Meetings
Book time with the right accountant, straight into their calendar.
For accountancy practices
Client calls, checked before anything’s discussed.
Clients ring about deadlines, documents and money. VoiceNiche confirms who’s calling before it discusses anyone’s affairs, books time with the right person, and keeps a record of every check.
book_meetingPermitteddocument_checklistPermittedreturn_statusNeeds verificationupdate_contactNeeds verificationdiscuss_tax_positionAlways escalates- Identifiers
- Name + client reference
- Failed checks
- 3, then a person
Calls it handles
The routine calls, handled carefully.
Your agent follows your policy on every call, and passes anything sensitive to a person.
Documents & deadlines
Explain what’s needed and when, from the checklist you approve.
Status questions
“Has my return gone in?” answered only after a check.
New client enquiries
Ask your qualifying questions and book an introduction.
Invoice queries
Take the details, check the caller and pass it to billing.
Urgent matters
Pass anything urgent or sensitive straight to a partner.
Identity checks
Checks before client details.
Clients confirm their name and client reference before your agent shares anything about their affairs. Anything touching tax positions or advice always goes to a person.
- You choose the details callers confirm
- Three failed checks hand the call to a person
- The decision is a rule lookup, never a guess by the AI
- Caller
- Priya Shah
- Asked for
- Return status
- Your policy
- Needs verification
- Check
- Name + client reference matched
- Result
- “Submitted on 14 October”
The record
Answer any question about any call.
Every identity check, policy decision and handover is written to an append-only record. When a complaint or a review asks what happened, you can show it rather than reconstruct it.
- Proof the AI disclosure played
- Every check and decision, in order
- Every time a person listened in or took over
- 0001
identity_check11:02:10passed, name + client ref - 0002
policy_decision11:02:31return_status: verified - 0003
policy_decision11:04:12discuss_tax_position: escalated
Append-only. Example entries.
Plans
Which plan fits.
Identity checks come with every managed plan. The full append-only record comes with Enterprise.
- StarterNot included
- SmallChecks
- MediumChecks + analytics
- EnterpriseChecks + full record
Gateway identity checks start on Small. Audit and Compliance are bundled with Enterprise.
Miss nothing.
Calls that touch records need proof.
Tell us how your calls work today and we’ll show you where checks and records fit.