AI reception for accounting and bookkeeping practices.
Your phone rings hardest in the weeks you have the least time to answer it. A receptionist that knows the difference between a client chasing a lodgement and someone shopping for a fee is worth more in BAS quarter than in any other month of the year.
The calendar drives the calls.
BAS quarters, the July rush and the tail of tax season produce call volume that has nothing to do with how many staff you have that week. The calls are also unusually mixed: an existing client who needs one document, a prospect asking what you charge, and someone who has just realised a deadline is tomorrow all ring the same number within a minute of each other. Sorting those three is most of the work, and it is the part an AI receptionist is genuinely good at.
Who is actually ringing.
An existing client chasing something
A lodgement status, a copy of a return, a payment summary, or confirmation you received what they sent. It takes their details and the reference, and routes it to whoever handles their file.
A prospect asking what you charge
Captures the entity type, the services they need and their current arrangement, so the callback starts from something useful instead of from scratch.
A deadline that has gone bad
Someone whose BAS or return is due and who has just noticed. Flagged as time-critical and escalated on your rules, with the date captured.
The ATO, or another practice
Recognised as different to a client call and routed straight to the person who deals with it, with a message that says who called and about which client.
What counts as urgent in a practice.
You set it. In most practices it is a lodgement or payment deadline inside the next two business days, an ATO matter, or an existing client in a genuine bind. Those escalate immediately — ring a mobile, transfer live, or flag for callback within the hour. Everything else is captured and sent through as a normal message, so the urgent ones stay visible.
What it will never do here.
The general limits apply everywhere. These are the ones specific to your work.
Give tax advice
It does not answer a tax question, however simple it sounds. It takes the question and books the conversation.
Confirm a lodgement or a balance
It will not tell a caller something has been lodged, or what they owe, because it cannot verify it and a wrong answer here is expensive.
Discuss another client
Even to confirm one exists. Practices get calls that are fishing, and the rule is absolute.
Quote a fee it has not been given
It quotes only what you have written down and approved, or it takes the enquiry.
What lands in your inbox.
- Entity or individual name, and the contact number
- Which service the call is about
- Any deadline date mentioned, captured as a date
- Whether they are an existing client
- The full transcript, so nothing is paraphrased away
Sent the moment the call ends, to whoever should get it. If it could not answer something, that is reported too, so the gap gets closed.
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Will it know which of our clients is calling?
It captures the name and details the caller gives and routes on your rules. It does not read from your practice software unless you have asked us to connect it, and it never confirms client information back to a caller.
Can it handle the BAS quarter spike?
Yes — it answers every call that arrives at the same time, so a busy morning does not create a queue or a full voicemail box. That is the main reason practices start with it.
What about calls from the ATO?
Treated as its own category. It takes who called, the reference and which client it concerns, and escalates to the person you nominate rather than sitting in a general inbox.
Set up around how you actually work.
Tell us how your calls come in and what must never be said, and we’ll show you how it would answer.