PhonePick

For accountants and bookkeepers

An answering service for accountants and bookkeepers in filing season

Your whole year's enquiries arrive in six weeks, and those are exactly the weeks you have the least time to answer a phone.

Live in about ten minutes. From $75 a month. No contract, no setup fee, cancel any time.

The number that matters

Filing season compresses a year of new-client calls into about a month and a half. Whoever answers in that window keeps them for years.

You can check that against your own week. Below is the same sum with your figures in it.

What it's costing you

Do the sum on your own numbers

Set to a typical job for this trade. Change it to whatever is true for you.

Nothing is sent anywhere — the sum happens in your browser. It assumes PhonePick reaches every missed caller, and that they convert like the ones you already speak to. Whether that holds is your call, not ours.

Work walking past you
—
a month, on those numbers

PhonePick, the plan that covers it—
Even if it only saves one in five—
Worth doing?—

What it does

Three things, on every call

It survives the season

Every caller answered, however many ring at once.

Existing client or new

It asks, so an existing client with a deadline is not sitting behind a price enquiry.

It books the appointment

Into your calendar, never on top of something.

And it learns. Anything a caller asks that it can't answer is written down for you — add the answer once and the very next caller hears it. It never guesses in the meantime.

And it answers in 85 languages. Someone who starts speaking Punjabi, Spanish or Hindi is answered in it mid‑call, and gets the whole job done in it — booked, quoted, written down. On every plan, with nothing to set up. What reaches you is in English either way. The full list.

On the Operations plan

And the rest of the front office

Everything above comes with every plan, from $75 a month. Operations, $149 a month, adds the work around the calls — these are the two parts that matter most here. Each one is off until you switch it on.

Fees owed, chased on your schedule

Import open invoices as a CSV from QuickBooks, Wave or FreshBooks, or add them by hand. Overdue clients are texted a polite reminder only between 9am and 8pm, with a pay link if Stripe is connected, and a payment marks the invoice paid. Never a threat, never a fee.

Website chat for the questions that come at night

A chat on your own site answers from what you have told PhonePick: which returns you do, your hours, your fees if you wrote them down. When it does not know, it offers to take a message rather than guess; it refuses card numbers and cannot book — a name and number lands in your Leads and your email instead.

In the US, texting starts once carriers approve your business, which usually takes one to three weeks. Calls are answered from day one.

A booking page of your own, on Operations and Growth: customers book an appointment themselves at phonepick.ai/book/your-name — from your website, the Book button on your Google listing or a QR code — and only at times that are really free, because the page and the phone share one diary. How it works.

Growth, $449 a month, adds sales calls: it qualifies the buyers who ring, tells you straight away about the hot ones, and calls back your website leads — only ever people who asked, or agreed in writing, to hear from you.

Everything each plan includes →

Being straight with you

What it will not do

It never gives tax advice, quotes a fee it was not given, or takes financial details over the phone. It books time with you and writes down who called and why.

Before you ask

Accountants and bookkeepers ask these three

Will it survive filing season?

Every caller answered, however many ring at once — which is the shape of the problem in February and March.

Can it tell an existing client from a new one?

It asks, so a client with a deadline is not queued behind a price enquiry.

Will it quote a fee?

Only a sentence you wrote. It gives no tax advice and takes no financial details over the phone.

Everything else people ask →

Also for

Other people who cannot get to the phone

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The next one rings whether you're ready or not

Ten minutes to set up. You keep your number, and you can undo the whole thing with one dialled code.