Virtual receptionists for accountancy, insurance & financial services firms

Our outsourced call answering solutions have no lock-in contracts, offering complete flexibility to scale your business during your busiest times. When you crunch the numbers, it’s incredible value-for-money.


Quality-monitored phone answering by professional receptionists who convey confidence & trust

24/7 financial services call answering

After-hours, weekends and public holidays … we answer every call so you never miss a client opportunity.

New client intake assistance

We follow your scripts to qualify your leads and ensure you only spend time on relevant enquiries.

Appointment Icon

Appointment scheduling in your tools

We seamlessly schedule appointments into your existing calendar or input them into your CRM.

Flexible overflow & holiday cover

Already have an in-house receptionist? We can answer calls when they’re busy, at lunch, on holidays or off sick.

Manage tax time or other seasonal demand

Phones go crazy at tax time? With no lock-in contracts, you can use us for your periods of peak demand.

Optional 1300 or
1800 number

Give your accounting or financial services business a national presence by registering a 1300 or 1800 number.

How our virtual reception service works


Your tools are our tools

Our MyAssistant and MyDiary call answering services include seamless integration with the software you already use, including your preferred calendar, booking system or CRM for scheduling appointments or adding new clients.

24/7 call answering 365 days a year adds up to enormous client satisfaction

Whether you are a tax agent, accountant, bookkeeper, financial planner, capital management firm, insurance brokerage, mortgage broker, lender or any other financial services provider, your clients hate failing to reach you on the phone. Whatever time they call.

We ensure you never miss a call or opportunity, provide the best caller experience for your clients and implement strict data protection practices.

Complementary business solutions

Phone numbers

Set up virtual inbound numbers for different locations or, if you require a national presence, a 1300 number or free call 1800 number.

Automated messaging

Have voicemails or faxes instantly emailed to you both for convenience and to ensure no important communications are ever missed.

Virtual address

Choose a virtual business address to expand your presence geographically, without expensive overheads or the need to relocate.

What our customers love

My customers and potential customers have only ever commented favourably on the answer; I don’t think anyone has realised it’s not my own reception.
Tim Richardson, Growthpath
We’ve found the service to be absolutely seamless with all calls being answered on a very timely basis with instant messaging and real-time reporting.
Carole-Anne Priest, Imalia
The investment in having a dedicated phone answering service which operates 24/7 is invaluable.
Frank Walmsley, Capital Commercial Business Sales
Professional service recommended to every small business owner.
Leo Colgar, Bright Accounting and Taxation Services
I am very happy with the service. It has allowed my clients to always have someone on the other end of the phone when I am busy.
Courtney Milne, Completely Taylored

Trusted by more than 300 financial services businesses Australia-wide

FAQs

Yes. We are able to answer basic questions like directions to premises, fax number, web site, prices and other general questions. You can provide us with detailed call scripts and answers to FAQ’s to assist your callers prior to transferring calls to you or taking messages.

At all times there is a Live Receptionist answering your calls exactly as you require. During normal business hours (i.e. Mon – Fri 8.00am – 6.00pm excluding public holidays) if your status in the system is set to “Available for Call Transfers” our Australian based receptionists will introduce and transfer calls to you, wherever you are. If you do not wish to take the call, you are unavailable or the caller is ringing after hours (i.e. outside normal business hours), the receptionist will take a message and forward it you to by SMS and / or Email as you require.

Yes. When you set up the receptionist service (e.g. the Free Trial) you allocate yourself a local telephone number. This is the phone number that we know your business by, so we can answer and handle your calls exactly as you require. Whether callers ring the unique phone number we allocate your business (e.g. if you are a start up business and don’t have an existing phone number you may advertise that number as your number), or you divert any other number to it (e.g. your existing business number 02, 03, 1300, 1800, your mobile etc.), we will be answering your calls. The phone number we allocate your business is included as part of the subscription price.

A voicemail is a method of storing voice messages electronically. It stores the voice message that a caller leaves when the person called is absent, or busy or could not answer the call.

Yes. This is referred to as “call overflow”. A lot of companies require their phone calls to be answered only when they are unable to take the call themselves. This could be if you step out of the office for an hour, you are busy on another call, go to lunch or simply because you have multiple calls coming in at the one time. Simply divert your existing phone number (to the unique local phone number we allocate your business during the Free Trial setup process) on busy, no answer (e.g. after say 5 rings) or permanently. That way you are always in control and can relax knowing you will never miss another call.

A virtual address is a business address which is either a mailbox located at a business centre or a receptionist mail handling service located at a virtual office. Both offer mail management services including mail notification, mail pick up and mail forwarding services. A virtual address can be used on your website and other marketing collateral to provide your business with professional physical presence.

Yes, we have a dedicated team of highly experienced receptionists who can make appointments for you. This service is ideal for professionals that depend on appointments being made and kept up to date while they are working with their clients. You can access the real-time on-line calendar from any internet connection.

Instantly. It takes two or three minutes to set up the Free Trial. So literally we can be answering and handling your phone calls in a few minutes from now.

Yes. We are able to add additional local phone numbers nationally including all major capital cities (e.g. 02, 03, 07, 08 etc) giving clients the impression that you’re operating locally in a particular city. Of course with multiple numbers around Australia it appears you are operating nationally. Additional telephone numbers are only $5 a month per number.


Find out more

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Want to try our call answering services for free?

Put Australia’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.

What does the free trial include?

Our free trial is based on our MyReceptionist service, with Australian-based receptionists able to take messages and transfer calls based on your availability settings.

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