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Deadline week. The phone hasn't stopped. Half the calls are for the other partner.

CallMeIE is an AI phone receptionist designed for Irish chartered and certified accountancy practices. It routes callers to the correct partner — audit, tax, payroll, advisory — captures the brief before the callback, holds the line through Oct preliminary tax and Nov self-assessment, and never gives tax advice. That is firmly the partner's job, never the software's. Built in Limerick. Live on a real line.

Live demo line · Answers 24 hours +353 61 788 120 Pick "accountant" — describe a made-up VAT or CT1 query, see what it captures before it routes.
§ 01 — Demo

How a deadline-week call plays out

The demo routes you briefly then connects to the accountancy receptionist — in the real product your clients ring your number direct. The AI identifies the query type, identifies the client (or flags a new enquiry), captures the brief facts, and queues the callback into the correct partner's list — never quotes a number, never advises on a return, never confirms whether someone is a client of the firm.

Formal greeting, Irish accent. "Good morning, Hayes & Walsh, accountants — how may I help?" No upselling, no sales chatter. Professional tone matched to the caller's expectation of a chartered practice.

Partner routing. The AI asks what the call is about — VAT, CT1, payroll, audit, year-end accounts, advisory, new enquiry — and routes to the partner or manager who owns that work. Never decides priority on the caller's behalf; that's for the partner.

Brief capture, not advice. Captures the client name (or, for a new enquiry, the business name and sector), the broad nature of the query, and the deadline if there is one. Hard refusal on "is this VATable?" — that question waits for the partner.

  1. Ring the live lineA brief qualifier routes you to the demo receptionist.
  2. Partner routingAudit / tax / payroll / advisory / new enquiry.
  3. Brief capturedClient name, query, deadline — for the partner's callback.
  4. Callback bookedPartner rings back within the window promised.
Sample · Accountancy · VAT3 query, deadline week
[09:14:07]Caller"I'm trying to file my VAT3 and the system won't let me submit. Deadline's tomorrow." [09:14:13]Receptionist"Understood — that's a tax query for Mr. Hayes. Can I have the business name, and is it a ROS submission error or a figures query?" [09:14:28]Caller"Castletroy Joinery Ltd. ROS is rejecting the file." [09:14:35]Receptionist"Noted as urgent given the deadline. Mr. Hayes will ring back before noon. Best number for him to reach you on?" [09:14:51]Caller"087 *** **18, thanks."  duration 00:00:51  partner SMS delivered +0:18
§ 02 — Capabilities

What it handles for an accountancy practice

Six practice-specific jobs, all firmly inside the lines. The AI answers, routes, captures, and escalates. It never advises on tax, audit, payroll, or VAT. The line between receptionist and chartered accountant is not crossed.

I — Partner routing

Query-type to the right partner

Audit, corporation tax, income tax, VAT, payroll/PAYE, year-end accounts, advisory, new enquiries. Each mapped to the partner or manager who owns it, with their callback windows honoured (e.g. "audit queries to Ms. Walsh after 11am, VAT to Mr. Hayes anytime").

II — Deadline surge

Oct / Nov / VAT3 / PAYE peaks

When the lines triple during pay-and-file or quarter-end VAT, the AI doesn't drop calls. Every caller is greeted, identified, classified by urgency, and queued — not sent to a voicemail that fills up by 11am. The partner sees the queue, not a missed-calls list.

III — No advice

Never gives tax or financial advice

Hard-coded refusal on "is this allowable?" "what's my CT1 due?" "should I register for VAT?" "is this PAYE or self-employed?" Response: "That's a question for the accountant — let me take a few details and Ms. Walsh will ring you back." Liability and professional indemnity surface stays at zero.

IV — Missed calls

Missed-call text-back (60s)

Every missed call gets an SMS within sixty seconds — "Sorry we missed you. Quick note of what it's about so the right partner rings back?" Captures the query before the client rings another practice or panics.

V — Existing client

Existing-client recognition

Existing clients get routed by Caller-ID to their usual partner, skipping the partner question. Confidentiality-first: the AI never reads engagement details, never confirms fees, never confirms whether a return has been filed. It just routes the call.

VI — Weekly report

Monday partner summary

Email to the managing partner: new enquiries by sector and turnover band, missed-call recovery rate, most common query types (VAT / CT1 / payroll / ROS), callback response times by partner. Two minutes to read. No dashboards.

§ 03 — Depth

Built for Irish accountancy practice specifically

A generic AI receptionist is a quiet liability in an accountancy setting — it volunteers a figure, mis-states a deadline, asks for PPS numbers, or confirms a client relationship over the phone. CallMeIE's accountancy AI is built to be a disciplined receptionist: polite, precise, and silent on every question that belongs to a partner.

Where silence is the answer

The AI refuses — politely — to answer questions that belong to a chartered accountant. "Should I register for VAT?" "Is mileage tax-deductible?" "What's my preliminary tax?" "Should I take the dividend or salary?" all get the same response: a firm redirect to a callback with the partner. No filler opinions, no "I'm just an AI but…", no figures.

Caller
"What's the small benefit exemption this year — can I give the lads vouchers?"
Acc. AI
That's a question for Mr. Hayes — he handles payroll and BIK queries. I'll take your business name and a number, and he'll ring you back this afternoon with the exact figure and how to do it cleanly.

Never asks for sensitive identifiers

The AI is configured to never request a PPS number, PRSI number, RAN, IBAN, bank details, payroll data, or anything else that has no place on a phone call to reception. If a caller offers it unprompted, the AI politely redirects: "best to give that to the partner directly, not on the receptionist line." Privilege and data-minimisation by design.

Sample · Accountancy · caller volunteers PPS
[11:42:09]Caller"I'm new — do you want my PPS now? It's 1234567—" [11:42:14]Receptionist"No need on this call — Ms. Walsh will take that directly when you meet, or through a secure portal. I just need your name and a contact number to book the first appointment."

Confidentiality by default

The AI never confirms whether a caller is a client of the firm — a basic confidentiality discipline that catches out a lot of generic AI receptionists. Existing-client calls get routed to their partner by Caller-ID. Cold callers asking "do you act for X?" get a polite "we don't discuss client relationships over the phone — what was the call about?" Nothing substantive leaks at the front door.

Deadline-aware triage

The AI knows the Irish accounting calendar — preliminary tax (31 Oct paper, mid-Nov ROS), income-tax self-assessment, the bi-monthly VAT3 cycle, monthly PAYE, year-end (Sept and Dec corporate). When a caller's query touches a deadline inside seven days, the call is flagged as urgent in the partner brief — not buried at the bottom of the callback list. The AI never says "you'll be fine" or "you have time"; it just elevates.

§ 04 — Pricing

Three tiers. One setup fee. No lock-in.

Most accountancy practices land on Professional — partner routing, missed-call text-back, 24/7 cover through deadline weeks. Starter works for sole practitioners with a stable client list. Growth adds practice-management integration (Surf, Relate, Sage, Big Red Book) and partner-rota awareness.

I — Starter

Starter

€149/ month
+ €297 setup · business hours only
  • AI receptionist, Irish accent
  • Basic partner / query-type routing
  • Business-hours coverage only
  • Weekly email report
  • 300 minutes / month included
  • Month-to-month, cancel anytime
Start with Starter →
III — Growth

Growth

€397/ month
+ €497 setup · 3-month minimum
  • Everything in Professional
  • Surf / Relate / Sage / BRB practice-management sync
  • Custom query-type taxonomy
  • Partner rota + deadline calendar awareness
  • Monthly optimisation call (30m)
  • 1,200 minutes / month included
Move to Growth →

Multi-partner / multi-office

Three or more partners, multiple offices, custom practice-management integrations, named engineer, SLA in writing for pay-and-file season. Quoted on scope.

Quoted · mail hello@callmeie.ie

Ask about our 30-day free pilot for accountancy practices — card on file, setup waived, usage-based tier recommendation on day 28.

§ 05 — Arithmetic

A two-partner practice versus a practice secretary

Worked for a two-partner general accountancy practice in the mid-west, mixed audit + tax + payroll. Figures use Irish practice-secretary payroll ranges for 2026 plus observed missed-enquiry conversion rates from practices running missed-call text-back through pay-and-file.

Option A

Part-time practice secretary

25 hours a week at typical Irish practice-secretary rates, plus Employer PRSI, auto-enrolment, holiday accrual. Covers 9–2 typically. After 2pm in October — phones to voicemail.

Hourly rate (€17–€23/hr)€17.00 – €23.00
25 hrs × 4.33 wks€1,840 – €2,490
+ Employer PRSI (11.15%)€205 – €278
+ Auto-enrolment€28 – €37
+ Holiday accrual (8.7%)€160 – €217
Total monthly€2,233 – €3,022

25 hours a week. Deadline-week surges rely on the partners' mobiles or get missed entirely.

Option B

CallMeIE — Professional tier

24/7 answering. Partner-type routing. Deadline-aware flagging. Missed-call text-back. Does not replace the practice secretary — covers the hours she can't, and holds the queue when the lines treble in October.

Professional (recommended)€249 / month
Setup (one-time)€297
Coverage24 / 7 / 365
Avg. new-client fee (annual)€1,800 – €5,500
Recovered enquiries / month~2 – 5 engagements
Implied fee uplift€3,600+ per month

Roughly one-tenth the cost of a part-time secretary. A single recovered SME engagement per year pays for the tier seven times over. Not a replacement for the practice secretary — a complement covering the hours and the deadline-week surges she can't physically hold.

§ 06 — Irish

Built for Ireland, not for "UK & Ireland"

Accountancy practice is jurisdictional. A global AI receptionist conflating Ireland with the UK is a liability — different Revenue, different filing system, different professional bodies, different deadlines, different terminology. CallMeIE's accountancy AI is tuned to Ireland.

§ 07 — Founder

Why this exists

I built CallMeIE because Irish accountancy practices lose engagements every October to firms whose phone gets answered on the third ring instead of the fifteenth. A new SME owner ringing about year-end accounts doesn't leave a voicemail — they ring the next practice on the IFAC search results. This is the honest alternative: a system that answers in a formal Irish accent, never gives tax or financial advice, captures the brief a partner needs, and hands off the moment the call needs an accountant. Operated from Limerick. Priced so a sole practitioner can justify it without a spreadsheet. No lock-in, no minimum seats, no selling of caller data.

CallMeIE
Owner · CallMeIE Limerick, Ireland · Operated in-house
Built on Vapi, Twilio, and FastAPI on Render
§ 08 — FAQ

Practice-management questions we actually get

Written as they're asked — by managing partners and practice managers. Answered honestly, including where this system is not the right fit.

01 Will it ever give tax or financial advice by accident?

No. The AI has a hard-coded refusal pattern on advice-seeking questions — "is this allowable," "should I register," "what's my preliminary tax," "can I claim this," "PAYE or self-employed," "audit or audit-exempt." The response is always: a polite redirect to the partner and a request for the basic facts needed to book the callback. We tested this against 400+ adversarial prompts before go-live, including the ambush patterns (caller acts urgent / caller offers to "just confirm the number") that catch out generic AI receptionists.

Every response is logged and reviewable. If you spot even one instance of the AI straying near advice, email the transcript and we'll tighten the prompt within 24 hours.

02 Will it ask callers for PPS numbers, IBANs, or payroll data?

No. The AI is explicitly configured never to request PPS, PRSI, RAN, IBAN, bank details, payroll information, or any other sensitive identifier on the phone. If a caller offers any of it unprompted, the AI politely deflects ("best to give that to the partner directly when you meet, or through our secure portal") and does not log the disclosed value. Data minimisation is the default.

03 Does it integrate with Surf / Relate / Sage / Big Red Book?

On Growth, yes — we integrate with the common Irish practice-management systems via their APIs for existing-client lookup, partner routing, and partner-rota sync. The AI reads client status only; it never reads engagement details, fees, or working papers.

On Starter / Professional, the AI routes on query type without practice-management knowledge. Works fine for small practices where partner specialisations are stable and the client list is held in the partner's head rather than a database.

04 What about the October surge — can it hold the queue?

Yes — that's the headline use-case. The AI handles concurrent calls without limit; the constraint is the partners' callback capacity, not the front desk. During pay-and-file, the AI greets every caller, classifies the query, captures the brief, and stacks the callback list by urgency (deadline-week queries first). The partners see a clean queue instead of a missed-calls log they have to triage backwards on Monday morning.

For Growth clients, we also throttle non-urgent callbacks during the surge so the partners aren't ringing back tax-planning enquiries while a CT1-deadline panic call is waiting.

05 Will it confirm whether someone is a client of the firm?

Never. The AI is configured to refuse confirmation of any client relationship over the phone — a basic confidentiality discipline. Cold callers asking "do you act for X?" get "we don't discuss client relationships on this line — what was the call about?" Even existing clients are confirmed by Caller-ID routing, not by the AI repeating their company name back to them.

06 Can I keep my existing practice number?

Yes. We sit behind your existing number. Set call forwarding on busy / no-answer / after-hours from your practice line to a CallMeIE number — standard carrier feature. The number on the letterhead and the IFAC listing is unchanged.

Full porting is available on Growth — we transfer via ComReg, takes about ten working days. Worth scheduling outside pay-and-file season.

07 GDPR + professional confidentiality — how is call data handled?

Call audio: 30 days, then deleted. Transcripts: 90 days, then deleted. Confidential client information is never retained — if a caller starts disclosing engagement detail (figures, return contents, audit issues), the AI politely redirects back to "let me just take your number and the partner will ring back." Substantive content stays out of the AI layer entirely.

Calls are recorded — a notice is read to the caller at the start of the call (DPA requirement). DPA available on request for all tiers; standard processor terms otherwise. Caller erasure requests honoured within 72 hours.

08 Cancellation — am I locked in?

Starter and Professional are month-to-month. Growth has a three-month minimum because the practice-management integration is non-trivial to unwind. After that, Growth is also month-to-month. Cancel any time by email before the next billing date.

We don't run multi-year contracts. If the system isn't earning its keep through a full pay-and-file cycle, the honest move is to part ways.

Custom

Your business isn't dental, motor, salon, legal, or accountancy?

These five are the pre-configured samples. The engine underneath works for any Irish SME — plumbers, vets, physios, opticians, restaurants, florists, trades. Ring the live line, describe your business, and we'll scope a custom setup in under a week. First consultation free.

The demo is a real accountancy instance

Try to get it to give tax advice

Limerick: +353 61 788 120

Takes ninety seconds. Pick "accountant" — describe a made-up VAT or CT1 query, try asking "is this allowable," watch the AI refuse politely every time. Liability surface at zero.

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