AI VOICE INFRASTRUCTURE FOR UK ACCOUNTANTS AND IFAs
In January, your phone is the enemy of your deadlines.
Prime Assist answers every client call, books meetings into the right adviser diary, chases outstanding records with a promise date, and hands anything regulated to a qualified human. Your team gets the quiet hours back.
- Deadline season cover
- Records chasing with promise dates
- No regulated advice, ever
- Logged against the client record
I need to talk to someone about my self assessment.
I can book you in with Rachel. Before that, do you have your bank statements and any dividend records to hand? Those two hold most returns up.
Statements yes, dividends no.
Noted. Rachel can see you Tuesday at 2pm, and I have texted you the dividend checklist to bring.
Can an AI receptionist work for an accountancy firm or IFA?
Yes, for reception and administrative work only. Prime Assist answers client calls, books meetings into adviser diaries, chases outstanding records and documents with a recorded promise date, confirms deadlines from your own data, and takes messages with proper context. It gives no financial, tax or investment advice of any kind: every regulated conversation is routed to a qualified person, and the transcript goes with it.
THE CALLS
The calls that eat a practice January.
Your services, your deadlines, your client list, your compliance boundary.
Meeting bookings
Books the right adviser for the right service length and sends the document checklist in advance.
Records and document chasing
Calls clients for what is outstanding, records a promise date and updates the job.
Deadline reminders
Reminds clients what is due and when, from your own workflow data.
New client enquiries
Captures the entity type, turnover band and services needed, then routes to the right partner.
Portal and login help
Walks clients through the routine steps you have documented.
Status questions
Tells a client where their return or accounts are up to, from the status in your practice system.
Where it hands over. Anything that is or could be advice: tax positions, investment or pension questions, HMRC disputes, or a client in financial distress. All routed to a qualified human immediately. Prime Assist never comments on a tax or financial position.
A DAY ON YOUR PHONE LINE
Deadline season is a phone problem before it is a work problem.
09:30
January chase week
Every client calls about the same deadline in the same fortnight, and the work stops to answer them.
14:00
Chasing records
The most necessary calls are the ones nobody has time to make. Records arrive late and the deadline squeezes.
17:45
After-hours client worry
Clients call when they finish work. A voicemail on a tax deadline does not reassure anyone.
WORKED SCENARIO
A twelve-person practice, 400 clients, self assessment heavy.*
BEFORE
- Fee earners interrupted constantly through deadline season
- Records chasing done in gaps, inconsistently
- Clients calling repeatedly for status updates
- Out-of-hours calls left as voicemails
AFTER PRIME ASSIST
- Every call answered live without pulling a fee earner off work
- Records chased systematically with promise dates recorded
- Status questions answered from your practice system
- Regulated conversations routed to the right qualified person
0
interruptions to fee earners
Routine calls resolved before anyone is disturbed
Every
record chased on schedule
Chasing runs whether or not the team has capacity
Every
enquiry qualified before it reaches a fee earner
Replace with your own time data once measured
Model your own numbers on the calculator, or read every sector scenario side by side on the case studies page.
Illustrative scenario, not a customer result. Modelled on a practice taking 600 inbound calls in January with one part-time administrator. Figures are worked examples and will be replaced with named client outcomes as those are published.
YOUR STACK
Into the practice management system.
Meetings, chase notes and client updates written where your workflow already lives.
Confirm your own tools before launch: any diary, CRM or practice system with an API, plus 6,000-plus apps through Zapier Anything with an API or a Zapier connector is in scope. All integrations
WHY THIS ONE
Built to pass a clinical safety audit. Pointed at your client line.
A hard boundary between administration and regulated advice, enforced in the product rather than trusted to a script: that is precisely what a clinical safety case demands, and it maps directly onto FCA-sensitive work.
Defined escalation
It knows the edge of its remit and crosses to a human instead of guessing.
Audit trail as standard
Transcript, timestamps and actions on every call. Useful when a caller disputes what was said.
Writes into your system
Not an email you re-key. The outcome lands where your team already works.
UK-built, UK or EU hosted
a UK or EU processing region in the contract, and it understands UK accents, postcodes and dates.
Compare against answering services, IVR and in-house reception
QUESTIONS
Questions from practices.
Ask us something elseWill it give tax or financial advice?
Never. It is restricted to reception and administration. Any question that touches a tax position, investment, pension or HMRC dispute is escalated to a qualified human.
Is it acceptable for an FCA-regulated firm?
It is configured as an administrative tool with no advice permissions, with full transcripts and audit trails. Your compliance team should review and sign off the scripts, and we support that process.
Can it chase records?
Yes, that is one of the highest-value uses. It calls clients for outstanding items, records a promise date and updates the job in your system.
Will clients accept an AI answering?
It introduces itself honestly as an assistant and hands over the moment a human is needed. Most clients prefer an answered call to a voicemail during deadline season.
Does it handle anti-money-laundering checks?
It can ask your onboarding questions and record answers, but verification remains a human and system task.
Where is client data held?
In your choice of a UK or an EU region, by contract, and written into your own practice systems. Prime Assist is UK and EU GDPR compliant.
Also built for
START WHERE YOU ARE COMFORTABLE
Three ways to test us. Only one of them involves talking to a human.
Buying voice AI on a slide deck is how people end up with something that fails on the first awkward caller. So we made the product itself the easiest thing to try, and put the commitment in your hands rather than ours.
Hear it for yourself, right now
Ring the line and talk to Prime Assist the way one of your callers would. Ask it to book you in, then try to catch it out. No form, no email address, no follow-up call from us.
Call +44 20 3747 7785We do not capture your number. Nothing happens afterwards.
Put a number on your missed calls
Enter your call volume and average job or appointment value. You get the arithmetic on what the unanswered ones are costing you, with the methodology shown so you can challenge it.
Run my numbersEmail only if you want the full report sent over.
Watch it handle your calls
Bring the three calls that waste the most of your team’s day. We run them live, in your sector’s language, and tell you honestly which ones we would not take. Five fields to book.
Book a demoNo card, no sales sequence, one human reply.
Most people do all three, in that order, and it costs them about twenty minutes in total. We would rather you tested the product than read our claims about it.
- DCB0129 audited
- UK or EU hosted
- Cancel any time
Take January back.
Bring your deadline-season call pattern. We will show you what Prime Assist absorbs.
HEAR IT FIRST
Call +44 20 3747 7785 and put Prime Assist through its paces yourself before you book anything.