Jodie - AI Answering Service

Answering Service for Accountants

An accountancy answering service picks up when every partner is billing. Jodie does that 24/7 for a flat £49 a month.

Answers every call, however many come in at once
Leaves every tax question for you to answer
Captures HMRC letter details, reference included
Asks about turnover, VAT, payroll and year end
Accountants using Hey Jodie AI answering service

Trusted by 1,600+ UK service businesses

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The problem

Tax season does not wait for you to answer the phone

When you're reconciling accounts or filing a return before the deadline, you cannot stop to answer every call. But the business owner who just got an HMRC letter needs an accountant now. They are calling the next firm on the list. New client enquiries, VAT questions, and payroll queries all go to whoever picks up first.

  • Existing clients ring all day about small things, so a new enquiry lands on an engaged line
  • The phone peaks twice a year: the January Self Assessment run, then the February to April year end
  • Every enquiry you take mid-return costs you the billable hour and the concentration
  • Voicemail asks a stranger to trust a firm that did not pick up
Accountant unable to answer phone during busy tax season

£49

a month, unlimited minutes, no per-call charges

The same price in January as in June

24/7

cover on every plan, evenings and January weekends included

Nobody in the practice has to stay late for it

31 Jan

the online Self Assessment deadline your phone follows

Paper returns are due earlier, on 31 October

How Accountants Use Jodie

Business owner calling accountant about tax deadline

Tax Deadline Panic Call

The situation: A small business owner calls in January needing help with their self-assessment return. The deadline is in days and they have not started.

Jodie handles it: Jodie picks up, asks about their business type, what records they have ready, and the deadline they are working to. You get a text with all the details so you can assess whether you can take them on.

Accountant in meeting while AI handles incoming call

Mid-Meeting, Client on the Phone

The situation: You're reviewing annual accounts with a client when a new enquiry calls your office line.

Jodie handles it: Jodie answers, takes the caller's details, asks what services they need, and lets them know you will call back after your meeting. The lead is in your inbox when the meeting ends.

AI receptionist capturing new business accountancy enquiry

New Business Setup Enquiry

The situation: A startup founder calls asking about limited company formation, VAT registration, and monthly bookkeeping packages.

Jodie handles it: Jodie asks about their business type, expected turnover, number of employees, and what stage they are at. You get a qualified lead with enough detail to prepare a proposal.

After-hours accounting call answered by AI phone service

After-Hours VAT Query

The situation: A business owner calls at 7pm worried about a VAT return they need to submit. They have questions about what they can claim.

Jodie handles it: Jodie takes their details, notes the specific questions, and lets them know you will be in touch in the morning. The message is ready and waiting when you start your day.

That new client is calling. Who is picking up?

Set up Jodie in under 2 minutes. She handles your calls while you handle the numbers.

Get Started for Free

Built for Accountants

Everything you need to stop missing clients and keep your practice growing.

Never Miss a Client Enquiry

Whether it is a new business needing an accountant, a self-assessment query, or a VAT registration question, Jodie picks up straight away and captures the details.

Qualified Lead Details

Jodie asks about their business type, what services they need, whether they have a current accountant, and any deadlines. You get a clear brief you can act on.

Sounds Like Your Practice

Callers think they're speaking to your office. Jodie knows your specialisms, the services you offer, and your availability.

Sales Calls Stop Interrupting You

Every practice gets rung by list sellers, software resellers and R&D tax outfits. Jodie takes those calls the same way she takes a client, notes who rang and what they wanted, and you read it later instead of losing the middle of a return to it.

Live in Minutes

No tech skills needed. Set up call forwarding on your office phone and Jodie starts answering your accountancy calls straight away.

Jodie app icon

The Jodie mobile app is here

Stay on top of every call, wherever you are.

Instant push notifications for every call
Read transcripts and caller details
Review and respond to messages on the move

Good afternoon, Matt

Here's your overview

Today
17 calls | 44 min
↑ 0
Calls handled
65 ↑ 667%
Last 7 days
Time saved
1h 48m ↑ 541%
Last 7 days
Calls by type Last 7 days
Enquiry
15
Lead
25
Existing
12
Emergency
4
Unknown
7
Missed
6
Recommended FAQs
All up to date
Your agent is ready
Your Jodie number
020 7946 0958
Answered by your AI receptionist
New Lead Handled by Jodie
Customer AI Answered
Enquiry Details Captured
Booking Confirmed by Jodie
After-hours Jodie Answered

FAQ

Accountants guides

Practical advice for accountants on handling calls, capturing leads, and growing.

The next new client is one missed call away.

Let Jodie take your calls while you're focused on the numbers.

Get Started for Free

First 7 days free, then pricing from £49/month