Stop losing after-hours leads.
AI Client Concierge for Accounting Firms
Meridian Ledger's concierge clarifies what each prospect needs, collects their documents securely, verifies identity, and books the appointment — 24/7, before a human lifts a finger.
This is a live demonstration. Meridian Ledger is a fictional firm; the AI concierge is real.
What the concierge does
Built to run an accounting practice's intake — but the same engine handles scheduling, document collection, and verification for any firm that books appointments.
A few plain-language questions pinpoint exactly which of our services fits your situation — no menus, no jargon, no guesswork.
How it works
Tell the concierge what's going on. A few plain questions confirm the right service for your situation.
It generates a checklist for that service and securely collects every document it needs — into an encrypted vault.
Pick a time that works across either office. You get real email and SMS confirmation the moment it's booked.
Services
Personal and corporate tax, bookkeeping, payroll, assurance, cross-border, SR&ED and more — each with its own document checklist. Tap any service to start a conversation about it.
Offices
Our Bay Street practice — corporate tax, assurance, and cross-border advisory.
Personal tax, small-business bookkeeping, and SR&ED for the West Coast.
Security & trust
Accounting means handling the most sensitive records a person or business has. The concierge is engineered so that convenience never comes at the cost of security.
Documents are stored encrypted in a Canadian data region — never left on your device, never buried in email threads.
A one-time passcode verifies your identity before any booking or sensitive exchange, guarding against impersonation.
Sensitive identifiers like SINs and SSNs are kept out of the model entirely — redacted and held vault-only.
Every action is logged for an auditable record, with PIPEDA / Quebec Law 25 and US GLBA / IRS-aware handling.
Compliance-aware by design
Sensitive identifiers stay out of the model, every exchange is logged to an immutable audit trail, and handling is aligned to:
High-level overview of the demo's security posture. Specific controls, certifications, and data-residency guarantees would be finalized per-firm in a production engagement.
Meet the concierge
This isn't a canned tour — it's the live concierge, generating every reply on the spot. Ask about a service, start a booking, or see how it collects documents.
Describe your situation in plain words — “I sold a rental property and moved to the US” — and it finds the right service.
The concierge builds your document checklist and collects everything securely, so your first appointment is productive.
It verifies your identity, books across either office, and sends genuine email and SMS confirmations.
The Concierge
Meridian Ledger
Welcome to Meridian Ledger. I'm your concierge — tell me what you need and I'll figure out the right service, gather your documents securely, and book your appointment. Where shall we begin?
