Live Chat for Accountancy Practices

Live chat for Accountancy websites – delivered by real people

Convert more web traffic into paying clients and elevate your online customer service

A male accountant holding paperwork

When you’re spending time and money on pay-per-click, social media or email campaigns to drive traffic to your accountancy website, you’ll maximise your marketing budget and efforts simply by adding a live chat widget.

With 24/7 coverage from empathetic, native-English-speaking operators, you’ll convert more of your website visitors into paying clients.

A man sat down looking for an accountant online using live chat

Our highly experienced team will be there to respond to each and every enquiry.

The return on investment has proven to be as much as 542% (from just one new converted chat for an accountancy client), making Melu’s live chat service a cost-effective no-brainer for accountants who are looking for more quality clients.

How to get started with Melu.

Free trial and onboarding

When you sign-up for your free trial, you’ll be invited to book in a discovery call with a member of our team.

This is a short session (less than 30 minutes on average) to better understand your business and what you’d like to achieve from live chat, whether that’s more leads, better customer service or appointment booking (generally it’s all those things!).

Once we’ve got to know you and your business better, we’ll get started on setting up your account and creating the knowledge base that our operators will use to assist your website visitors.

Your chat widget will be customised with your brand colours and logo (if you have a version of it in a solid colour, like white), and the welcome message, visitor invites and link to your privacy policy (for GDPR purposes if you’re based in the UK or Europe) will be added. 

The knowledge base is built from information on your website, plus anything mentioned during the discovery call. We do this manually so that we fully understand what visitors might ask. Don’t worry if we miss anything, you can tell us later when you review it or add it in yourself via the client portal.

Once everything is ready (always within 48 hours!), we’ll send you your login details for your client portal and the code you need to add to your website to make Melu appear.

In the client portal, you can review and edit the knowledge base, add webhooks for services like Zapier, Make and IFTTT and manage users within your business.

When we send email notifications regarding chats, these can be sent to multiple users so nothing is missed.

If you use services that support webhooks, you can have chat data sent to other apps to automate your workflow. If you need help with this, we’re always available to assist!

All that’s left to do now is arrange to have the code added to you website. Normally this is done by your web developer, but if you need help we can assist. If your website is built using WordPress, we have a plugin that makes it super-easy, allowing you to do it yourself.

Now that Melu is live on your website, your free trial has begun, and you’ll start seeing the benefit of having real people available to your visitors 24/7.

At this point, we’ll book in a review call for the end of your trial. During this call we’ll get your feedback on how things have gone, any updates that can be made to the knowledge base and confirm the pricing, should you wish to continue using Melu.

Whenever we handle a chat, our team will tag it based on the nature of the conversation (full list of tags below). If the chat needs your attention, it’ll be tagged so that an email notification is sent. This email contains the transcript from the chat, plus lots of other useful information (more on these here).

All chats we handle, regardless of tag, are available in your client portal for you to review or download.

To work out pricing, we only count raised chats – these are ones where the visitor has a valid interest in your products/services, or is an existing customer using live chat for their convenience. To see the chat tags that we class as raised, click here.

If at any point during your free trial you wish to talk to us about anything, we’re here. If you just want to comment on a chat, update the knowledge base, or anything else, you can always email the support team here – [email protected].

We don’t tie you in with long contracts, so at the end of your trial, it’s up to you whether or not you continue using Melu.

During the review call we’ll confirm the cost per month based on the number of chats we raised and a projection of how many you’d get over the course of a month. If you decide not to continue, that’s OK – we’ll cancel your account and disable Melu once the trial ends.

If you wish to continue using Melu, the rolling monthly contract will begin at the agreed price. You will still be able to cancel at any time should you wish.

We will continue to arrange review calls each month until you are satisfied that everything is working as best it can. After this, we’re happy to have review calls every 3-6 months, or whenever suits you.

Why do accountancy practices need live chat?

Download our top-ten reasons why every accountancy practice should use live chat from Melu to increase leads and provide a better website experience.

Not sure if Melu live chat will give you a return on investment?

Just look at the averages across our accountancy clients:

Average leads per month:

23

Average cost per lead:

£7.74

What's the average lead worth to your accountancy practice?

Data taken from 1st to 30th April 2025.

Features

Here's how Melu's human live chat can help your accountancy practice get more

Here's how Melu's human live chat can help your accountancy practice get more sales clients leads enquiries

Real people

Every chat is handled by one of our highly trained human operators, giving your visitors the most engaging and efficient experience.

Fast responses

Chats are answered by a real person within seconds. No waiting or queuing. This makes sure that visitors stay on your site and engage with your business.

Lead generation

Visitors are much more likely to give their details, book a call or buy something when they communicate with a real person. This increases leads and sales.

Customer experience

Visitors don't expect to chat with a real person, so when they can, their impression of your business is elevated.

Meeting booking

If you use a booking system like Calendly, our team will make sure that visitors go straight into your calendar.

Always available

No matter what time of day people are visiting your website, we'll be there for them, 24/7.

"Excellent service and excellent people all-round. Will recommend them to everybody."
Amit Agarwal
Outbooks

Accountancy practice (and accounting software) case studies

Client case study with Cypher

In this case study video, Lee speaks to Matt Williams from Cypher. Cypher is a fast growing, modern accountancy practice based in Oxford.

Client case study with IRIS Software

In this case study video, Lee speaks to Elizabeth Carter from IRIS Software. IRIS is one of the UK’s largest private software companies. They provide administrative software solutions for businesses, charities and the public sector.

Accountancy practices❤️live chat from Melu

“Highly recommended.”
Dan Heelan, Heelan Associates

“Melu has been great for Senta”
Elizabeth Carter, IRIS

“I’ve been delighted with Melu.”
Mark Lee, Tax Advice Network

Human live chat for your website is free to try & easy to set up.

Get started today! Ready to launch in 48 hours, with a 14-day free trial. Cancel anytime.

Download our top 10 reasons to have live chat on your accountancy practice website!

Enter your name and email address and we’ll send you a link to download our guide and how get started with Melu today!



Download our top 10 reasons to have live chat on your website!

Enter your name and email address and we’ll send you a link to download our guide and how get started with Melu today!