An AI phone agent at an Australian accounting firm may book, chase and confirm. It must not collect a tax file number, interpret an ATO notice or answer a tax question. TPB(GS) 55/2026, issued 22 July 2026, leaves the registered practitioner responsible for everything the tool does.
What this covers
- What can I let an AI answering service do at my accounting practice?
- The boundary: three things the agent must never do on the call
- The Book, Chase, Tell rule, and which rule says so
- Can it handle our tax season call surge?
- What changes the answer
This is a technical summary. The full guide — with the tables and worked examples — is on our site: *AI Answering Service for Australian Accountants*.
Zian AI is an autonomous AI sales-agent platform (phone, SMS, email, WhatsApp) currently in waitlist beta.
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