Phones for accounting firms
In April,
new-client calls still get throughIn April, new clients get through
AccrueNest is an accounting firm phone system, sized for US offices of 1 to 10 people: your number stays, a menu separates new clients from document questions, and each call opens on the caller's history with the ad that sent them.
- A text to every missed caller
- Your number stays
Live in 14 daysMonth to month, no setup fee
- Separate numbers for every campaign
- Site numbers swap per visitor
- Keyword on every ad call
- Texts back every missed caller
- Recording notice played first
Tuesday, March 10, 9:00 a.m.: the office line rings four times while the owner sits with a client. Two callers hang up without leaving a voicemail. With AccrueNest, each of them hears back by text.
Four rings, two hang-ups
Each caller finds someone
The firm's number, your phone
Call tracking
The campaign behind every ring
Every source answers to its own number, and the monthly report tallies each one's calls and signed clients.
A business owner searches “tax preparer for small business near me” and calls from your ad. The card shows the campaign, the keyword and how long the two of you talked.
People browsing your website see one of a handful of rotating numbers. A call to any of them is tied back to the service page open on their screen and the Google search before it. Your desk just hears the office phone ring.
The Google listing for your office, the financial advisor who sends you clients and the card you hand out at BNI each get a number. By October you can see which one sent the most calls.
Behind every call
After the call, it's all on the card
Recordings, transcripts and call reports come with the phones on every plan, at the same flat monthly price.
Your number
Clients keep dialing the same number
Porting your existing number begins the first day we work together. Once it's across, it rings browsers, the staff app and desk phones. Carriers decide how long a port takes, and it can outlast our 14 days.
- Pick up at a laptop or on your phone.
- Desk phones need SIP support to work with us.
Routing and menus
New clients reach the person who quotes
You write the menu with us: press 1 if you're a new client, 2 if you're returning documents, 3 for Spanish. New clients ring the owner and partner together, documents ring the front desk, billing rings the office manager.
- Pass a live call to a preparer in one tap.
- After 5:00 the menu routes callers to the AI receptionist, which announces itself as AI.
Call reports
See which hours the desk misses
The report counts every missed call by hour and by who was on the desk. In March it shows that 11:00 to 1:00 needs a second person.
- Every tracked call is tied to its campaign or listing, and to whether that caller booked a meeting or later signed an engagement letter.
- Playback and transcripts stay on the client's card, so nobody scribbles notes mid-call.
Also included
- Ring groups for the desk
- A Spanish menu option
- Dial out from a client's card
- Calls from a browser
- SIP desk phones, set up again
- Hourly counts of missed calls
Their card, before you answer
When Kojo calls about this year's organizer, the call opens on Kojo's card: last week's texts, two documents still missing, the invoice paid in March. Whoever answers can say Kojo's name first.
Kojo Returning client, organizer sent, two documents still missing.
Calling nowThe phones tie into
- Reports Hours the desk misses, and the source of every signed client.
- Meeting booking Book meetings during the call.
- Two-way texts Answer a missed caller by text, straight from the inbox.
- Reviews A Google review ask goes by text to consenting clients once their return is out.
- Google Business Profile Your listing's own number counts its calls.
- Ads Ad calls carry the keyword, so budget moves to the searches whose callers sign.
- Client pipeline New callers show up under New inquiry, with the call attached.
Describe your busiest March Monday
Tell us who answers which calls today and which carrier you use. During the demo we draft your menu and ring groups together and pull up a sample call report.
Off the owner's own cell
Cornelius B.Owner of a CPA firm, Columbus Zerotexts to my cellMy cell was where clients texted at 10 p.m. They text the firm's number now, and the desk handles it in the morning.
Ezequiel M.Enrolled agent, San Antonio 200 callsdailyIn April my office takes two hundred calls a day. The menu sends new clients to me and document questions to the desk, and Spanish callers press 3.
Annika L.Bookkeeping firm owner, Minneapolis 2xcalls from our listingTurns out the Google listing out-rang our paid ads two to one. We shifted budget into the listing, and the office line hasn't slowed down.
Marguerite D.Office manager, New Orleans Nameson screen before helloThe card pops up as the phone rings, so I greet people by name instead of asking who's calling.
Prakash S.Tax preparer, Edison, NJ One textper missed callIf I can't grab a call, the person has a booking link by text right after. When I ring back, I already know what they need and which documents are still out.
Thuy N.Client services lead, Houston, TX Every callon recordI play the recording before calling a client back, so I never ask them to repeat what they already told the desk.
Phone questions
Before you move your number
Search porting, recording, menus, tracking numbers or the app.
6 questions
Will our number change?
No. Porting starts on day one. Carriers decide how long it takes, so moving the number can run past the 14 days.
Where did this call come from?
Your Google ads, your listing and every referrer use different numbers, and the website rotates a small pool per visitor. So each call arrives tagged with its source, the page that was open and the search they typed.
Are calls recorded, and who hears them?
Yes, after a notice heard first on every line; your staff open them on the card. What clients upload or tell your firm is encrypted, used only to serve your firm and not sold to anyone.
What happens to a missed call?
Your number texts them a booking link straight away. After hours, your AI receptionist answers, says it is AI and books the meeting.
Can new clients ring a different person?
Yes. You decide the menu: new clients on 1 ring the owner, returning documents on 2 ring the front desk, Spanish is on 3. Ring groups ring several phones together, and any call can be passed to a colleague mid-conversation.
Do preparers need a desk phone?
No. A laptop browser or the app on a preparer's cell answers the office line just as well.
Common phone topics
Ask Imogen
Email sales@accruenest.com with your carrier, how many lines you run and who picks up today; Imogen replies.
Imogen PritchardAccount manager
Request a demo