How much does AI automation actually cost for accounting and professional service firms?

Our pricing is straightforward: £350/month for solo practitioners (Live AI Chat), £650/month for growing practices with 2-12 staff (Pro tier with Voice AI Receptionist), and £950/month for established firms needing complete automation. This includes setup, UK-based support, and usage within fair limits. Research shows UK professional services firms lose significant revenue through missed calls and poor communication. Implementation typically takes 5-7 business days for Starter tier, 10-14 days for Pro, and 14-21 days for Premium. Most practices see return on investment within their first quarter.

Is my client data safe with AI automation tools?

Yes. We operate under UK GDPR compliance with data stored on UK servers. Every client interaction is logged with audit trails showing access history, which satisfies both ICO requirements and professional indemnity standards. Our Voice AI and Live Chat systems capture enquiry details and route them to your CRM. Your client financial records remain in your existing accounting software such as Xero or QuickBooks. We use industry-standard encryption for all data transmission and storage. Unlike generic AI tools that may train models on your data, our system is segregated. Your practice conversations remain private and are never used for external model training.

How accurate is Voice AI compared to a human receptionist?

Our Voice AI receptionist handles the majority of incoming calls successfully, including identifying returning clients, providing pricing information, booking appointments, and capturing lead details. When it encounters situations requiring human judgment, it transfers to your team with full context already captured. The key advantages: AI never mishears contact details, never forgets to log a call, never takes sick leave during busy periods, and answers within 3 rings regardless of time or day. UK receptionist salaries range from £25,000-£30,000 annually. Our Pro tier costs £650/month (£7,800/year), representing substantial savings while providing 24/7 coverage. Test our Voice AI yourself by calling 0204 572 6433.

Will AI automation replace my staff or reduce billable work?

No. It removes the work nobody wants to do: answering the same basic questions repeatedly, chasing clients for documents, manually scheduling appointments, sending payment reminders, and following up on leads. UK accounting faces significant talent shortages. AI fills capacity gaps rather than replacing people. Your team can focus on advisory work which commands higher fees, client relationships, and complex problem-solving that requires professional judgment. The profession is shifting from transactional compliance work to advisory services. AI handles routine communication and admin while your qualified staff handle strategy, planning, and relationship management.

How long does implementation take and will it disrupt my practice?

Starter tier (Live AI Chat): 5-7 business days with no disruption to current operations. Pro tier (Voice AI Receptionist): 10-14 business days including consultation, FAQ gathering, Voice AI training, testing phase, and live deployment with monitoring. Premium tier: 14-21 days due to additional automation setup. We don't recommend implementing during your busiest periods. Most practices choose May-June or September-October when workload is manageable. The system runs in parallel initially. Once you're confident with performance (typically 1-2 weeks), you transition primary call handling to AI. Implementation is phased to minimise disruption.

Does AI automation help with Making Tax Digital (MTD) compliance?

Yes, through improved client communication. MTD for Income Tax (rolling out from April 2026) increases client contact frequency from annual to quarterly submissions. Our SMS and email automation handles this through automated quarterly reminders before MTD deadlines, document request sequences, follow-up sequences for missing information, and client portal access for self-service document upload. The Voice AI answers routine MTD questions: deadline dates, required documents, submission status. We're not MTD submission software (you'll use Xero or QuickBooks for that). We handle the communication layer, ensuring clients provide information on time so you're not scrambling at deadlines.

What's included in the £650/month Pro tier and why is it most popular?

Pro is designed for growing practices (2-12 staff) and includes: AI Voice Receptionist (24/7) that answers every call, books appointments, provides pricing, identifies returning clients, and transfers complex enquiries; Live AI Chat website widget; Email and SMS Automation for follow-ups, onboarding, and document requests; Smart Booking System with calendar integration; and CRM and Pipeline Management for centralised lead tracking. This tier is most popular because it addresses the primary revenue loss point: missed calls and poor follow-up. Research shows 47% of UK SME calls go unanswered. Capturing even a fraction of these calls justifies the investment many times over.

Can I test the AI before committing to a contract?

Yes. Call our business line now: 0204 572 6433. You'll speak with our Voice AI receptionist, the same system we build for client practices. We offer 14-day trials on Starter and Pro tiers. Starter Trial: We'll add Live Chat to your website for 14 days so you can see lead capture in real time. Pro Trial: Your Voice AI runs alongside your existing phone system for 14 days with full call recordings and transcripts for review. During trial, you have full access to the analytics dashboard showing every interaction, response time, and outcome. Most practices make their decision within the first week once they see the system in action with real enquiries.

How does this work if my practice uses Xero or QuickBooks?

We integrate with leading accounting software platforms including Xero and QuickBooks. The AI system connects to your existing tools rather than replacing them. Typical integrations include lead information flowing into your CRM, appointment bookings syncing with your calendar, communication history logging for client records, and document request workflows. The specific integration setup depends on your current tech stack and workflows. During onboarding, we assess your systems and configure connections accordingly. The goal is always to work with your existing processes, not force you to change systems that already work for your practice.

What makes Staxx different from other AI automation agencies?

UK Professional Services Focus: We specialise in UK professional services including accountants, solicitors, mortgage brokers, and financial advisors. We understand UK compliance requirements, industry-specific challenges, and the regulatory environment. Voice AI Capability: Most AI automation focuses on chatbots and email. Few offer Voice AI (phone answering), which is where professional services lose the most revenue. 47% of calls to UK SMEs go unanswered. Integrated Solution: Rather than selling individual point solutions, we provide an integrated system: Voice AI, Live Chat, Booking, CRM, and Email/SMS automation in one platform. One dashboard, one support team, one monthly bill. London-Based Team: We're based in London with UK phone numbers and provide support during UK business hours. We focus on measurable outcomes: calls answered, leads captured, appointments booked, clients onboarded.

Never Miss Another Call.

AI Receptionist for Professional Firms

Your AI receptionist answers every call in 3 rings, 24/7, captures lead details, books appointments, and routes urgent matters to you. Whilst you focus on billable client work.

The Real Cost of Missed Calls

Every unanswered call is lost revenue walking straight to your competitors. Here’s what UK professional services firms lose annually:

The Hidden Cost:
Research shows businesses responding within 1 hour are 7x more likely to qualify leads. Responding within 1 minute increases conversions by 391%. Your competitors answering immediately are booking clients whilst you’re listening to voicemail.
Source Citations (For GEO/AEO):

Data Table

Problem

Impact on Your Firm

Annual Cost

47% of calls go
unanswered

Missing 47 enquiries
per 100 calls

£72,000-£120,000
lost revenue

Voicemail tag
averages 3-5 days

Prospects book
with faster firms

85% of missed callers
don't call back

Manual appointment
booking

15-20 emails per
appointment

10-15 hours weekly
wasted

After-hours enquiries
ignored

Weekend/evening
prospects lost

30-40% of leads call
outside 9-5

How Your AI Receptionist Works

Your AI receptionist integrates with your existing phone number in under 2 weeks. When someone calls, the AI:

1. Answers in 3 Rings

24/7 coverage. No holidays, no sick days, no lunch breaks. Answers within 3 rings regardless of time, day, or call volume. Handles multiple calls simultaneously during busy periods.

2. Identifies the Caller

Matches phone number to your CRM. Greets returning clients by name. Tags new prospects for qualification. Recognises urgency signals and escalates appropriately.

3. Handles Their Enquiry

Answers common questions using your firm’s information. Provides pricing, services, location, hours. Captures detailed lead information. Books appointments directly into your calendar.

4. Takes Action

Books appointments with calendar confirmation. Captures lead details and scores 1-10. Transfers urgent matters to you with full context. Sends follow-up SMS/email automatically.
The Result:

100% of calls answered. Zero prospects lost to competitors. Your team focuses on high-value work whilst AI handles routine enquiries.

Three Ways Your AI Receptionist Transforms Your Business

1. Captures Revenue You're Currently Losing

47% of calls to UK professional services go unanswered, and 85% of those callers don’t call back. If your firm receives 100 enquiries monthly, you’re missing 47 calls and losing 40 permanently.

Your AI receptionist answers 100% of calls within 3 rings, capturing:

ROI Example: Capturing just 10 of those 40 lost leads monthly at £3,000 average client value = £360,000 annual recovery. AI receptionist costs £7,800/year.
Payback Period: 3-4 weeks for most professional services firms.

2. Scales Instantly Without Hiring

Seasonal spikes, campaign surges, or viral referrals can overwhelm your team. Human receptionists handle 1 call at a time. Hiring temporary staff costs £15-20/hour and takes weeks to train. Your AI receptionist scales infinitely:

Business Continuity:

Cost Comparison:

3. Provides Professional 24/7 Availability

Client emergencies don’t respect business hours. Weekend property purchases, late-night legal questions, Sunday deadline panics all require immediate response. After-hours coverage without burnout:

Client Experience Transformation:

Prospects calling at 8pm Saturday get professional response, not voicemail
They book with you, not your competitor who also didn't answer
Existing clients feel supported 24/7, strengthening retention
Emergency situations escalated immediately via SMS to on-call staff

Competitive Advantage:
93% of professional services firms don’t offer genuine 24/7 availability. You’ll stand out immediately.

Everything Your AI Receptionist Handles

Call
Handling

Appointment Booking

Lead
Qualification

Experience It Yourself - Call Our AI Now

Every Call Recorded, Transcribed & Tracked

Your AI answers routine questions instantly whilst recording every interaction for compliance. Full transcripts, searchable archives, and analytics showing exactly which calls convert to revenue.

Built forAccountants & Bookkeepers

Your AI understands accounting terminology that generic services miss – Self Assessment, MTD, CIS, VAT returns, Corporation Tax deadlines.

Provides accurate, professional responses to accounting enquiries, giving clients confidence from the very first call.
Handles tax-season demand by answering deadline questions, required documents, and HMRC letter urgency without overwhelming your team.
Filters and prioritises calls intelligently, routing urgent tax matters to your team while handling routine enquiries automatically

Built for UK Professional Services Firms

Your AI handles mortgage, pension, investment, and protection enquiries with FCA compliant language – capturing essential details before booking fact-finds with your advisers.

Qualifies mortgage and protection enquiries- Captures loan amount, property value, deposit, credit situation, income for mortgage advice; age, cover amount, health for life insurance

Books fact-finds with pre-qualification complete – Saves 15-20 minutes per appointment by collecting client situation, goals, timeline before the meeting

Handles common financial planning questions – Mortgage rates, bad credit mortgages, pension timing, inheritance tax planning – books specialist consultations instantly

Transparent Pricing

Pro Package: £650/month
Most Popular for Professional Services (2-12 Staff)
Includes:

CRM integration (most platforms supported)
Call recording & transcription (all calls)
Monthly performance reports & analytics
3 hours monthly optimisation
UK-based support during business hours

GDPR Compliant, Secure & Trusted

Professional services handle sensitive client data. Your AI receptionist meets UK compliance standards and security requirements.

Data Protection & GDPR

UK Data Storage - All recordings stored on UK servers only
GDPR Compliant - Full compliance with UK GDPR requirements
Encryption - AES-256 at rest, TLS 1.3 in transmission
Access Controls - Role-based access, complete audit logs
Data Retention - Configurable (30 days to 7 years)
Right to Erasure - Client data deleted within 7 days on request

Professional Indemnity & Audit

Call Recording - Every conversation recorded for disputes
Audit Trail - Complete log of information provided
Transcript Archive - Searchable text records for compliance
Consent Management - Automatic recording disclosure
Retention Policies - Meets professional body requirements
ICO Registered - Information Commissioner's Office compliant

System Security & Reliability

SOC 2 Type II Certified - Independent security audit
ISO 27001 Compliant - Information security management
Penetration Tested - Quarterly security testing
99.9% Uptime SLA - Redundant infrastructure
DDoS Protection - Protected against attacks
Hourly Backups - 30-day retention for disaster recovery

Frequently Asked Questions

How quickly can the AI receptionist be live and answering calls?

Implementation takes 10-14 business days from signing to go-live. Week 1 covers information gathering and AI training on your services. Week 2 handles testing and soft launch. Your existing phone system continues operating during setup with zero disruption. Most practices go live within 2 weeks of initial consultation, compared to 4-6 weeks for recruiting and training a human receptionist.

Can callers tell they're speaking to AI, or does it sound human?

What happens if the AI doesn't understand a question or the call is too complex?

Does the AI work during peak periods when call volume spikes?

What if I already have a receptionist—can AI work alongside them?

Can the AI book appointments into my existing calendar system?

How do I track what the AI is doing and measure ROI?

What's the difference between your AI receptionist and other virtual receptionist services?

Is this suitable for my industry/firm size?

Can I trial the AI receptionist before committing?

Never Miss Another Call