CASE STUDY · AI AUTOMATION
AI for Accountancy Firms: an Assistant That Cuts Support Time by 60%
An AI assistant answers the firm’s most frequent client questions and only passes the team what genuinely needs a professional. The result: 60% less time spent on support.
Is your team losing hours to client queries?
Tell us which questions your clients keep asking and we’ll show you how to automate them. Reply within 24 hours.
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The same questions, over and over again
Filing deadlines, documents to provide, the status of a case… A large part of the team’s day went on answering the same client questions again and again. Hours that weren’t spent actually advising clients.
We introduced an AI assistant that answers those questions instantly and leaves the team free for the work that genuinely needs a professional.
it used to take
- Client
- Tax advisory firm (confidential)
- Service
- Client-facing AI assistant
- Goal
- Free up the team's time
- Result
- −60% support time
Queries don't arrive evenly
At an accountancy firm, client questions pile up around each quarterly deadline and during income tax season, exactly when the team is at its busiest. That’s where the assistant makes the difference.
Quarterly peaksJanuary, April, July and October: quarterly tax filings.
Income tax seasonApril to the end of June, with thousands of questions from individuals.
Rest of the yearRoutine admin and paperwork queries.
Indicative outline of the Spanish tax calendar
The assistant handles the routine and passes on what matters
The assistant introduces itself as a virtual assistant, answers using the firm’s own information and, when a question needs professional judgement, hands it over to the team.
Hi, when's the deadline for this quarter's VAT return?
Hi. The quarterly VAT return (Form 303) is due between the 1st and the 20th of the month after the quarter ends; for the fourth quarter, the deadline is 30 January. If you like, I can tell you which documents we'll need to prepare it.
OK. And can I claim my car as a business expense?
That depends on how you use the car in your business, so it's best for your adviser to look at it. I'll pass your question on and they'll be in touch today.
Query passed to the team
Sample conversation
- Deadlines and the tax calendar
- Documents clients need to provide
- FAQs about the firm's services
- How and when to get in touch
- Individual cases
- Decisions with tax implications
- Clients who ask to speak to a person
Does your team answer the same questions every week?
Filing deadlines, paperwork, case updates… If your clients keep asking the same things, an AI assistant can answer them instantly, even at the busiest time of year, and pass your team only what genuinely needs a professional.
Shall we free up your team's time?
Tell us which queries you get most often. We’ll get back to you within one working day with a proposal.
Tell us about your case
What your clients ask, through which channels and how much of your time it takes.
We’ll contact you to share information about our services.
Read our privacy policy.
💬 Prefer an instant reply? Message our AI assistant.
● MARKETEROSWEB
Fewer hours on support
AI assistants that answer frequent questions and leave your team free for what needs a professional.
- ✓Instant replies, even at the busiest time of year
- ✓Handover to the team when needed
- ✓Lower support costs without hiring more staff
- ✓Online marketing experience since 2011
PHONE
MADRID OFFICE
Calle Agustín de Betancourt, Nuevos Ministerios · 28003 Madrid, Spain
