← Back to blog

Accounting Practices: Capture Tax Enquiries Without Hiring Admin

June 1, 2026 · 6 min read · Professional Services · Gateway 360

You're in a BAS review with a client. The phone rings. Voicemail. That caller was a sole trader looking for a new accountant before EOFY. They called three firms. Whoever responded first got the meeting.

The accounting enquiry pattern

Most new client enquiries are similar:

Perfect for AI qualification. Complex advisory? Escalate to you.

Billable hour math

Partner charge-out: $250–400/hour. AI Essentials: $197/month. If the bot saves two hours of phone tag per month, it's paid for itself. Most firms save more.

500+ hours/year lost to admin across a three-partner practice (industry estimate)

AI handles tier-one enquiries; you handle relationships

What we configure

Professional tone. No gimmicks. TPB and privacy-appropriate — we don't give tax advice via bot.

Accounting firms: reclaim enquiry time

AI Essentials from $197/mo.

Get started →