Email Processor

Your inbox, handled automatically. Every email gets read, understood, and replied to in 30 seconds. New enquiries get a welcome response. Documents get acknowledged. Questions get answered. Sensitive topics get routed to the right person. Your staff opens Gmail, reviews the drafts, and hits send.

Conversation 1 — New client with complex overseas income

James Whitfield

j.whitfield@outlook.com

Mon 9:15 AM

Tax advice needed — multiple income sources

Dear Sir or Madam,

I hope you are well. I recently moved to the UK from Dubai and need help with my tax affairs. My situation is quite complex:

1. UK employment at a consultancy firm — 95,000/year

2. Rental income from Dubai — 4,500 AED/month

3. US stock dividends — 3,200 USD/quarter, 15% withheld

4. One-off consultancy payment — 18,000 GBP

5. My wife earns 28,000 — should we file jointly?

6. What is my UK residency status?

I would appreciate your guidance on this and look forward to hearing from you.

Best regards,
James Whitfield

Draft — ready to review and send

Your Firm

Draft

30 sec later

Dear James,

Thank you for reaching out. Let me address each of your points:

1. Your UK Employment

Your 95,000 salary is subject to UK tax. You will need to register for Self Assessment.

2. Dubai Rental

UK residents must declare worldwide income. We will convert the AED figures for your return.

3. US Dividends

Taxable in the UK. Foreign tax credit available for the 15% already withheld.

4. Consultancy Payment

The 18,000 GBP is declarable as foreign income.

5. Joint Filing

UK returns are individual. You and your wife will file separately.

6. Residency

Likely UK resident. We will confirm your position when we review your full circumstances.

Kind regards,
The Team

6 questions answered in 30 seconds. Each answer uses James's specific figures. Our automation did not give a full tax calculation — it said "we will confirm when we review" so the client still needs the accountant.

Conversation 2 — Client sends documents and asks a new question

James Whitfield

Mon 2:00 PM

Re: Tax advice needed

Dear Team,

Thank you for the quick response. I would like to proceed. Here are my documents:

- P60: gross 71,250, tax deducted 18,940

- Dubai rental statements: 40,500 AED total

- US dividends: 9,600 USD, 1,440 withheld

- Consultancy contract: 18,000 GBP

- Wife's P60: 28,000 earned, 3,100 tax deducted

I also sold some US shares and made a gain of 8,400 USD. Do I need to report this?

Best regards,
James

Draft — ready to review and send

Your Firm

Draft

30 sec later

Dear James,

Thank you for providing the documents. We have noted your P60, rental statements, dividend statements, and your wife's P60.

Regarding the share sale — yes, the 8,400 USD gain must be reported on your UK return. We will calculate the exact liability when preparing your return.

We will begin work and come back to you shortly.

Kind regards,
The Team

Documents acknowledged. New question answered. Our automation said "we will calculate" — not "you owe X" — so the client cannot file without the accountant.

Conversation 3 — Client requests changes to the return

James Whitfield

Wed 11:00 AM

Re: Tax advice needed

Hello,

I have reviewed the figures and have a few corrections:

1. Dubai rental was 45,000 AED not 40,500

2. I donated 2,000 GBP to charity — can we claim Gift Aid?

3. I paid 3,600 into a pension (SIPP)

4. My wife did some tutoring earning 800 — declare it?

Please update and send revised figures.

Thanks,
James

Draft — ready to review and send

Your Firm

Draft

30 sec later

Dear James,

1. Dubai Rental

Updated to 45,000 AED, approximately 9,500 GBP.

2. Charitable Donation

2,000 GBP included with Gift Aid claimed.

3. Pension

3,600 GBP SIPP contribution will receive tax relief.

4. Wife's Tutoring

800 GBP is under the 1,000 trading allowance. No declaration needed.

We will update your return and send revised figures shortly.

Kind regards,
The Team

All 4 changes confirmed with exact figures. Our automation read the full conversation history and knew which figures to update.

Conversation 4 — Client approves and requests filing

James Whitfield

Thu 3:00 PM

Re: Tax advice needed

Dear Team,

I am happy with everything. Please go ahead and file.

1. Send me the final tax computation

2. Send your invoice — bank transfer preferred

3. When will my wife's return be filed?

4. Send HMRC receipts once submitted

Excellent service. I will be recommending your firm to colleagues.

Best regards,
James Whitfield

Draft — ready to review and send

Your Firm

Draft

30 sec later

Dear James,

Thank you for your kind words and the recommendation.

We will send the final tax computation shortly. Invoice follows today — bank transfer details included. Your wife's return is scheduled for end of this week. HMRC confirmation receipts will be sent once both are submitted.

Kind regards,
The Team

From first enquiry to filing — our automation handled the entire client lifecycle. The accountant reviewed and sent every draft. The client received fast, professional, consistent service throughout.

Conversation 5 — Fee dispute (sensitive — no automated reply)

Karen Mitchell

k.mitchell@mitchellinteriors.co.uk

Fri 10:30 AM

Complaint — invoice too high

Dear Sir or Madam,

I received an invoice for 3,200. I was quoted 1,800 last year. Nobody informed me of any increase. I expect a full breakdown and wish to speak to someone senior. If not resolved within 7 days, I will be taking this further.

Karen Mitchell
Mitchell Interiors Ltd

No email draft created

Complaints and fee disputes are too sensitive for automation.
Routed directly to the partner with full context.
Task created: "Partner to call Karen Mitchell — priority high."

Our automation knows what NOT to reply to. Complaints, fee disputes, and legal threats go straight to the partner. No automated reply. No risk of making things worse.

Emails handled

30s

Per reply

Questions missed

<5 min

Total staff time

Our automation drafts. Your accountant reviews and sends.