Accounting & Tax Firms
Call coverage for firms that cannot pause client work to answer every ring
Tax deadlines, payroll work, bookkeeping, and client meetings do not stop when the phone rings. Call Connective helps your firm answer new inquiries, collect useful information, schedule appointments, and keep existing clients connected while your staff stays focused.
Book a Setup CallThe Day-to-Day Problem
Your phone gets busiest when your team has the least time to answer it
During tax season, payroll deadlines, month-end close, and filing periods, your staff may already be working at capacity. New prospects still call, existing clients still need updates, and unanswered calls can quickly become repeated messages or lost business.
Many of those calls do not require a CPA or tax professional immediately. A caller may need to schedule a consultation, confirm which documents are missing, ask whether a return is ready, or leave information for the appropriate team member.
A trained receptionist can handle that first conversation, gather the relevant details, and route the request correctly without interrupting your staff every time the phone rings.
Keep interruptions from controlling the workday
We follow the instructions your firm provides so routine calls can be handled consistently while technical questions remain with the appropriate professional.
Your team receives a clear summary of the call, why the client contacted you, and any next step that needs attention.
Incoming Calls
The conversations your firm needs to handle well
You decide what the receptionist may communicate, which questions should be asked, and which situations require a transfer or urgent message.
- New client inquiries We can collect the caller’s contact information, requested service, entity or return type, filing needs, and preferred appointment time before sending the opportunity to your team.
- Tax-preparation requests Callers can be asked whether they need an individual or business return, which year is involved, and whether they are seeking preparation, amendment, planning, or representation.
- Document and status questions We can record questions about missing documents, organizers, signatures, return status, payroll reports, bookkeeping records, or notices and direct the message appropriately.
- Appointments and scheduling We can schedule consultations, move existing appointments, confirm meeting details, and follow the availability rules established by your firm.
- IRS and state notices We can collect the taxpayer’s contact information, issuing agency, notice date, response deadline, and general reason for calling without attempting to provide tax advice.
Technical questions stay with your professionals
Our receptionists do not provide tax, accounting, legal, or financial advice. We gather the information your staff needs, communicate only approved general information, and route technical matters to the appropriate professional.
How Call Connective Helps
We follow the intake process your firm already uses
Your firm decides how calls should be answered, what information may be shared, which questions should be asked, and when a matter should be transferred or escalated.
- Answering Calls are answered using your firm’s name and approved greeting. We identify why the caller is contacting you and provide only the general information your firm authorizes.
- Client intake We collect contact details, requested services, entity or return type, deadlines, notice information, and the other intake details your staff wants documented.
- Scheduling Consultations and appointments can be scheduled according to your calendar availability, appointment types, lead-time requirements, and seasonal rules.
- Call updates Your staff receives the caller’s information, reason for calling, answers to intake questions, requested next step, and any scheduling or escalation details.
Your instructions can change with the season
A tax firm may need one workflow during filing season and a different process later in the year. Scripts, intake questions, availability, routing rules, and approved client messages can be updated as your needs change.
Getting Started
Setup begins with learning how your firm handles clients
Before answering calls, we review your services, office hours, scheduling process, staff contacts, common call types, and expectations for handling client information.
We then build your call instructions around the way your practice already operates.
Your greeting and firm information
You provide the firm name, approved greeting, office hours, website, locations, services, contact details, and any general information callers may routinely need.
Your intake and qualification questions
We document the questions your staff wants asked of new tax, accounting, bookkeeping, payroll, advisory, or notice-response prospects.
Your scheduling and escalation rules
You decide which appointments may be booked, when calls should be transferred, what qualifies as urgent, and who should receive each type of message.
Let’s talk about how calls are handled at your firm
During the setup call, we’ll discuss your services, typical call volume, seasonal needs, intake questions, scheduling process, and the types of client conversations you would like our team to handle.
Request a Quote
Tell us about the support your firm needs
Share a few details about your firm, expected call volume, and the calls you would like us to handle. We’ll review your request and follow up to discuss a practical setup and pricing.
Book a setup call with our team.
Request your quote
Complete the form and we’ll contact you to discuss the calls and workflow you would like us to handle.