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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.

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Live in about an hourFlat monthly rateNo lock-inAustralian-built

The short answer

What is Frontly for accounting firms?

Frontly is the AI virtual receptionist and answering service 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 about an hour, flat monthly rate from $149, no lock-in.

THE PROBLEM

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

3x

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 exactly how Frontly will sound for your business.

Hear a real AI agent handle a typical inbound callNo signup, no card, no waiting on a sales rep

HOW IT WORKS

Live in About an Hour. Ready for Your Next Quarter.

1

Connect Your Phone

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

2

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.

3

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

Script Your Client Calls Around Your Service Mix

1

We Build It For You

Our team maps your service types, tax returns, BAS, bookkeeping and advisory, then scripts which meeting each caller gets booked into.

2

New Client Versus Existing

The script separates a prospective client who needs qualifying from an existing client chasing a document, and handles each differently.

3

Enquiries Only, Never Tax Advice

The AI captures the question and books the meeting. It does not answer tax questions, and you set that boundary.

4

Built For The Surge

Set different rules for peak season, so July to October behaves differently from a quiet February.

5

Change It Yourself

Adjust partner availability, meeting types, or deadline rules between quarters without waiting on us.

Cross-Call Memory

Your AI Remembers Every Client

  • Existing clients recognised the moment they call
  • Previous queries recalled, so nobody repeats their situation
  • Earlier deadline conversations carried across calls
  • Full client call history before your team picks it up

Frontly Dashboard

Every Client Query, Captured Through Peak

1

Every Meeting In One Place

Bookings land in your Frontly dashboard with the service type and the client's question already captured, ready for the partner who takes it.

2

Full Transcript on Every Call

Read exactly what the client asked, so the partner walks into the meeting already briefed.

3

Deadline Escalations

Configure an alert when a caller mentions an urgent BAS or lodgement date, so it reaches the right partner the same day.

4

Cross-call History at a Glance

Every previous call from that client, with the query and the outcome already tagged.

5

Live Status Through the Surge

See how many calls landed today and what is still waiting, without asking the front desk.

Outbound Campaign Manager

Call Every Client Before the Deadline, Not After

1

BAS and Lodgement Reminders at Scale

Frontly calls your full client list ahead of a deadline, captures who is ready and who is not, and books the follow-up.

2

Chase Outstanding Documents

Call the clients holding up a return because their paperwork has not arrived, without tying up your admin for a week.

3

Same Builder, No New Tool

Script the campaign with the same drag-and-drop builder you used for inbound.

4

See What Landed

Track which reminder calls produced a booking and which clients need a second attempt.

See all features

INTEGRATIONS

Works with the software accounting already runs on

Frontly connects to any system that exposes an OAuth2 or API-key integration. These are the ones we have verified for this industry.

Xero

Connects via OAuth2

Visit Xero

MYOB

Connects via OAuth2

Visit MYOB

QuickBooks Online

Connects via OAuth2

Visit QuickBooks Online

Karbon

Connects via API key

Visit Karbon

FYI

Connects via API key. Vendor approves the connection first

Visit FYI

Not on the list? If your system offers an OAuth2 or API-key integration, we can connect it. Tell us what you run and we will confirm before you commit to anything.

WHAT USUALLY DECIDES IT

The three questions that come up every time

A real person, whenever the caller wants one

Every workflow can hand the call to the right adviser or partner. The transfer carries a spoken briefing, so your team picks up already knowing who is calling and why. The caller never has to explain themselves twice, which is usually the moment a good call turns into a complaint.

More than one language, on the same number

Frontly handles client calls in more than one language on the same practice number. Many Australian accounting practices are built on a community client base, and that relationship usually starts on the phone.

Flat monthly rate, with the meter switched off

No per-minute billing, no per-call fee, and no cap on how many questions the AI is allowed to answer. Your busiest month does not produce your largest invoice, and adding another topic to its knowledge does not add a line to the bill. See pricing for the current rates.

ANSWERING SERVICE OR AI

Answering service or AI receptionist for an accounting practice?

An answering service takes a message during tax season and hands you a stack of callbacks. An AI receptionist answers the question, books the meeting, or captures what the client needs. For a practice the point is that your most expensive people stop being the ones answering routine calls.

Where a staffed answering service still wins

An anxious client with a genuine problem. An audit letter, a debt notice, a business in trouble. Those calls want a person, and a good bureau operator will recognise one and put it through rather than take a message.

Where Frontly wins

The rest of the surge is where is my return, when is my BAS due, can I book a time, and what do you need from me. That is thousands of minutes of partner and manager time every quarter, and none of it needs a chartered accountant to answer it.

Most businesses end up running one or the other rather than both. If you are weighing it up properly, the full cost and capability breakdown is in Frontly against OfficeHQ.

THE ECONOMICS

Your most expensive people are answering "where is my return?"

An accounting practice does not have a call-volume problem. It has a resource-allocation problem. Accountants are the most expensive people in the building, and a large share of the calls that interrupt them require no accounting judgement at all.

Status callsare the interruption, and almost none of them need an accountantWhere is my return up to, did you receive my documents, what do I owe, when is it due. Every one of these is answerable from your own information without pulling a qualified accountant off billable work.
3xcall volume through tax season, when your team is least interruptibleThe peak is a capacity problem, not a headcount problem. You cannot hire and train an admin fast enough for a three-month surge, and you should not need to.
Billable hoursare the only number that matters hereNot calls answered. Every interruption absorbed by the front desk is time an accountant spends on the work clients actually pay for, at a fraction of the cost of the person being interrupted.
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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

After-hours answering

Clients ring outside office hours during the deadline crunch. See how after-hours calls are captured.

See after-hours

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 about an hour. No lock-in. Flat monthly rate.

Activate My Accounting Front DeskTalk to the Team
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