For accountants · South Africa

The deadline enquiry goes to the firm that replies first

VAT registration, a backlog of books, a SARS letter, a monthly retainer quote. Small businesses choose an accountant in the week they panic. AskZuri answers, qualifies the size of the job and books the call.

R499/month · 14-day trial, no card · Rand prices exclude VAT

Where accountants lose the work

It is rarely the quote. It is the hour between the enquiry and the reply. These are the three places it happens most.

Deadlines create the enquiry, and they are short

A VAT deadline or a SARS letter is a now problem. A reply next week is a lost client.

The first question is always price

A clear monthly range, with what changes it, wins the conversation. "It depends" loses it.

Partners are in meetings all day

Nobody answers the phone during billable work. The enquiry sits in an inbox.

What customers actually send

These are the messages that decide whether a accountant gets the job. An assistant that answers them properly is worth more than another advert.

“I need to register for VAT urgently — what does it cost?”
“Can you take over monthly books for a small construction company?”
“I got a letter from SARS about a return I thought was filed. Can you help?”
“How much for a company tax return and financial statements?”
“Do you do payroll for 12 staff?”

What AskZuri knows about your business

You write it once, in your own words. The assistant never invents a price, a policy or a promise.

  • Your service list, monthly ranges, once-off prices and what documents you need to quote properly.
  • The deadlines you handle and the ones you do not, and where you refer (e.g. a tax attorney).
  • What it must never do: give tax advice, promise a refund, or state a filing is complete.
  • Everything else is escalated to a person, with the customer's details attached.

What it will not do: it does not give professional advice, does not diagnose, and does not pretend to be a human when asked directly.

What is at stake

Bookkeeping retainers are often R1,500 to R6,000 a month and last for years. One retainer client is far more than a year of the software that won it.

You do not need a marketing budget to fix this. You need the enquiry answered while the customer is still holding the phone.

Answers in seconds

Website chat, WhatsApp and after-hours enquiries get a real answer immediately, not an auto-reply that says “we'll be in touch”.

Only the leads worth your time

Every enquiry is checked and scored. Hot, contactable leads come to your phone with one tap to call or WhatsApp. The rest wait in a daily summary.

Written down, every time

Name, number, what they need and permission to reply. One place, not five apps and a notebook.

How it works

  1. See it on your own business. The free demo is built from your website in about 30 seconds. No card, no call.
  2. Check the answers. We load your services, prices, hours and rules, and you correct anything that is wrong.
  3. Switch it on. It answers your website chat and WhatsApp, books into your calendar, and sends the leads to your phone.

Most accountants are live within a day. The 14-day trial needs no card, and there is no setup fee on Essentials or Growth.

What it costs

One price list, no per-lead charges, no annual lock-in.

Essentials
R499 /month

Website chat and WhatsApp answered 24/7, leads on your phone, a daily summary. The plan most small businesses start on.

Growth
R1,499 /month

Everything in Essentials plus calendar bookings, quotes, follow-ups, voice notes and a lead inbox with a pipeline.

Pro
R2,999 /month

Everything in Growth plus a real AI phone line on your own number, with a R999 once-off setup.

Rand prices exclude VAT. Every plan starts with a 14-day trial, no card. If AskZuri does not bring you work in 60 days, we keep working free until it does.

Questions accountants ask

Is it safe with financial information?

It does not ask for ID numbers, bank details or passwords in chat. It captures the business name, contact details and the nature of the job; documents go through your normal secure channel.

Can it give tax advice?

No. It explains your services, collects the facts and books a consultation with a professional. That boundary protects you.

Does it work for a one-person practice?

Especially then. Every hour you spend answering basic pricing questions is an hour you cannot bill.

Can it chase client documents?

Yes, on Growth and Pro it sends polite document reminders to clients who agreed to them, with a cap so nobody is hounded.

Get the demo for your accountant business

Leave your details and we will build the receptionist from your own website, then send you the link. One working day, no obligation.

Prefer to see the numbers first? Run the free missed-enquiry audit — it shows what slow replies cost at your enquiry volume, and you do not need to sign up to see the result.

No card, no call unless you ask. We use your details to answer you and, if you ticked the box, to send occasional tips. Privacy policy.

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