Keep accounting enquiries organized during deadline season.
Handle meeting requests and routine service questions while your accountants focus on client work.
For businesses in the US and Gulf. Deadline-season calls interrupt focused work. New enquiries need service-scope checks. Existing clients ask for updates that need identity checks. We scope the workflow with your team before building it.
Talk through your AI projectRoutine calls to plan for
Discovery meeting; Tax-service enquiry; Bookkeeping enquiry; Document-status callback; Appointment change.
After hours
Take meeting requests and route stated deadlines to the approved team contact without promising filing or extension. Capture callback preference and state the next staffed response window.
Your team stays in control
Do not give tax advice, collect tax IDs or bank credentials, or say a filing has been completed.
A clear starting price
USD 1,500 setup + USD 400/monthWe agree call allowances, provider fees, support, language and cancellation terms before payment.
Continue to secure checkoutTry a sample flow
Fictional dental and plumbing examples show the pattern. Your business needs an agreed script and tested connections.
Try the scripted demoHelp people find you
USD 490 auditSee how your business appears in local AI answers. Start with a check of supported business types, then plan clearer information for people choosing a provider.
Explore the visibility auditAI by 8 Digital is part of 8 Digital Marketing.
Our agency’s work for brands like Vodafone and Lenovo shows our wider marketing and creative experience. These are agency projects, not AI-service case studies.
See our agency portfolioYour questions.
Can it answer tax questions?
It can explain your published service scope. Advice on a person’s tax position goes to the accountant.
Can it collect documents or bank details?
No. Direct clients to the firm’s approved secure process after identity checks.
Can it work with Calendly?
Calendly is a booking-tool example, not a confirmed AI by 8 Digital integration. We need to check your plan, access and booking rules. Until a connection is tested, staff confirm requests.
What happens after closing time?
Take meeting requests and route stated deadlines to the approved team contact without promising filing or extension. This workflow must be agreed and tested before launch.
What does the receptionist cost?
The draft launch offer is $1,500 setup plus $400 per month. Confirm currency, taxes, usage limits and any extra charges in your written quote before buying.
Will callers know it is AI, and can they reach a person?
The proposed greeting says it is an AI assistant. Agree a staff handoff and an out-of-hours fallback before launch. Recording and privacy wording need lawyer review.
How would you check AI visibility for accountants?
Start with local questions such as: Which accountants in your city work with small retail businesses? Record the date, location, service and answer, then review gaps in your public business information. This is a draft audit method, not a result.
Does the audit guarantee ChatGPT will recommend us?
No. AI answers change and we cannot control them. The draft audit price is $490; scope, currency and taxes need confirmation. Any ongoing work is quoted separately.
Talk through your AI project
Tell us what you want to improve. We will confirm the scope, price and next steps before any paid work.