The HandyAsk Accountant agent knows the tax calendar, VAT schemes, the documents clients need to provide and your firm's processes. It answers recurring questions, chases missing documents and qualifies new prospects. Your team focuses on the files.
Hello, I'm the assistant of Delorme & Partners. Deadlines, VAT, documents to provide, company formation: ask your question, I'll answer or pass it on to your account manager.
My next deadlineDocuments to provideStart my companyWhat do I need to send you for the December closing?
Standard, simplified or exempt scheme: the agent gives the right deadline for the file and reminds the client what to prepare.
« Under the simplified scheme, your installments fall in July and December, and the annual return in early May. »
Before a closing or a filing, it lists what's missing and explains where to upload it.
« We're missing your October sales invoices and the bank statement. Upload them to your client portal. »
Sole trader, single-owner company, limited company: it explains the broad lines and offers a discovery meeting with the accountant.
« For a solo consulting business, a single-owner company is worth discussing. Shall I book 30 minutes with Ms. Delorme? »
It qualifies (legal form, revenue, number of employees, software) and passes a clean request to the partner.
« For a limited company with 2 employees, the subscription starts at €180 excl. VAT / month. I'll pass this on for a detailed proposal. »
Real excerpt from an internal test, names changed. The annotations show what the agent does at each step.
The agent restates the general rule of the scheme, without ever deciding on the firm's behalf.
It locates the client (fiscal year, scheme) and identifies the next deadline that applies.
It lists precisely what's missing and says where to upload it.
The request reaches the partner summarized, with a reply time announced to the client.
Hello, I run a single-owner company, when is my VAT return due? I think I'm on the simplified scheme.
Hello! Under the simplified VAT scheme, you pay two installments during the year, in July and in December, then you file the annual return by the 2nd business day after May 1 if your fiscal year follows the calendar year.
I've checked your file: your fiscal year does follow the calendar year. So your next deadline is the December installment. Would you like me to ask Ms. Delorme to send you the estimated amount?Step 1
Yes, and do I need to send you anything beforehand?
To calculate the installment as accurately as possible, we're missing your October sales invoices and this month's bank statement. You can upload them directly to your client portal or send them to me here. I'm passing the request to Ms. Delorme, she'll reply within 48 business hours.Step 3
Here is the knowledge base provided out of the box for an accounting firm. Every line can be edited from your workspace: your fees, your services, your contacts.
| Deadline | Period |
|---|---|
| Monthly VAT return | 15th – 24th of the month |
| Simplified VAT: installments | July · December |
| Annual VAT return | early May |
| Corporate income tax balance (calendar year) | May 15 |
| Annual accounts filing | 2nd business day after May 1 |
| Local business tax | December 15 |
| Payroll filing | 5th or 15th of the month |
General dates provided by default. The agent refers any specific situation to the firm.
For each service, the agent knows which documents to request and when to ask for them.
For any decision (corporate vs. personal tax, pay, dividends), the agent refers to the accountant.
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