While every desk is buried in filings,
this is how it goes.
What it captured — with the source of every field
The customer record — one, not three
Same customer — matched by phone number, thread continued
Handed to a person — and what the person receives
- The whole conversation, both channels
- Every captured field, with its source
- Why it stopped: a sales-tax threshold is a tax position, not a fact on the fee schedule
9:00 AM, the accountant’s screen — what is waiting
Scripted simulation · sample data · synthesised voices · the fees are an example price list, not a real firm's rates. To hear the real AI, call +82 70-5277-0820.
Not a customer case — an example of how the product answers once this trade’s price list and safety rules are loaded. Amounts are typical published ranges; what is actually quoted comes from the price list the accountant enters.
A missed call
is written down nowhere.
A new small-business client is worth the return plus years of bookkeeping, and they arrive in the fortnight when every desk is buried. The caller who reaches voicemail files with software or with the firm down the street. The dangerous version is worse: someone picks up and says “you probably don’t need to file this quarter”, and that sentence becomes the penalty.
The things a machine
must not say in this trade.
The four below are not settings you switch on and off. They are blocked from the start when the Accountants & tax answering is built. Anything that touches them is not answered — it goes to a person.
- It never takes a tax position.Whether an expense is deductible, whether you qualify for a scheme, whether you owe — these are the accountant’s calls after seeing the records. The question is recorded and passed on.
- It never rules on a filing deadline or an obligation.“You probably don’t need to file this time” is the sentence that becomes a penalty. Deadline questions are left as a check item for the accountant to answer.
- It never adjusts the fee.It quotes the base fee schedule the accountant loaded. Adjustments for industry and volume are set after the records have been seen.
- It never discloses another client.Who files with the firm, what they earned and what they paid are never answered, to anyone.
- If an AI answer causes a loss, our liability is capped at the fees you paid in the three months before the month of the incident. Losses from our wilful misconduct or gross negligence are compensated as the law provides, outside that cap. Terms §7 →
- Every call leaves a recording (you can switch it off), a summary, and the facts it answered from. Those records belong to you and can be exported in full at any time. Terms §8 →
- Replies are composed by a language model running in the United States. Customer records, bookings and call recordings are stored on our production servers in Seoul. Where the data lives →
When the call ends,
these fields are already filled.
The Accountants & tax CRM comes with Accountants & tax fields. You do not bend a generic CRM's blanks to your trade over months — it is written in your trade's words from day one.
Where every inquiry stands,
on one line.
If your trade is not here,
it can still usually be built.
Law firms
Public sector
Funeral homes
Insurance agencies
Print shops & signage
Staffing & recruitment agencies
Dental
Clinics & med-spaSend us your Accountants & tax price list,
and we show it answering from that.
No payment details. Within one business day you get a recording of the AI answering your customers' ten most common questions from your own price list — and if it is not right, you stop there.