AI receptionist for accountants and IFAs: In January, your phone is the enemy of your deadlines.
Prime Assist is an AI receptionist for accountants and IFAs. Your fee earners get the quiet hours back while it answers every client call, books meetings into the right adviser diary, tells callers which records are outstanding, and routes anything regulated to a qualified human.
From £150 a month including VAT
£125 plus VAT for 500 minutes, about 140 to 200 calls. New customers get the first three months free with a 12-month commitment.Note 1: new customer offer terms
- Deadline season cover
- Promise dates for missing records
- 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, tells callers which records and documents are still outstanding and records a 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 that eat your 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.
Outstanding records and documents
When a client calls, tells them what is still outstanding, records a promise date and updates the job.
Deadline questions
Tells a caller 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.
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
Missing records
Clients ring with a question and nobody has time to tell them what is still missing. 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.
A twelve-person practice, self assessment heavy.
Illustrative scenario, not a customer result.Note 2: how this scenario was modelled
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
- Outstanding records raised on client calls, with promise dates recorded
- Status questions answered from your practice system
- Regulated conversations routed to the right qualified person
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Every call answered at once
Without pulling a fee earner off work.
-
Outstanding records raised on the call
The client hears what is outstanding, and a promise date is recorded.
-
New enquiries qualified on the call
Against your own intake questions, before they reach a fee earner.
Model your own numbers on the calculator, or read every sector scenario side by side on the example scenarios page.
It writes into your practice system, not into an inbox.
Meetings, promise dates and client updates written where your workflow already lives.
Live today
- Microsoft 365
- Google Workspace
- Zapier
Connected through their API or Zapier, scoped with you before launch
- Xero Practice Manager
- IRIS
- Karbon
Confirm your own tools before launch. Anything with an API or a Zapier connector is in scope, including the diary, CRM or practice system you already run. All integrations
Built for the strictest front desk first. Pointed at your client line.
We built Prime Assist for GP and dental reception, where every call needs a script, a record and a fast route to a person. Your enquiries get the same three things.
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, committed by contract, and it is built for UK accents, place names, postcodes and date formats.
Compare against answering services, IVR and in-house reception
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 help with outstanding records?
Yes, when a client calls. It tells them which items are still outstanding, records a promise date and updates the job in your system. It does not make outbound calls.
Will clients accept an AI answering?
It tells every caller at the start of the call that it is an AI, and hands over the moment a human is needed. A client who would rather speak to a person is routed to your team.
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 a UK or EU processing region, committed by contract, and written into your own practice systems. Personal data is processed under UK GDPR, and EU GDPR for customers in the EU, under a written data processing agreement.
Also built for
Page last updated . Every figure and claim on it is on our facts page.
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 easy to try before you commit to anything.
Hear it for yourself, right now
Ring the line, choose a scenario, for example a dental practice or a trades business, 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 and no email address.
Call +44 20 3747 7785We only get in touch if you ask us to.
Put a number on your missed calls
Two questions show the calls you miss today next to the same calls with Prime Assist, where every call is answered at once. Add your own figures to see what they are worth, what answering them would cost from £150 a month including VAT, and how many of your bookings that price equals.
Run my numbersNo email needed: nothing you enter leaves your browser.
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. One short form to book.
Book a demoNo card, no sales sequence, one human reply.
Do all three, in that order, and it takes a little over half an hour in total. We would rather you tested the product than read our claims about it.
Let AI answer the phone, so your team can answer your clients.
Bring your deadline-season call pattern. We will show you what Prime Assist absorbs.
No card, no sales sequence, and new customers get the first three months free with a 12-month commitment.
HEAR IT FIRST
Call +44 20 3747 7785 and put Prime Assist through its paces before you book anything.
Notes
- New customer offer: 12 months for the price of 9. When you sign, you commit to all 12 months, starting on the day you go live. Months 1 to 3 are free, then you pay your bundle price each month for months 4 to 12, from £150 including VAT (£125 plus VAT), with the price before VAT fixed for your 12 months. On 500 minutes, the bundle for your 12 months costs £1,350 including VAT (£1,125 plus VAT), plus any extra minutes, at 36p a minute including VAT (30p plus VAT) in every month, free months included. For new customers, switchers included, once per customer. A new customer is a practice or business that has not used Prime Assist in the 24 months before it signs. Switching? We do the switch, and a notice period of up to three months runs alongside your free months. Full terms on our pricing page. Back to text, note 1
- 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, not measured results. Back to text, note 2