Tax season rings. You're in a client meeting.
NeoMind answers every call to your accounting practice — even through the EOFY and tax-time rush — books consultations and captures enquiries from your own information. It never touches a client's financial data and never gives advice; it informs, books and routes.
Tax time floods the phones, and you're heads-down on returns.
When EOFY and the BAS deadlines hit, the calls don't wait for a quiet moment — they come in bursts, while you and your team are deep in client work. The cost lands on your reception and on the prospective clients who can't get through.
EOFY and tax-time spikes bury reception
As the BAS and lodgement deadlines approach, the call volume jumps and every line is busy at once. Reception can't keep up, the queue backs up, and new business waits on hold during the one window it actually matters.
You're in a meeting, so it goes to voicemail
You and your accountants are with clients most of the day, so calls ring out to voicemail. A prospective client who wanted a quote rarely leaves a message — they just call the next firm on the list.
The same three questions, on repeat
"Do you do X?" "What does it cost?" "When's the deadline?" Your team answers the same routine enquiries dozens of times a day — pulling focus from the billable work that's already behind.
Three employees, one Brain, every routine enquiry covered.
Maeve answers your phone, Simon answers your website, and Hugo answers your staff internally. All three run on one shared Brain trained on your own information — services, fee guide, deadlines and process — and every one of them keeps strictly to general information.
Answer the tax-time spike, and book consults
Maeve picks up every call at once — through EOFY, tax time and the BAS deadlines — answers the routine questions and books consultations straight into your availability. No more voicemail backlog when the deadlines hit.
Maeve · phoneCapture enquiries to your rules
Every new enquiry — on the phone or your website — is captured with the details you ask for and routed the way you choose. A late-night question from a prospective client becomes a tidy follow-up for your team, not a lost lead.
Maeve SimonGeneral and service information only — never a client's data, never advice
It answers from your own materials — your services, fee guide, lodgement deadlines and process — and nothing else. It is not connected to your practice software, holds no client data, and never gives tax or financial advice. When something needs judgement, it books or routes to a person.
Maeve SimonGive staff an internal answer desk
Hugo answers your team from the same source — what services you offer, your fee schedule, who handles what — so a new starter or front-desk colleague never has to interrupt an accountant mid-return to find an answer.
Hugo · internalGeneral information only. Never client data, never advice.
Accounting is sensitive, and you're right to be careful. NeoMind is deliberately scoped to the general, service-level information you'd happily explain on a first call — and engineered to hand anything beyond that straight to a person.
General information only — never your clients' financial records
It answers about your services, fees and process — the things you'd explain on a first call. It's not connected to your practice software and holds no client data.
Won't give tax or financial advice
It books and informs; advice stays with your accountants. Anything that needs professional judgement is booked with, or routed to, a person.
Tells every caller it's an AI
Every caller and website visitor is told up front they're speaking with an AI assistant. It never pretends to be a person.
Anything sensitive goes straight to a person
If a conversation turns to a specific client's finances, a tax position or anything that needs judgement, it stops and routes to your team. It keeps to general information and passes everything else on.
NeoMind is designed to align with the Privacy Act — you control what it can see, and it captures and routes rather than advising or deciding. Read our privacy approach.
Reception work you can actually measure.
Every call and message is scored against the objective you set — enquiries answered, consults booked, after-hours leads captured, calls deflected from the front desk — so you can see what's working through tax time and where the gaps in your published information are.
Real results from an accounting-practice pilot land here — published only when we can stand behind the numbers. See how we measure an AI employee.
What accountants ask us
No. It answers from your own general and service information — the things you'd publish on your website or explain on a call: your services, fee guide, deadlines, process and opening hours. It is not connected to your practice or ledger software and holds no client financial records.
No. It books consultations and shares general information about your services — it never gives tax, accounting or financial advice. Anything that needs professional judgement is booked with, or routed to, one of your accountants.
Yes — that's the point. Maeve answers every call at once, through EOFY, tax time and the BAS deadlines, so no enquiry rings out to voicemail. She answers the routine questions, books consults to your availability, and takes a message or transfers anything that needs a person.
General and service questions only, from your own materials: what services you offer, what your fees look like, key lodgement and BAS deadlines, your process, location and hours. For anything specific to a client's situation, it books a consult or routes the caller to a person.
Yes. Every caller and website visitor is told up front they're speaking with an AI assistant. Transparency is built in — it never pretends to be a person.
If a conversation turns to a specific client's financial details, a tax position or anything that needs judgement, the assistant stops, doesn't try to handle it, and routes it to your team. It keeps to general information and passes anything beyond that to a person.
No. It takes the repetitive calls and the tax-time overflow off their plate — the same enquiries all day — so your team can focus on the clients in front of them. Anything that needs a person is escalated straight to one.
It's built to align with the Privacy Act: you control what information it can see, it keeps to general and service information, it discloses that it's AI, and it captures and routes rather than advising or deciding. You and your accountants remain the decision-makers.
Most practices are live in under an hour. It learns from your existing information — your website, service list, fee guide and process — so there's nothing to build from scratch before tax time hits.
Related: Meet Maeve · Meet Hugo · All industries
Answer every caller through tax time.
On the phone and on your website, from your own information — never a client's data, never advice. Live in under an hour, no credit card to start.