After hours enquiries for accounting firms.

Enquiries handled outside the hours you are already working.

Accounting enquiries are seasonal and arrive in a rush, usually tied to a deadline. The firm is at its busiest at exactly the moment the most prospective clients are looking, which is why enquiries from March onward tend to go unanswered. An out of office reply confirms you are closed. It does not book anything, answer anything or hold the person's attention, and it arrives at exactly the moment they are deciding who to go with.

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What it covers for
accountants and bookkeeping practices

Software that handles the enquiries arriving at night and over the weekend, when the person has time to look and nobody is at the desk.

Answers at the hours enquiries actually arrive
Books into the real calendar, not a request queue
Handles the common questions without waking anybody
Genuine emergencies escalated, the rest queued
A full handover waiting on Monday morning
The same behaviour on public holidays

Built around how accountants and bookkeeping practices work

People research trades, clinics and services in the evening, because that is when they are home and thinking about it. Those enquiries sit unanswered until the morning, by which time they have sent the same message to two other places.

Enquiries answered during the busy season
Business clients separated from individual returns
Onboarding information gathered before the first meeting
Existing client questions kept separate from new work

Alongside the systems you already use, or instead of them.

We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.

Talk to us about your enquiries

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

More for accountants and bookkeeping practices

Straight answers

Will it book jobs we cannot do?

It books against your real availability, and anything it is not confident about is held for a person rather than confirmed.

Can it tell a real emergency from a keen customer?

We build that judgement from your own definition of urgent, and it is set to escalate when unsure rather than sit on something.

Can it tell a business client from an individual?

Yes, and for most firms that is the single most valuable split, because they represent very different amounts of work and revenue.

Can it collect onboarding information?

Yes, and this is often where it pays for itself. The structure, the entities, the software they use and the year end can all be gathered before anybody meets.

What about existing clients?

They are routed differently. An existing client with a question should not be treated like a new enquiry, and that is a rule we build in early.

Lets find the leak

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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.