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 $29 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?

Get your number

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.

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

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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.