For accountancy practices
The AI assistant for UK accountancy practices
She answers the MTD enquiries. You take the client. With the 7 November update and 31 January ahead, Evrella answers your clients’ Making Tax Digital, fee and deadline questions on your website, WhatsApp and phone, from your own pages, often at 10pm, and passes your team anyone who wants to go further.
- Passes you every enquiry
- Set up in minutes
- 30 days free, no card
- 0 queues at reception
Try the live demo
A fictional business, answered by a real Evrella. Ask it a question here.
How the chatbot works
One MTD question, from start to finish.
An example for a fictional accountancy practice. The steps are the product’s own.
Swipe or scroll along the row.
Outside her content: asked something your pages don’t cover, a client’s own figures for instance, Evrella says she doesn’t have that information and offers the Leave your details button. She doesn’t make up an answer.
What your visitors ask
The MTD questions your practice gets every week.
Examples, answered from a sample practice’s pages. Each answer comes only from what your practice publishes, and the page she used is linked under it.
Who has to sign up
“Do I need to sign up for Making Tax Digital?”
Example answer
If your income from self-employment and property together is over £50,000, you’re in from April 2026; over £30,000, from April 2027; over £20,000, from April 2028. Our MTD page explains how HMRC works it out, and we can confirm where you stand.
- Source:
- your MTD page
- Left to you:
- whether it applies to their income
Quarterly updates
“Can you do the quarterly updates for me?”
Example answer
Yes. We keep your digital records, send the four quarterly updates to HMRC for you and finalise your tax return at the year end. You send us your invoices and receipts; we do the rest.
- Source:
- your MTD services page
- Left to you:
- the fee for their bookkeeping
Software
“What software do I need?”
Example answer
MTD-compatible software, to keep digital records and send the updates. We set you up on the package we work with, or check that the one you already use qualifies.
- Source:
- your software page
- Left to you:
- which package fits their business
Landlords
“I’m a landlord with one flat. Does this affect me?”
Example answer
It depends on your total income from property and any self-employment, counted before expenses: over £50,000 from April 2026, over £30,000 from April 2027, over £20,000 from April 2028. Our landlords page has the details.
- Source:
- your landlords page
- Left to you:
- whether their rent crosses the line
Deadlines
“When are the quarterly updates due?”
Example answer
Each update covers three months and is due by 7 August, 7 November, 7 February and 7 May, and your year-end return is still due by 31 January.
- Source:
- your MTD deadlines page
- Left to you:
- a missed update, and HMRC’s penalty points
Fees
“What will MTD cost me with you?”
Example answer
Our MTD packages start from the monthly fee on our fees page and include the software, the quarterly updates and your year-end return. We confirm your fee in a fixed quote after a free first call.
- Source:
- your fees page
- Left to you:
- the quote itself
Evrella gives information, not professional judgement. She answers only from what you publish and has no access to client files, so whether Making Tax Digital applies to someone’s own income is for your team. She isn’t a live chat: when she can’t help, she offers the Leave your details button.
From November
Then comes the 31 January rush.
Self Assessment brings its own questions every winter, most of them after the working day. Evrella answers them from your pages the same way: the page she used under each answer, and the judgement left to your team.
Is it too late?
“Is it too late to file my tax return?”
Example answer
Not yet. Online returns for the 2025 to 2026 tax year are due by 31 January 2027, and so is any tax you owe. Our Self Assessment page explains what happens after that date, and we still take on new returns if you get in touch now.
- Source:
- your Self Assessment page
- Left to you:
- whether theirs can be done in time
What to send
“What do I need to send you?”
Example answer
Our checklist lists it: your UTR, your income from work, rent or a pension, bank interest, and receipts for anything you claim as an expense. Send them through our secure upload page or drop them in to the office.
- Source:
- your checklist page
- Left to you:
- anything unusual in their papers
New clients
“Can you take me on this late?”
Example answer
Yes, we take on new Self Assessment clients until mid-January. Leave your details and the team will call you to agree what we need from you, and by when.
- Source:
- your new clients page
- Left to you:
- whether there is still time for theirs
Fees
“How much is a simple tax return?”
Example answer
Our fees page shows a fixed fee for a straightforward return, and what makes one more involved, such as rental income or capital gains. We confirm your fee before we start.
- Source:
- your fees page
- Left to you:
- the fee for their return
How it works
01
She reads your business
Your website and the documents you give her are what she answers from.
02
She answers every channel
Your website chat, WhatsApp and your phone line, day and night.
03
You see every conversation
Each one is in your console, with the details she took and a summary.
Pricing
Plans at £0, £39, £149 or £249 a month, with 30 days free and no card to start.
The plan for a month like this
£39 a month like this
Recommended
Starter
£39 / month£390 / year
1,000 credits a month
about 1,000 AI replies, or about 250 call minutes
Evrella on every channel: website chat, WhatsApp and your own phone number
- Website chat1 chatbot
- WhatsAppIncluded
- Phone line1 phone number
- TeamUp to 3 people
- Transcripts kept180 days
- SupportEmail
- Your practice systemNot included
- RemindersNot included
Recommended
Small business
£149 / month£1,490 / year
5,000 credits a month
about 5,000 AI replies, or about 1,250 call minutes
For a busy small business with a team and several websites
- Website chat3 chatbots
- WhatsAppIncluded
- Phone line2 phone numbers
- TeamUp to 10 people
- Transcripts kept180 days
- SupportPriority
- Your practice systemNot included
- RemindersNot included
Recommended
Business
£249 / month£2,490 / year
8,000 credits a month
about 8,000 AI replies, or about 2,000 call minutes
For busy practices and branches, with your practice system connected as each sector pack ships
- Website chat3 chatbots
- WhatsAppIncluded
- Phone line3 phone numbers
- TeamUp to 25 people
- Transcripts keptA year
- SupportPriority, with an onboarding call
- Your practice systemAs each sector pack ships
- RemindersBy text and email
A month this size is worth a conversation
Enterprise adds volume rates, systems that need a partnership, several sites routed as one and terms of your own.
Enterprise: From £499 a month. Set-up from £2,000. 15,000 credits a month included, then 3p a credit.
Questions
She answers only from your pages
Evrella answers from what your website already publishes: fees, services, how to switch, your professional body and insurer. She does not give tax advice. A question that needs judgement goes to you, with the visitor’s details.
Your clients’ data stays yours
Stored in the UK, on AWS in London; answers are generated in the UK or the EU, so what a visitor types may be processed in the EU. Never used to train AI models. Built for UK GDPR: a Data Processing Agreement comes with every plan.
The visitor always knows
She tells every visitor she is an AI assistant, and every conversation is there for you to read. Nothing is sent to a visitor who did not ask.
Let your website take the first MTD call.
Every plan starts with 30 days free, no card.