AI Email Agent for Accountants
Handle new client enquiries without losing billable hours.
The problem: every enquiry reply costs you billable time
Your inbox is a queue of initial enquiries that all ask the same questions. What do you charge for a self-assessment return? Can you help with VAT registration? Do you work with limited companies? Each one deserves a considered, professional reply. But writing bespoke emails to prospective clients is not billable work — it is overhead that eats directly into your productive hours.
During tax season it gets worse. You are buried in client deadlines, and the enquiries pile up. Some wait days for a reply. Others never get one at all. The prospective clients who do not hear back go elsewhere. The ones who wait too long form a first impression of a practice that is slow to respond — not ideal when you are selling attention to detail.
How Superglu solves it
Superglu gives your accounting practice an AI email agent that handles initial enquiries with the same professionalism you would. It explains your services, outlines your fee structure, describes your onboarding process, and gathers the information you need to assess whether the client is a good fit.
The AI knows your specialisms — whether that is freelancers and sole traders, property landlords, or limited companies. It asks the right qualifying questions: what type of entity, what is the turnover, do they have existing accounts, what is their filing deadline. You get a pre-qualified lead with all the context you need, ready for a discovery call.
Example: a freelancer asks about tax returns
Help with self-assessment tax return
Hi, I am a freelance copywriter and I have been doing my own tax returns for the last three years. It is getting more complicated now that I have some expenses and a bit of investment income. Can you take this on for me? What would you need from me and roughly how much would it cost?
Re: Help with self-assessment tax return
Hi Niamh, thanks for getting in touch. We work with a lot of freelancers and sole traders, so this is right up our street. For a self-assessment return with freelance income, expenses, and investment income, our fee is typically between £250 and £400 depending on complexity. We would need your UTR number, a summary of your income and expenses for the tax year, and details of any investment income or gains. The easiest way to get started is a free 15-minute introductory call where we can assess what you need and confirm the fee. Would any day next week suit you for a quick chat?
Example: a small business asks about bookkeeping
Bookkeeping and VAT for small ltd company
Hello, I run a small landscaping company (limited) and I need someone to handle our monthly bookkeeping and quarterly VAT returns. We use Xero already. Turnover is around £180k. Could you give me an idea of costs?
Re: Bookkeeping and VAT for small ltd company
Hi Tom, thanks for your enquiry. We work with several small limited companies on exactly this — monthly bookkeeping and quarterly VAT returns. Good to hear you are already on Xero as that is our preferred platform. For a business at your turnover level, our monthly bookkeeping and VAT package is typically between £180 and £250 per month, depending on transaction volume. This includes bank reconciliation, purchase and sales ledger management, and quarterly VAT return preparation and submission. Shall we arrange a short call to discuss your requirements in more detail? I have availability this week on Wednesday or Friday afternoon.
Frequently asked questions
How does an AI email agent work for an accounting practice?
You describe your practice — the services you offer, your fee structure, your onboarding process, and your areas of specialism. When a prospective client emails asking about tax returns, bookkeeping, or company accounts, the AI replies with a professional, detailed response explaining your services, typical fees, and next steps. It gathers the information you need to assess the enquiry so you can decide whether to take them on.
Can the AI handle sensitive financial questions?
The AI is configured to explain your services and process, not to give financial advice. It will clearly outline what you offer and how your practice works, but it will never provide specific tax guidance or financial recommendations. For anything that crosses into advice territory, it directs the enquirer to book a consultation with you.
Will the AI understand different types of accounting enquiries?
Yes. Whether someone is asking about self-assessment tax returns, VAT registration, company formation, payroll services, or management accounts, the AI knows your service offerings and responds accordingly. It can also distinguish between sole traders, limited companies, and partnerships, and tailor its reply to the relevant services.
Can I review replies before they are sent?
Yes. Superglu offers a draft mode where every reply is prepared by the AI but held for your approval. You review and send with one click. Once you are confident in the quality, you can switch to autonomous mode and let the AI handle routine enquiries on its own. You control the level of oversight.
Spend your time on billable work, not inbox management
Set up your AI email agent in minutes. Describe your accounting practice, get a dedicated email address, and let the AI qualify new enquiries while you focus on your clients. Try it free.