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Moneypenny Launches Covid-19 Screening Bot for Accountants

17th Jul 2020
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screening bot

A new online Self-screening Bot has been launched to help accountancy firms manage clients’ safety more easily, before any face-to-face meetings take place.

Launched by leading outsourced communication provider Moneypenny, the bot has three core functions, all of which can be customised easily. Firstly, it captures contact details securely in one place to enable track and trace should a firm be exposed. It also communicates any on-site policies, such as the use of face coverings or handwashing on arrival and gains the visitors’ consent. Finally, it asks users a series of health-related questions to check clients are in good health before they visit.

Self-screening Bot will ascertain whether any one is self-isolating, has any Covid-19 symptoms, has come into contact with anyone who has or is suspected of having the virus or if they feel unwell.

It is the latest innovation to help the sector’s recovery from the Covid-19 pandemic from Moneypenny, which also offers telephone answering and live chat solutions.

Joanna Swash, Chief Executive Officer of Moneypenny, which works with hundreds of accountants across the UK, said: “We’ve developed this tool specifically to offer extra reassurance and give confidence to firms as they begin to open their doors to clients again.

“By using the bot, accountants can ensure that all parties are symptom-free before they come into contact with each other, and can rest assured that they’ve done as much as possible to protect their staff and clients without juggling a messy paper trail and clunky forms.”

Joanna added: “This is not a substitute for observing social distancing and extra hand hygiene, but an extra layer of safety and due diligence to help the sector thrive again. With an incredibly simple set up that takes less than 24 hours and no long-term contracts, we expect Self-screening Bot to be a very welcome tool for the accounting industry.”

Users can share a link to a brand-customised page which hosts the bot. Firms access full analytics via their own individual portal and receive a real-time response email for every completed questionnaire to their chosen email address/es. It is also possible to escalate chats (based on the answers provided) to either their own in-house staff, or to a Moneypenny receptionist, for an additional cost. To find out more about the new tool, visit:

Moneypenny handles 15 million calls and live chats for financial services businesses every year and is trusted by the UK’s top accounting firms, including five of the top 30.

Established in 2000, Moneypenny is the world's market leader for telephone answering, live chat, outsourced switchboard and customer contact solutions. In total, more than 13,000 businesses across the UK benefit from Moneypenny’s mix of extraordinary people and ground-breaking technology.

For more information about Moneypenny’s work in the financial sector visit: