Missed calls for accounting firms.
Busy season calls that went unanswered still reach you.
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. Voicemail is where enquiries go to die. Most people will not leave one, and the ones who do are usually calling about something you could have handled in a sentence. Meanwhile there is no list anywhere of the calls that never connected.
What it covers for
accountants and bookkeeping practices
Software that picks up the missed calls your team cannot get to, so a call you did not answer still turns into a conversation.
- Every unanswered call followed up automatically
- Text back within seconds of the missed call
- Captures what they wanted without a callback
- A record of calls you never would have known about
- Works while the team is on the tools or with a client
- Urgent calls flagged rather than queued
Built around how accountants and bookkeeping practices work
A missed call from a stranger is a job you never hear about. There is no voicemail, no record, and no way to know what you lost. We build the thing that responds to that call anyway, works out what the person wanted, and hands you something you can act on.
- 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.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
More for accountants and bookkeeping practices
- Lead response time for accounting firms
- Lead qualification for accounting firms
- After hours enquiries for accounting firms
- Quote follow up for accounting firms
- Website enquiries for accounting firms
- Lead routing for accounting firms
- CRM data entry for accounting firms
- Reviews and referrals for accounting firms
- Missed call follow up for every industry
- Lead software for accountants and bookkeeping practices
Questions accountants and bookkeeping practices ask
Do we need to change our phone number?
No. It sits behind the number you already advertise, so nothing on your vans, your website or your signage has to change.
What if the caller does not want to text?
Then it offers a call back at a time that suits them, or takes the detail and passes it to whoever is next free. The point is that the enquiry does not just evaporate.
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.
Talk to us about your enquiries
StartContact us
Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
Was this helpful?
Thanks, your comment is with our team.