Does Zivvo give tax or accounting advice?
No. The agent is configured to refuse any question that requires tax or accounting judgement (e.g. "should I move my limited company to a sole trader?") and escalate to a qualified accountant. It handles intake, FAQ, document checklists, and pricing only.
Is it suitable for an ICAEW / ACCA / AAT regulated practice?
Yes for intake and FAQs — the same activities your reception or admin team handles. It does not perform any reserved or regulated activity. Review your professional indemnity and regulator's guidance on AI use before deploying.
Can it send document checklists?
Yes — upload your standard checklists as PDF (Self Assessment, VAT return, annual accounts, year-end, payroll setup) and the agent sends the right one based on the enquiry. Lists what the client needs to bring, in your firm's tone.
How does it handle existing-client questions?
For logistical questions (when is my filing deadline, what do you need from me, when does our engagement renew), it answers from your firm policy + the client's known engagement scope. For status questions ("how is my return coming along?"), it escalates to the right account manager.
Can it remind clients of HMRC filing deadlines?
Reminder triggers are on the roadmap (timed outbound from your client list). Today Zivvo is inbound-only — when a client asks "when is my deadline?", it answers from the calendar in your KB. For outbound nudges, wire a custom HTTP tool to your practice management system.
Does it integrate with Xero, QuickBooks, Sage, FreeAgent?
Direct integrations are on the roadmap. Today, custom HTTP tools connect any system with a REST API in a few clicks — useful for client-portal status lookups, invoice queries, document requests.
How does it handle confidentiality and GDPR?
AES-256-GCM credential encryption, EU data residency (Hetzner Germany), configurable retention windows. Do not paste client-identifying data or financial figures into the public knowledge base; keep the KB to firm-level info (services, pricing, checklists).
Will it work in our clients' first language?
Yes — auto-detects and replies in 15+ languages. Useful for firms with international clients or multilingual catchment.
How long does setup take?
Around 30 minutes: paste your services and pricing tiers, upload your document checklists (Self Assessment, VAT, accounts), set the escalation rule ("any tax or accounting judgement question → human"), connect email and web chat. WhatsApp adds 15 minutes for Meta verification.
What does it cost?
Pro at £29/mo (£23/mo billed annually) suits most sole-practitioner and small accountancy practices — 1,500 messages, every channel. Business at £69/mo for multi-partner firms wanting separate agents per service line. Free plan for testing.