During tax season the phone never stops and your team is heads-down in client work. AIssie answers every call and message, books initial consultations, answers the routine questions, and chases outstanding documents — so no enquiry slips through and no deadline is missed.
From July to October, enquiries spike just as your team has the least time to answer them. Prospective clients who can’t get through simply call the next firm. AIssie soaks up the inbound rush, qualifies the enquiry, and books the work — keeping your pipeline full when it matters most.
AIssie answers your firm’s phone professionally in natural Australian English, qualifies the enquiry (individual return, business, bookkeeping, SMSF), books an initial consultation into your calendar, and routes existing-client matters to the right person.
Visitors on your website or LinkedIn can chat with AIssie to ask about services, request a quote, or book a consultation — with their details and matter type captured for your team.
From a solo bookkeeper to a multi-partner accounting firm, AIssie adapts to how you work. Tell it your services, your intake questions and your scheduling rules — and it handles the inbound side professionally, all year and through every deadline.
Half of tax season is waiting on clients for paperwork. AIssie can call or message clients to chase missing documents, confirm receipt and nudge the stragglers — keeping engagements moving without tying up your team.
Yes. AIssie answers any number of calls at once with no engaged tone, so every enquiry is captured even during the busiest EOFY weeks.
Yes. AIssie qualifies the enquiry and books an initial consultation straight into your calendar, then sends the details to your team.
Yes. On voice plans, AIssie can make outbound calls and send messages to chase missing paperwork, confirm receipt and follow up the stragglers.
You set the rules. AIssie recognises existing-client enquiries and routes them to the right person, while booking new work into your pipeline.
AIssie only uses the business information you provide, and your customer content is never used to train general AI models.