AI answering service for accounting and professional firms

Give accounting and professional firms enquiries a clear next step

A professional firm may receive calls about appointments, document handover or the right person to contact. An approved FAQ can explain office information and the process for requesting a response.

The assistant takes a brief enquiry when a caller needs professional advice or a decision on their engagement. Accountants and authorised staff retain responsibility for advice, deadlines, quotations and client commitments.

Questions your approved FAQ can cover

Choose the answers that are stable enough for the receptionist to give. Keep a clear boundary between public service information and a decision your staff needs to make.

• Office hours, location and public contact arrangements.
• How to request a consultation or callback.
• Approved descriptions of the firm’s services.
• The preferred process for arranging a document handover.

Define the handoff to your team

Keep the initial message focused on the topic and how to return the call. The firm chooses which details may be collected before a staff member speaks to the caller.

The firm gets a clear request without an automated conversation making tax or engagement decisions.

Prepare a useful setup brief

Bring a short, anonymised list of common enquiries, the number customers use and the times staff cannot answer. We review the receiving route, English/French wording, message fields and support before quoting.

• Approved first-contact questions and service descriptions.
• The team’s message-review process.
• What the assistant may say about callback expectations.
• Your business number, operator and preferred coverage.

Questions before you choose a setup