Managed Messaging for Accountants

Convert more prospects into paying clients and elevate your 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 messaging channels, you’ll maximise your marketing budget and efforts simply by adding Melu.

With 24/7 coverage from empathetic, native-English-speaking operators, you’ll convert more of your website visitors, WhatsApp and Facebook users 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 conversation for an accountancy client), making Melu’s messaging service a cost-effective no-brainer for accountants who are looking for more clients.

How to get started with Melu.

Onboarding

Whether you choose Live Chat, WhatsApp or Facebook, we make the process as easy as possible.

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, WhatsApp or Facebook, 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 agents will use to assist your prospects.

If using Live Chat, 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.

For WhatsApp, set-up is more complicated, but we handle this for you. Note that it takes around 7 days to completely set-up WhatsApp.

For Facebook, we simply need your Facebook Business login to connect it to our messaging software.

The knowledge base is built from information on your website, Facebook page, or anything mentioned during the discovery call. We do this manually so that we fully understand what prospects 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 for Live Chat and Facebook!), we’ll send you your login details for your client portal.

If you’re using Live Chat, we’ll send the code you need to add to your website to make Melu appear.

For WhatsApp and Facebook, once we’re live, messages sent via these platforms wll come through to us.

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 conversations, these can be sent to multiple users so nothing is missed.

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

Now that Melu is live, you’ll start seeing the benefit of having real people available to your prospects 24/7.

At this point, we’ll book in a review call for the end of your trial or first month. 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 conversation, our team will tag it based on its nature (full list of tags here). If the conversation needs your attention, it’ll be tagged so that an email notification is sent. This email contains the transcript from the conversation, plus lots of other useful information (more on these here).

All conversations 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 conversations – these are ones where the prospect has a valid interest in your products/services, or is an existing customer messaging for their convenience. To see the conversation tags that we class as raised, click here.

If at any point during your free trial or first month you wish to talk to us about anything, we’re here. If you just want to comment on a conversation, 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 or first month, 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 conversations 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.

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, WhatsApp and Facebook?

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

Not sure if Melu Messaging 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 31st March 2026.

Still not convinced?

Upon completing our quick quiz, we’ll tell you if your Accountancy Practice is a good fit for our managed services, and how to improve things straight away.

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

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

Real people

Every conversation is handled by one of our highly trained, human agents, giving your prospects the most engaging and efficient experience, no matter which channel they prefer.

Fast responses

Conversations are answered by a real person within seconds. No waiting or queuing. This makes sure that prospects stay engaged with your business.

Lead generation

Prospects 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

Prospects don't expect to message 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 prospects go straight into your calendar.

Always available

No matter what time of day people are hitting your messaging channels, 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 ❤️ Messaging 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-managed messaging 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.

Would you like more enquiries from your accountancy website without having to lift a finger?

Enter your details below to receive our guide to the top 10 reasons why live chat generates more leads from your accountancy website.



Would you like more enquiries from your website without having to lift a finger?

Enter your details below to receive our latest brochure to learn why live chat generates more leads from your website.



Would you like more enquiries from your website without having to lift a finger?

Enter your details below to receive our guide to the top 10 reasons why live chat generates more leads from your website.