Catch Every Lead before Competitors Even Call Back.
Dail’s AI Assistant and Intake Specialist for Accountants, Tax and Mortgage Advisors answers calls, portal enquiries, and website chats in seconds, gathers compliant financial data, and books consultations straight into your advisers’ calendars. 24 hours a day.
30-Day Money-Back Booked Meeting Guarantee
No credit card required. Goes live in <24 hrs
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Businesses Using Dail
- Proven. Reliable. Ready.
Trusted by our clients
Seasonal call spikes, strict deadlines, and complex regulations make missed calls expensive. Dail captures, qualifies, and schedules every prospect so your team can focus on advice and approvals.
Dail Captures a Lead and Books the Consultation.
- Watch Dail as it qualifies the client, answers questions and books the appointment.
Lasse Rasmussen
Founder of Dail
What Dail Does for Accountants, Tax Advisors & Mortgage Brokers
First 50 Calls Free
- Instantly calls, emails, or texts leads from aggregator sites and your website
- Integrates with Outlook, Google, TaxDome, or MortgageBrain calendars to confirm consults immediately
- Chases payslips, W-2s, SA302s, bank statements, and warns of upcoming filing or rate-lock deadlines
- Captures filing type, income bracket, loan amount, credit profile, and urgency—scores intent on the fly
- Pushes transcripts and data into TaxDome, Salesforce, Junxure, or bespoke CRMs—zero re-keying
- Reads licensing disclosures, encrypts data, and stores recordings with SOC 2 / ISO-aligned audit trails
- 3 Simple steps
How Dail Works
1
Connect
Forward your main line and integrate your CRM/calendar in under 20 minutes.
2
Customise
Select scripts for tax, mortgage, or advisory, plus escalation rules; Dail learns your tone overnight.
3
Go Live
Every enquiry is answered, qualified, and scheduled—transcripts and compliant data included.
Respond, Qualify & Schedule. Fully Compliant, 100 % of the Time.
- 24/7 Rapid Response: Portal and phone enquiries get a call-back in < 60 seconds - peak season or Sunday night.
- Instant Scheduling & Document Prompts: Calendar sync locks in consults and texts clients a secure link for uploads and cutting deadline drama.
- Lower Admin Costs: Dail handles FAQs and follow-ups, letting advisers focus on advisory work and closings.
- Consistent, Compliant Intake: Scripts collect income, loan size, or tax entity and read every required disclaimer—GDPR/CCPA safe.
Lasse Rasmussen
Founder of Dail
- AI Assistant and intake specialist Pricing Plans
Outcome-based pricing. First 50 calls free for new clinics.
Essential
£69
Great for solo or smaller businesses.
- Mix between 80 calls or 150 text
- Additional calls is £1.19/call
- Additional texts £0.50/text
- Real time performance report
Growth
£149
Great for businesses with more locations or higher call volume.
- Mix between 200 calls or 400 text
- Additional calls is £0.99/call
- Additional texts £0.30/text
- 1 monthly check-in with a Dail Account Manager
Enterprise
Custom
Great for large businesses or businesses with custom needs.
- Decide on call & text volume
- Dedicated Dail team & white glove setup
- GDPR/CCPA & ISO-aligned security pack
- 99.9% delivery SLA in MSA
- Testimonials
Hear How Dail Turns Dials Into Deals
CEO of Harba
Their AI SDR booked 40% more qualified calls than our human team could manage, freeing our sales team to focus on demoing our product and closing deals.
CEO of Atlas People
Dail feels like we’ve hired a tireless SDR who never takes a break. We regained 20+ selling hours per rep each week and watched our conversion rate climb thanks to the pre-meeting intel they attach to every calendar invite.
CEO of Espy Go
Most Popular Questions
Yes. Data is encrypted at rest and in transit, stored on regional servers, with consent scripts baked in.
No. Dail handles repetitive intake; humans deliver expert advice and client relationships.
Yes. We simply forward calls from your public phone number to your AI number, which we will provide along with your AI Receptionist.
Yes. This means more clients can be served simultaneously both during and after working hours.
Dail is designed to sound professional and human-like, making conversations smooth and engaging using the latest AI models.
Most advisors are live in 48 hours; full optimization takes about a week.
Absolutely. Clients receive a unique, encrypted upload link tied to their record.
Yes! Dail supports over 19 languages including but not limited to: English, Spanish, French, German, Mandarin Chinese, Japanese, Portuguese, Hindi, Russian, Italian, Dutch, Korean, Swedish, and many more
Dail turned our marina-tech niche into a steady demo stream. In the first 30 days we saw a 3× jump in booked meetings. We now spends our time closing instead of cold outreachs.