AI for accountants that handles the admin, not the advice.
AI for accountants works best on the admin around client work: answering enquiries, collecting details and capturing appointment requests. Buzzozo builds your practice website with an AI chat assistant that does this day and night, and never gives tax advice. Try it with a free 14-day trial, no card needed.
What can AI do for an accountancy practice?
Most of the questions that reach a practice before someone becomes a client are administrative. Do you do Self Assessment? What does a year-end package cost? Can I speak to someone this week? An AI chat assistant can answer these from the facts you approve, at any hour, and pass the enquiry to your team with the details already collected.
Advice is different. Whether a rule applies to someone, what they can claim or how they should structure a business depends on their circumstances and needs a qualified person. Our assistant is set up to recognise those questions, say they are for an accountant, and turn them into a call request. It never makes a tax decision for anyone.
Admin or advice: where does the line sit?
| Service and fee questions | Answered from the facts you approve: what a Self Assessment, year-end or payroll package includes, and your published starting fees. |
|---|---|
| Deadlines | The assistant gives official dates with a link to the government page, such as GOV.UK Self Assessment deadlines. It does not work out what applies to a particular person. |
| Appointment requests | It takes the person's name, contact details and the time they'd like. Your team confirms the appointment; it doesn't fix times in your diary on its own. |
| New enquiries | Collected with the reason for the enquiry and sent to your inbox, so your team replies with the context in front of them. |
| Anything that needs advice | Whether a rule applies, what someone can claim, which structure suits them: handed to your team as a call request, never answered by the AI. |
| Engagement and client checks | Engagement letters, identity checks and onboarding stay in your own process. The assistant does not accept clients or sign anyone up. |
What does the ICO expect when AI handles client enquiries?
An enquiry chat collects personal data, so UK GDPR applies. The Information Commissioner's Office (ICO) publishes the primary guidance. These are the points we build around; read the guidance for your own practice, because this page is not legal advice.
| Tell people at the time | The ICO says you must provide privacy information to people at the time you collect their personal data. The chat and the enquiry form link to your privacy notice. ICO: the right to be informed |
|---|---|
| Ask only for what you need | Personal data should be adequate, relevant and limited to what is necessary for your purpose. Keep the public chat to contact details and the reason for the enquiry; tax references and documents belong in your secure client process. ICO: data minimisation |
| Keep decisions with people | UK GDPR has specific rules for decisions based solely on automated processing that have legal or similarly significant effects. The assistant makes no decisions about anyone: it answers, collects and hands over to a person. The ICO is updating this guidance after the Data (Use and Access) Act 2025. ICO: automated decision-making |
| Fairness and transparency in AI | The ICO's wider guidance covers how data protection applies to AI systems. ICO: guidance on AI and data protection |
How does appointment capture work?
Illustrative enquiry: at nine in the evening in January, a sole trader asks whether your practice can file their Self Assessment and what it costs. The assistant explains the service and your published starting fee, then asks for their name, phone number or email, and a good time to talk. The enquiry lands in your inbox with those details.
The next morning, your team confirms the call. If the person also asked whether they can claim for their home office, the assistant said that is a question for an accountant and added it to the request, so your team sees it before the call.
Everything you get for £149 a month.
The Website plan is not just a website. It is the build, the hosting, the security, AI-search readiness and the looking-after, every month, for one price.
- Premium custom design, written and builtDesigned for your business and written for your customers. Not a template with your logo dropped in. Zero upfront fee: free for 14 days, then the monthly plan. Bigger or more complex sites are quoted.
- Fast green UK hostingCloud hosting on 100% renewable power, with a free CDN so pages load fast.
- SSL certificateThe padlock in the address bar, kept renewed for you.
- SecurityFirewall and malware protection, with monitoring around the clock.
- Daily backupsAutomatic, and restorable if anything ever goes wrong.
- Speed optimisationImages, code and caching tuned so your site stays fast.
- Regular updates and upgradesSoftware, plugins and security patches kept current.
- Small changes on requestNew prices, photos or opening hours? Website includes a set number of small changes; Website + CRM includes a larger change allowance; Custom has an allowance agreed per client. Anything beyond the allowance is quoted before work starts.
- On-page SEOTitles, descriptions, structure and schema set up so you appear in Google.
- AI-search-ready buildClear service pages, FAQs, schema and llms.txt, so ChatGPT, Gemini, AI Overviews, Perplexity and Copilot can read, understand and recommend you.
- Contact forms, click-to-call and WhatsAppEnquiries go straight to your inbox and phone from day one.
- AI chat assistant, includedAnswers visitors' questions 24/7 and captures enquiries, with a monthly usage allowance.
- Your domain in your nameRegistered to you, never held hostage.
- UK supportReal people by phone, WhatsApp and email.
Which plan covers which part?
| AI chat assistant, with a monthly usage allowance | Website plan, from £149 a month at the founding price. Top-ups available. |
|---|---|
| BuzzozoHub CRM and missed-call text-back | Website + CRM, from £599 a month. |
| Booking systems and bespoke tools | Custom, tailored to what your practice needs. |
| Live phone answering | Not offered. The assistant answers in writing on your website. |
See every inclusion on our pay monthly website plans page.
Questions from accountants
Can AI give tax advice to my clients?
No. Our AI chat assistant explains your services and fees and gives official dates with a link to the government page. Anything that needs advice, such as whether a rule applies to someone, goes to your team as a call request.
Can it book appointments?
It takes the person's details and the time they'd like, then your team confirms the appointment. It doesn't fix times in your diary on its own. Booking systems are available as Custom work.
Does it answer phone calls?
No. It answers people on your website, in writing, at any hour. On the Website + CRM plan, from £599 a month, a caller you miss can get a text back, where it fits your practice.
Is the AI assistant included in the £149 a month plan?
Yes. The Website plan, from £149 a month at the founding price, includes the AI chat assistant with a monthly usage allowance; top-ups are available. BuzzozoHub CRM, missed-call text-back and booking systems sit in other plans.
What does the ICO say about using AI with enquiry data?
The ICO says you must give people privacy information when you collect their personal data, and hold only what you need for your purpose. Its automated decision-making guidance is being updated after the Data (Use and Access) Act 2025.
Who decides what the assistant says?
You do. We set it up from the facts you approve, such as your services, starting fees and opening hours. You decide what it knows and who sees the conversations.
Can I try it before paying?
Yes. We build your website with the AI assistant switched on for a free 14-day trial, no card needed. If you decide not to carry on, you pay nothing for the trial.
What is the next step?
See the assistant working on your own practice website before you decide. Start your free 14-day website trial, no card needed. For the website itself, read about our accountant website design, or see how our AI chat assistant and AI receptionist work for other businesses.
Your practice website, with AI that knows its limits.
Tell us the services your practice offers and how you want enquiries to reach you. We'll reply within one business day, or call us now on 020 3282 5353.
- Day 0
- A short call or WhatsApp about your business.
- In days
- Your website goes live on our hosting.
- Day 14
- Pick a plan, or walk away owing nothing.
Related pages
Websites and AI for your practice
Accountant website design
Fees, required details and an assistant that never gives tax advice.
AI chat assistant
How the assistant answers visitors and captures enquiries.
AI receptionist
Enquiries handled in writing, with missed-call text-back on Website + CRM.
Plans and prices
Website from £149 a month, Website + CRM from £599 a month.