Accountancy firms lose time to document chasing, repetitive client questions and seasonal peaks. We build the website, intake and automation layer that removes that friction, so enquiries arrive complete, clients know what to send and when, and your team spends less time re-typing information and chasing paper.
The problems accountancy firms run into
- Clients emailing sensitive documents back and forth, with versions scattered across inboxes.
- Onboarding paperwork re-typed by hand, introducing errors and delays.
- Deadline season — self-assessment and year-end — overwhelming phones and inboxes.
- A website that brings no local business enquiries, even when the firm does good work.
- Professional obligations around client data that generic tools ignore.
What we build for accountancy firms
- A trust-led website built for local search and enquiries — clear services, local pages and enquiry paths for the clients you want to reach.
- Structured client intake so information arrives complete the first time, instead of in several follow-up emails.
- Secure document exchange set up with established tools, chosen around the firm’s obligations. We configure the exchange; we do not store client documents ourselves.
- An AI receptionist for call overflow in peak periods, so calls are answered, messages are captured and urgent enquiries are not lost.
- Automated reminders for records and deadlines using workflow tools such as n8n, so clients are prompted before a deadline, not after it.
- Document processing for invoices and receipts, turning paperwork into structured information your team can work with.
Honest limits
We are technologists, not accountants. We do not give accounting or tax advice. Final responsibility for professional and data-protection compliance stays with the firm, and tool choices are agreed with that in mind.
Services for accountancy firms
- Website development
- AI chatbot
- AI calling agents
- AI integrations
- AI document processing for business
- Websites for law firms — a sibling industry page
Frequently asked questions
Can you rebuild our existing website without losing our search presence?
Yes. A rebuild is planned with redirects, content migration and a check of the pages that already bring enquiries, so search presence is protected rather than rebuilt from scratch.
Can clients send documents securely?
Yes. We set up document exchange using established tools chosen around the firm’s obligations, with structured intake so documents arrive complete. We configure the exchange; we do not store client documents ourselves.
What happens at tax-season peaks?
Peak periods are planned for: structured intake, automated reminders for records and deadlines, and an AI receptionist for call overflow, so phones and inboxes are less likely to become the bottleneck.
Do you work with our existing software, such as Xero or QuickBooks?
Integrations are scoped per firm. We review the software you already use and agree what can be connected, what should stay manual, and what the integration will and will not do.
How much does it cost?
Every engagement is quoted individually in writing. Request a free quote and tell us about your firm, and we will quote for the work you actually need.
Request a quote
Request a Quote — tell us about your accountancy firm and the friction you want to remove, and we will come back with a written quote.
