QX Labs
whatsappWhatsApp agent for accountants

The AI front office for accounting firms, on WhatsApp

Answers client questions, quotes fees and books intro calls, from your own checklists and calendar.

WhatsApp
WhatsApp
Google Calendar
Google Calendar
Google Sheets
Google Sheets
Xero
Xero
HubSpot
HubSpot
9:41
LA
Linden Accountancy
online
Today
Message

Give it your checklists, your calendar and your rules

QX connects to over 1,000 apps, so it runs on the tools you already use.

1

Your checklists and fees

Upload your self assessment checklist, deadlines guide and fee list. It reads your website too.

  • Self assessment checklist.docx
    Word document
  • Deadlines guide 2026.pdf
    PDF
  • Fee list 2026.pdf
    PDF
  • lindenaccountancy.co.uk
    Website
2

Where the work goes

Choose exactly what it can do, one app and one job at a time.

  • Google Calendar
    Book client calls
    Google Calendar
  • Google Sheets
    Log returns and callbacks
    Google Sheets
  • Xero
    Check a fee invoice is paid
    Xero
  • HubSpot
    Save new clients
    HubSpot
3

What comes to you

Decide which messages need you, and what the client is told.

  • A letter or penalty from HMRC
    Log a callback
  • A question that needs tax advice
    Book a call
  • A filing due in the next two days
    Share your mobile
  • A disputed fee invoice
    Log a callback

Illustrative agents for accountants, on WhatsApp

Explore examples of agents handling different types of customer requests. Select one to see the conversation.

9:41
LA
Linden Accountancy
online
Today
Message

How AI agents help accountants

Clients get answers from your own documents and a call booked, day or night.

Without an agent

  • Typing out the same document list for each client in January
  • Looking up a company's filing dates between two sets of accounts
  • Evening replies to new enquiries about fees and intro calls
  • Adding new client details to HubSpot on a Friday afternoon

With QX

  • Your checklist answered in the chat and the return added to your sheet
  • Dates from your deadlines guide and a call booked in Google Calendar
  • Fee questions answered at 9pm, with every thread in QX
  • New clients saved in HubSpot as soon as they book a call

Spend more of your week on the numbers

Your agent answers your clients on WhatsApp all week, so your time goes on the returns and accounts in front of you.

The checklist, whenever a client asks

Clients get the list of what to gather straight from your checklist, so records reach you complete.

Filing dates from your own guide

Tax returns, payments on account, Companies House and corporation tax. Each client gets the dates from your deadlines guide for their own year end.

Intro calls booked from the first message

It quotes from your fee list, books a free intro call in your calendar and saves the new client to your CRM, such as HubSpot, with their name and number.

HMRC letters come to you

When a client gets a letter or a penalty from HMRC, it takes the date on the letter and a number, then logs a callback for you.

Evenings and weekends stay yours

A 9pm fee question or a Sunday checklist request gets a clear answer, so Monday starts with new intro calls in the diary.

Your returns sheet, up to date

It adds each client's return to your returns sheet in Google Sheets with the tax year, so January's workload is clear by November.

FAQs

No. Answers come only from the documents you upload, such as your checklist, deadlines guide and fee list. Anything that needs your judgement becomes a call booked with you or a callback in your sheet.

You set the rule. It takes the date on the letter and the best number to reach the client, then logs a callback for you to ring them.

Yes. Before offering a slot, it checks Google Calendar for free time, then adds the call with the client's name and number.

No. It only replies to messages it receives and never starts a conversation, so reminders stay with you.

WhatsApp is included on every plan, and each reply spends credits like any other agent run. The pricing page has the current plans and credit prices.

See it working for other businesses

Insurance brokers

Logs quote requests with the details you need, lists documents from your guide and passes claims to your claims line.

Law firms

Quotes your fixed fees, books first consultations, saves new enquiries and passes anything urgent to your duty solicitor.

See every industryFind your business in the full list, from accountants to vets.

Answer your next client in seconds

Free to start. Upload your checklist, connect your calendar and let QX take the next message.