Can Frontly handle the tax-season call surge?

Yes. Frontly has unlimited concurrent calls, which is exactly the problem during July-October. When 20 clients call at the same time about their notices of assessment, Frontly answers every one of them in parallel, captures details, and books follow-ups directly into your partners' calendars. Human receptionists can only handle one call at a time.

Where does Frontly capture client calls and meetings?

Every client call lands in your Frontly dashboard. Every meeting booked by the AI lands there too, with the client name, the meeting type (tax return, BAS, advisory), the requested time, and the full call transcript. Your team logs in each morning and carries the day's appointments into your practice management system. Email and SMS notifications can also push booking summaries straight to your reception inbox.

Can Frontly triage BAS, tax, and ATO-deadline queries?

Yes. During setup we configure Frontly to recognise common accounting query types: 'I got a letter from the ATO', 'my BAS is due', 'can you lodge my tax return', 'I need a TFN'. Each is routed to the right team member or booked into the right meeting type. Urgent ATO deadline queries get flagged and escalated.

How does Frontly handle sensitive client financial data?

Frontly stores all caller data on Australian infrastructure only. Full audit trail. Frontly does not capture TFN, bank account numbers, or sensitive financial data during calls by default; those are always passed via your existing secure client portal.

Will Frontly give my clients tax advice?

No. Frontly captures enquiries and books meetings only. It recognises query types like BAS, tax returns, and ATO letters and routes them to the right person or meeting, but it never provides tax advice. All advice stays with your accountants.

Does Frontly integrate with Xero, MYOB, or QuickBooks?

Frontly does not plug directly into your accounting or practice management software. Every call, booking, and transcript instead lands in your Frontly dashboard, and your team carries the day's appointments across. There is nothing to connect, so you are live in under a day.

How much does an AI accounting receptionist cost in Australia?

Frontly uses flat monthly contract pricing with no per-minute or per-call charges. Pricing is tailored to your firm size and expected call volume. Contact us for a quote; we respond within 24 hours. Unlike per-minute services, your bill does not spike during tax season when your call volume triples.

How does Frontly book client meetings?

Frontly uses its own scheduling system inside the Frontly dashboard. You configure meeting types (tax return, BAS, advisory) and partner availability. The AI checks availability and books the meeting during the call. Confirmation SMS and email are sent automatically to both the client and the assigned accountant.

What about outbound calls for BAS reminders or tax deadline follow-ups?

Frontly's outbound campaign manager handles this. Load your list of clients with upcoming BAS lodgement dates or outstanding queries as a CSV, and the outbound AI Agent calls each one, captures their response, and books the follow-up. Outbound calling is included in every Frontly plan.

Accountant at a busy desk during tax season, spreadsheets and binders

Answering client calls right now

AI Front Desk for Accountants

Tax season triples your calls. Not your team.

Frontly answers every one, in parallel, so no client waits.

Get Started Try a Free Test Call

Live in under a dayFlat monthly rateNo lock-inAustralian-built

The short answer

What is Frontly for accounting firms?

Frontly is the AI front desk for Australian accounting and bookkeeping firms. It answers every client call 24/7 through tax season, books appointments, and runs outbound reminder campaigns for BAS and deadlines, capturing every enquiry in your Frontly dashboard. Live in under a day, flat monthly rate from $149, no lock-in.

THE PROBLEM

Tax Season Triples Your Call Volume. Your Front Desk Doesn't Triple.

call volume spike during tax season (July-October) compared to off-peak months

4-6 weeks

typical hire-to-productive time for a new admin. Tax season is 3 months.

$1,200-$5,000+

average annual fee per SMB client. Losing a handful of intake calls a year is real revenue

$65K+/yr

cost of a full-time admin. Frontly handles the peak 3x call surge 24/7 at a fraction of the cost.

HEAR IT FOR YOURSELF

Your AI Accounting Receptionist Is Ready to Talk

Call our AI agent right now. It'll handle a tax-season client enquiry, just like it would for your practice. No signup required.

Test Call

Talk to the AI agent right now from your browser. Hear how Frontly will sound for your business in about 30 seconds.

Hear a real AI agent handle a typical inbound callAbout 30 seconds from click to first helloNo signup, no card, no waiting on a sales rep

HOW IT WORKS

Live in Under a Day. Ready for Your Next Quarter.

Connect Your Phone

Forward your firm's line or get a dedicated AI number. No hardware, no IT project. Takes 5 minutes.

We Design Your Workflow

Our team maps your service types (tax returns, BAS, bookkeeping, advisory), fee structures, and partner availability. We script Frontly to triage existing clients, qualify new leads, and book the right meeting type.

Go Live

Frontly answers every call 24/7, books meetings into your Frontly dashboard, logs client enquiries, and escalates urgent BAS or ATO deadline queries to the right partner.

Connect Your Phone

Forward your firm's line or get a dedicated AI number. No hardware, no IT project. Takes 5 minutes.

We Design Your Workflow

Go Live

Frontly answers every call 24/7, books meetings into your Frontly dashboard, logs client enquiries, and escalates urgent BAS or ATO deadline queries to the right partner.

WHAT FRONTLY HANDLES

Every Client Call, Handled

Frontly answers the tax-season surge in parallel and books the meetings your front desk can't get to. Flat monthly rate, every enquiry in your Frontly dashboard, nothing to integrate. The AI captures enquiries only and never gives tax advice.

New-client enquiries

Captures the service needed (tax return, BAS, bookkeeping, advisory), qualifies the lead, and books the right meeting type.

Existing-client calls

Handles document questions, appointment changes, and status checks so your team isn't pulled off client work.

Tax-season overflow

Answers unlimited calls in parallel through July to October, so no client hits voicemail during the surge.

BAS and deadline reminders (outbound)

Calls your list of clients with upcoming BAS or lodgement dates at scale, captures their response, and books the follow-up. No per-call fees.

After-hours and general enquiries

Answers fee, deadline, and lodgement questions 24/7, and escalates urgent ATO-deadline queries to the right partner.

Visual Workflow Builder

Design Call Flows Without Code

We Build It For You

Our team designs and configures your custom workflows based on your exact business requirements.

Pre-Built Templates

Common scenarios like appointment bookings, after-hours answering, and follow-up calls, ready from day one.

Fully Customisable

Tweak every word your AI says. Make changes yourself anytime after launch.

Drag-and-Drop Builder

10+ building blocks you can rearrange, duplicate, and configure without code.

Intelligent Branching

Route calls based on caller intent, time of day, property type, or any custom rule.

Cross-Call Memory

Your AI Remembers Every Caller

Returning callers recognised instantly
Caller preferences and history recalled across every call
No repeating themselves, ever
Full caller history at your fingertips

Frontly Dashboard

Your Cockpit For Every Call, Booking and Outcome

Every Booking In One Place

Inbound and outbound bookings land in your Frontly dashboard. Your team logs in each morning and acts on what came in overnight.

Full Transcript on Every Call

Every conversation is transcribed and stored. No more 'what did the caller actually say' guessing.

Cross-call History at a Glance

See every call from a returning customer, with the AI's qualifying answers and outcome already tagged.

Email + SMS as Workflow Tools

Configure the AI to email a confirmation, SMS a reminder, or alert your on-call team. As a workflow tool, not an integration project.

Live Status Across Inbound + Outbound

Watch active calls, in-progress campaigns, and capacity across all your AI agents from a single screen.

Outbound Campaign Manager

One of the First AI Phone Systems With Full Outbound Capability

Automated Outreach at Scale

Create AI agents that call your contacts automatically. Appointment reminders, service follow-ups, and seasonal promotions, all on autopilot.

Multiple Campaign Agents

Design different outbound agents for different scenarios. Activate the right one when you need it.

Same Workflow Designer

Use the same drag-and-drop builder to script outbound calls. If you can build an inbound flow, you can launch a campaign.

Real-Time Call Outcomes

Track results as they happen - viewings confirmed, callbacks requested, voicemails left. Full reporting on every campaign.

See all features

256-bit Encryption

Australian-hosted

Privacy Act 1988 compliant

FAQ

Frequently Asked Questions

KEEP EXPLORING

Keep exploring Frontly for Accounting

Go deeper on the capabilities, comparisons, and guides that matter most.

24/7 inbound answering

How Frontly answers every call, qualifies the caller, and books the job in your dashboard.

How inbound works

Outbound campaigns

Recalls, follow-ups, arrears, and lead reactivation dialled automatically at scale.

Run outbound

Compare Frontly

Side by side against the AI receptionists, virtual receptionists, and phone systems Australians shortlist.

See comparisons

What an AI receptionist costs

Flat-rate, per-minute, per-call, and credit models compared, with the ROI maths.

Read the guide

Ready to Survive Every Tax Season?

Set up your AI front desk in under a day. No lock-in. No setup fees. Flat monthly rate.

Activate My Accounting Front Desk Talk to the Team