March and April, every client and every prospect calls at once, and you are head-down in someone's return. The new client who could not get through files with someone else — and stays with them next year.
7-day free trial, then renews monthly — cancel anytime before it starts. Keep your number.
In your caller's language, in your business's own words — not a menu, not a voicemail.
She reads your own services, prices and hours, so she answers the way you would.
I never filed last year's personal return. CRA sent me a letter about it. Can you sort that out?
Late personal filings are something the firm handles. I am the receptionist, so I cannot tell you what the letter means or what you might owe. I can book you in with an accountant who will read it with you.
Can they do my wife's as well? She is self employed.
Yes, self employed returns too. Is her bookkeeping caught up for the year, or is it still receipts in a box?
Receipts in a box. Two boxes, honestly.
Good to know. I will put that in the note so they set aside enough time instead of squeezing you into a short slot. What is your name and the best number?
Dave Kowalchuk. This number is fine, I have it on me all day.
Booked, Dave. I have texted you the appointment. The office gets a note that there is a CRA letter, a personal return outstanding, and a self employed return with the bookkeeping still to do. Bring the letter with you.
A scripted demonstration for accountants & bookkeepers, not a recording of a customer call: the business, the caller and any prices in it are made up, and the caller is voiced. What is real is the receptionist, and you can hear her live on the demo line above.
No. She is a receptionist, not an accountant. She will not give tax advice, read a CRA letter, estimate a refund or a balance owing, or comment on anyone's file. She takes the details and books the caller in with you.
Only the prices you type in at setup. She reads your list as written and nothing else. If someone asks about work you have not priced, she says the accountant will confirm it and takes a message rather than guessing.
She answers the calls you cannot get to while you are head down in a return, and books new client consultations straight into your calendar. Each lead is texted to you the moment that call ends, and the transcripts sit in your dashboard so you can see everything that came in while you were working.
No new handset, no app for your customers, nothing to learn.
Keep the number on your van and your cards. Unanswered calls roll to her.
She answers, asks what you would ask, and puts the job in your calendar.
Name, number and what they wanted — texted to you, and in your CRM.
7-day free trial, then renews monthly — cancel anytime before it starts. Keep your number.