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 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
Give your accounting or financial services business a national presence by registering a 1300 or 1800 number.
How our virtual reception service works
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
Set up virtual inbound numbers for different locations or, if you require a national presence, a 1300 number or free call 1800 number.
Have voicemails or faxes instantly emailed to you both for convenience and to ensure no important communications are ever missed.
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.
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.
The investment in having a dedicated phone answering service which operates 24/7 is invaluable.
Professional service recommended to every small business owner.
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.
Trusted by more than 300 financial services businesses Australia-wide
Find out more
Have questions? Please fill in your details and we’ll be in touch.
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.