Accountancy enquiries
Help prospective clients understand which accounting service they need.
Answer general questions about services, onboarding, pricing guidance, deadlines, and next steps while capturing new client enquiries.
Best for
For accountants, bookkeepers, payroll providers, and advisory firms that win clients through their website.
Example visitor question
“Do you offer this service, how do I book, and can someone call me back?”
Prospects often arrive unsure
Many visitors know they need help but not which service fits. They may ask about bookkeeping, tax returns, company accounts, payroll, VAT, or advisory work before contacting the firm.
Answer general service questions
EzyAssist can use approved firm content to explain services and route detailed financial questions to your team.
- - Service fit and onboarding steps
- - Pricing model guidance
- - Deadline and document preparation guidance
- - New client enquiry capture
Keep advice with professionals
The assistant should not give tax or financial advice. It can explain your process, collect context, and hand off to the firm.
Common questions
Can EzyAssist give tax advice?
No. It should answer general firm and service questions from approved content, then route advice-specific questions to a professional.
Can it qualify new clients?
Yes. It can capture business type, service interest, contact details, and the reason the visitor needs help.