Grace is your firm's 24/7 AI assistant. She handles tax return enquiries, books appointments, answers BAS and compliance questions, and captures every new client call — so your team can focus on the work that matters.
14-day free trial. No credit card required. Live in under 5 minutes.
Use Cases
Grace speaks naturally and manages the full range of client interactions that consume your team's time every single day.
Clients constantly call to ask whether their return has been lodged, when their refund is arriving, or what documents are still needed. Grace handles every one of these calls — around the clock — without interrupting your accountants.
EOFY, BAS periods, and new financial year planning all create appointment surges. Grace books, reschedules, and confirms consultations automatically, sending calendar confirmations and reducing no-shows across your entire practice.
When are BAS lodgements due? What are the GST thresholds? Do I need to register for GST? Grace answers common compliance questions confidently and routes complex enquiries directly to the right team member.
New clients frequently want a fee indication before they commit. Grace provides structured fee ranges for standard services — individual tax returns, business activity statements, bookkeeping packages — and books a discovery call for complex engagements.
Missing payment summaries, bank statements, and receipts are the number one cause of delayed lodgements. Grace proactively contacts clients to confirm which documents are outstanding and what needs to be provided before their appointment.
When a prospective client calls your firm for the first time, Grace collects their name, contact details, entity type, and the nature of their enquiry — then routes the lead directly to your CRM or email inbox so no opportunity is missed.
How It Works
Grace integrates with your existing website in minutes. No IT resources required. No software to install.
A client lands on your website or calls your main number. Grace is immediately available via the voice widget — 24 hours a day, seven days a week, including peak periods like EOFY and BAS season.
Any time. Any device.Grace greets the client by name if they are returning, answers their question, takes a message, books an appointment, or collects the documents your team needs — all in a calm, professional tone that reflects your firm's standards.
Natural, accurate, always on-brand.Every interaction is logged. Appointments sync to your calendar, new client details flow to your CRM, and documents are flagged for follow-up. Your team starts each morning with a clear picture of every overnight enquiry.
Integrated. Traceable. Zero admin.Click the button below and experience exactly what your clients hear when they contact your firm after hours. Ask Grace about tax returns, BAS due dates, appointment availability, or fees — she is ready.
This is a live demonstration of the same widget that embeds directly on your accounting firm's website. No signup required to test it.
What Practices Say
Australian accounting professionals on what changed after deploying Grace on their firm's website.
"EOFY used to be complete chaos for our admin team. This year Grace handled the bulk of client calls during July and August. Our team spent those weeks on actual returns, not fielding phone calls about whether documents had been received. The difference was significant."
"As a bookkeeping firm we get a steady stream of new business enquiries, but we could never respond fast enough after hours. Since we installed the widget, our after-hours lead capture rate has doubled. Three new clients in the first fortnight came directly from Grace conversations that happened on weekends."
"My clients expect a premium experience. When they call my office at 7pm on a Tuesday and someone answers professionally, takes their question seriously, and books them in — they notice. Grace has become a genuine part of how I differentiate my advice practice from the larger firms."
Setup takes under five minutes. Works on any website platform — MYOB Practice, Xero Practice Manager, or a plain HTML page. No IT team required, no lock-in contracts.
14-day money-back guarantee. Cancel any time. No lock-in contracts.