AdviserAlly for UK accountants
Win more clients from your website, onboard them with structured forms, and never miss a tax-year deadline — with AI assistance built in.
Why UK accountants and bookkeepers use AdviserAlly
Accounting practices live and die by deadlines and onboarding clarity. AdviserAlly gives accountants and bookkeepers a website chatbot that qualifies enquiries 24/7, a structured onboarding pipeline that gathers AML and engagement-letter information through secure forms, and automations that surface clients approaching personal-tax, VAT or year-end deadlines so nothing slips. Built-in Xero integration keeps your invoicing aligned with your books.
What you get
AI chatbot for "do you do X?" enquiries
Answers the most common practice-shopping questions — services, fees, location, turnaround — and books a discovery call without your team picking up the phone.
Onboarding pipeline
Sales-cycle stages for Enquiry → Quote → Engagement letter → AML → Setup → Live. Stage gates make sure nobody is signed off before AML is complete.
Deadline automations
Workflow automations remind clients ahead of self-assessment, VAT and year-end. Reminders fire in your branding via email or SMS.
Branded forms
AML, engagement-letter sign-off and onboarding questionnaires that attach to the client record.
Xero invoicing
Raise invoices straight from the client record into your Xero — fixed fees or hourly.
Mobile app
Check messages, today's bookings and pending tasks on the go.
How it plays out in practice
New client searches "accountant near me" at 11pm
They land on your website, ask about year-end fees in the chatbot, get an answer drawn from your training files, and book a discovery call. By morning the lead is on your pipeline with the conversation transcript.
31 January is approaching
Six weeks out, an automation emails every self-assessment client a "send us your records" message with a secure form. Two weeks out, a reminder SMS goes to anyone who hasn't.
Client onboarded and live
When the engagement letter is signed and AML is verified through your branded forms, the client moves to the "Live" stage. A Xero invoice for setup fees is raised in one click.
Integrations that matter for uk accountants and bookkeepers
- Xero — Cloud accounting software for small businesses
- Stripe — Online payments and subscription billing
- Google Calendar — Calendar and scheduling from Google Workspace
- Microsoft 365 — Outlook, Teams and Microsoft Calendar
Frequently asked questions
Does AdviserAlly file tax returns?
No — it's the CRM and client-management layer, not a tax-filing tool. It complements your existing tax software by handling the client communication, onboarding and deadline-chasing workload.
Can the chatbot quote fees?
It can describe your published fee structure if you put that in its training files. Most practices configure it to give a price band and offer to book a quote call rather than commit to a fixed quote.
How is AML information stored?
AML form submissions land on the client record, encrypted at rest and in transit, in UK-region infrastructure. Access is controlled by user permissions.
Does it integrate with Xero or QuickBooks?
Xero is integrated today. QuickBooks is on the roadmap; in the meantime you can use Zapier to bridge AdviserAlly to QuickBooks for invoice creation.
Last reviewed: 2026-05-10.
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