)?”
What you get
Three jobs on your enquiry inbox, and one refusal.
02
Capture the switch, not just a name
Business type, work wanted, bookkeeping software, year-end month, whether an accountant is already in place — the fields you set, taken before anyone rings back.
03
Refuse the tax question
Incorporation, VAT registration, allowable expenses, an HMRC letter: the assistant says an accountant here will look at it and passes the enquiry on, never an opinion.
Question coverage
What people type before they ever ring you
Business types, services, bookkeeping software, published fee structure, switching from another firm and what onboarding asks for — every one of them answerable from pages you already publish, with the tax questions passed to a named accountant.
Who you act forServices coveredFee structureBookkeeping softwareSwitching accountantYear-end processDiscovery call
a
Adoomi
ChatVoice
My accountant has gone quiet and my year end is coming up. Can you take over part-way through?
Taking over from another firm is set out on our onboarding page, including the clearance letter we send to the outgoing accountant and the records we ask you to bring across. I can pass this on with your year end noted — what is the best number?
Will I be fined if the accounts go in late?
Penalties and what to do about a late filing are for an accountant here, not for me — I would be guessing at your dates and your position. I will note the year end is close when I pass it over so the team can pick it up with you. Anything else you want them to see?
Company typesFee structureSwitching firms
Type a question…● Voice
Buyer intent
What a partner needs before the discovery call, asked up front
A discovery call that opens with 'so, tell me about the business' spends its first stretch on facts a form could have taken. Adoomi asks for the ones you choose: sole trader, limited company, partnership or LLP; the work wanted, from year-end accounts to VAT, payroll, CIS and personal tax; the software the books live in; the year-end month; whether an accountant is already in place. It prices none of it and books nothing — the set goes to whoever you named, and your team makes the call.
Vague enquiries, no context.
Your team chases the basics before they can reply.
a
Adoomi
Business typeLimited company plus rental flats
Work wantedYear end, VAT returns, personal tax
Records kept inXero
Current accountantLeaving — clearance needed
Contactcaptured@…
4 of 5 captured · 1 in progress
With AdoomiNew enquiry · readyEnq 2645
Business typeLimited company plus rental flats
Work wantedYear end, VAT returns, personal tax
Records kept inXero
Current accountantLeaving — clearance needed
Contactcaptured@…
One clean handoff.
Your team opens the enquiry and replies — no chasing.
STEP · 01
Pin the entity
Sole trader, limited company, partnership or LLP
STEP · 02
Name the work
Year end, VAT, payroll, CIS, personal tax
STEP · 03
Find the deadline
Year-end month, or a filing already overdue
STEP · 04
Route it
Prospects to whoever prices work, HMRC letters to the tax partner
Fig. 06.A · after-hoursOut-of-hours
The evening someone decides to change accountant
Nobody switches accountants mid-morning. They decide it at night, after the invoice or the missed deadline that prompted it. Adoomi is reading from your pages at that hour and in the enquirer's own language, so who you act for, what you cover and how you charge all get answered while they are still on the site. A VAT question gets no more of an answer then than it would at your front desk: it becomes a captured brief and an email alert to whoever you named, waiting when the office opens.
20:40
“"Do you act for limited companies with one director?"”
Read off your services page
21:15
“"What is your fee structure for year-end accounts?"”
Published structure, no individual price
22:30
“"Should I register for VAT now or wait?"”
Declined — accountant asked to call
08:00
“The morning list”
Sorted by who prices and who advises
Time back
Xero-or-Sage questions stop reaching chargeable people
The bookkeeping packages you work in, whether you file VAT under Making Tax Digital, what your onboarding pack asks a new client for, whether payroll and CIS are in scope, how your year-end process runs — all published, all asked over and over. Adoomi answers them from those pages, and re-reads the pages on a schedule and whenever you change one, so a rewritten services page reaches it without anyone rebuilding anything.
Before Adoomi
- Fee-structure questions queue behind live client work until someone chargeable answers them.
- People comparing three practices on a Sunday get their reply on Tuesday.
- "Can you take over from my current accountant?" needs the same onboarding answer every time.
- A VAT-scheme question arrives in the general inbox and sits there until a partner spots it.
With Adoomi
- Published fee structures, services and software answered straight off the pages you already keep current.
- Briefs arrive with entity type, work wanted, software and year-end month already on them.
- Switching questions answered from your onboarding page, clearance explained before the call.
- Tax questions leave the chat as an alert to the accountant you named, wording intact.
Fig. 08.A · controlsTrust & safety
The tax questions it will not touch
The assistant answers from your services page, fee page and onboarding notes — nothing else. Sole trader or limited company, registering for VAT, whether an expense is allowable, what an HMRC letter means: none get an answer; each turns on facts only an accountant should weigh. It says so, captures the matter and a contact, and routes it — an email alert to whoever you named, or a WhatsApp handover carrying the enquirer's own words. None of this makes your practice compliant with anything.
01
Your pages, or nothing
Services, fee structure and onboarding come from your own site. There is no general tax knowledge behind it to fall back on, so an unpublished answer is declined.
02
The tax line
Structure, VAT registration, allowable expenses and HMRC letters get one reply every time: an accountant here will look at it. Then the brief goes to them.
03
No figures, no uploads
It asks for a contact and a description, never accounts or ID. The window takes no file uploads, so papers reach you only once someone has moved to WhatsApp with them.
04
EU-hosted, and out of the logs
Working papers stay yours and chat stays out of them: EU-hosted, GDPR export and deletion built in, no tracking cookies, nothing in the logs.
How it works
How an AI chatbot for accountants works.
01
Connect content
Point Adoomi at your services page, fee page and onboarding notes. Those pages are the whole of what it may say; anything unpublished it declines rather than guesses at.
02
Add the snippet
Set who gets what: year-end and VAT enquiries to whoever prices work, an HMRC letter to the tax partner, a fee complaint to the managing partner. Then add one line to your website.
03
Test & go live
Read the briefs, tighten what it asks, edit or block any answer. Publish a new fee schedule in January and the answers follow it: pages are re-read on a schedule and whenever they change.
FAQ
FAQs about AI chatbots for accountants.
Company-structure questions sit outside what the assistant may answer, because the right answer turns on figures and plans only an accountant should weigh. It replies that someone here will look at the position, captures the business type, the work wanted and a contact, and sends it to the person you named.
Software answers come from your own pages: if your site lists the packages you work in and what a migration involves, the assistant repeats that and nothing more. It also captures what the enquirer keeps their records in now, so a switch is scoped before the first call rather than during it.
Fee questions get your published fee structure — fixed fee, monthly, hourly, whatever your fee page states — and never an individual number. The assistant does not estimate, discount or invent a figure. Anyone wanting a price for their own accounts is passed to whoever prices work at your firm.
HMRC enquiries leave the chat for the person you name, as an email alert carrying the enquirer's own words and the details captured, or as a WhatsApp handover your team picks up. The assistant states no view on what HMRC will do, and it cannot see anything behind a login, your practice software included.
Client affairs stay the client's: conversation data is EU-hosted, a GDPR export or deletion request is actionable, and nothing is written to logs. The window sets no tracking cookies and takes no file uploads, so accounts, statements and ID never pass through it — it asks for a contact and a description instead.
Plans run Free at £0 a month for 50 message credits, Local at £8 for 200, Growth at £20 for 500 and Scale at £75 for 4,000. Setup is ~10 min: connect your website, read the answers the assistant proposes and change anything you dislike, then add one line to your site.
Why this matters
Behaviour set before go-live, not results after
No client numbers appear on this page because there are none worth quoting at you. What can be stated is how the assistant behaves in a practice: it answers only from pages someone at the firm approved, it declines every structure, VAT and HMRC question rather than most of them, and the enquirer's own wording travels with the handover instead of a summary of it. You read what it may say before a prospective client reads it.
The only source it answers from
Services, fee structure, software and onboarding come from pages you approved; anything else is declined rather than guessed at.
Enquiries captured while you are shut
Evening and weekend questions answered from your published pages and captured as briefs in the enquirer's own language.
Every tax question, at every hour
Structure, VAT and HMRC questions leave the chat as a brief for a named accountant — the assistant states no view on any of them.
From the guides library
Guides for Accountants.
Start free
Try it on a VAT question before a client does
Point Adoomi at your services page, your fee page and your onboarding notes, then type 'should I register for VAT?' into it yourself. It should decline, say an accountant here will look at it, and ask for your details. If it does anything else you change it before it goes live, because nothing is published until you have read it. The Free plan is £0 a month with 50 message credits, and connecting the site, reviewing the answers and adding one line to your website takes ~10 min.
£0 free plan, no cardYou read it before a client does~10 min setup
Fig. 12.A · AccountantsExplore
More Professional Services chatbots
- AI chatbot for Insurance brokersSee how Adoomi handles enquiries for insurance brokers.
- AI chatbot for Law firmsSee how Adoomi handles enquiries for law firms.
- AI chatbot for Mortgage brokersSee how Adoomi handles enquiries for mortgage brokers.