Deadlines and periods
VAT, corporate tax, payroll and ESR dates from your filing calendar, per client's period.
AI Customer Service · Accounting firms
"When is VAT due? What do you need from me?" answered from your calendar and checklist — not from a partner's phone.
The AI client-service employee knows your filing calendar, service packages and document checklists. It answers each client's questions, tells them what is still missing, confirms what arrived, quotes your packages to new enquiries and hands anything about tax treatment to your accountants — in Arabic or English.
Free trial · No card to start · Set up in 10 minutes
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Tuesday, 11:20 AM
We're a new trading company, about 150 transactions a month. What does bookkeeping + VAT cost and what do you need to start?
11:20
Welcome! For up to 200 transactions a month, our Growth package is AED 1,500/month and includes monthly bookkeeping, quarterly VAT filing and a management report. To start we need: trade licence, VAT certificate, bank account letter, and last three months of statements. Would you like a 20-minute onboarding call with one of our partners? Thursday 10:00 or 2:00 pm are free.
11:20
Thursday 10. Also, do we need to register for corporate tax already?
11:22
Booked — Thursday 10:00 am with Mr. Hisham, meeting link to follow. Corporate-tax registration depends on your incorporation date and licence, so I'll leave that to Mr. Hisham to confirm on Thursday rather than guess — I've added it to the agenda.
11:22
What it does
What it handles — and what it hands over
Everything administrative. Nothing advisory.
Document reminders
What to send, by when, in which format — and a follow-up when a client goes quiet after the request.
Receipt confirmation
"Got your 12 receipts, missing the bank statement" — so clients stop asking "did you receive it?".
Services and pricing
Packages by transaction volume, add-on services, onboarding requirements — from your sheet.
New-client qualification
Company size, industry, volume, current software — collected and handed to the partner with a call booked.
Handed over: tax treatment
Deductibility, registration thresholds, "should we…?" — always to your accountants, with the question logged.
How it flows
How a client question flows
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Client writes
WhatsApp or email, often with documents attached.
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Administrative or advisory?
Deadlines, documents and pricing are answered; treatment questions are routed.
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Answered from your knowledge base
Calendar, checklist and service sheet — the same answer every time.
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Accountant informed
Routed questions and received documents appear in the client's thread for the responsible accountant.
Set-up
Set-up for an accounting firm
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01
Upload the filing calendar
Periods and due dates per tax type; tag each client with their period.
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02
Add checklists and packages
Monthly document list per client type, service packages and onboarding requirements.
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03
Assign accountants
Who owns which client, so routed questions reach the right person.
FAQ
Common questions
Can it follow up on missing documents?
Yes — follow-up rules: when a client has not replied to a document request after the number of days you set, it sends the personalised checklist again on WhatsApp, then confirms what arrived. You choose how many times.
Will it quote a price to a new enquiry?
It quotes the packages you publish, by the criteria you define (transaction volume, services). Custom proposals are handed to a partner with the qualification details.
How does it avoid giving tax advice?
Its instructions restrict it to your knowledge base and route treatment questions to a person; the example above shows the behaviour. Your accountants see every routed question.
Can clients reach their accountant directly?
Yes — "can I speak to Maryam?" hands the conversation to her in the shared inbox, with the full history.
Every client answered. Every partner uninterrupted.
Free trial with the accounting-firm template — your filing calendar is the knowledge base.
Plans from $39/month after the trial · every plan includes Arabic and English