Answering Service and Virtual Receptionist for Accountants

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.

Straight into your practice management system once it is connected, and always in your Frontly dashboard. Every client call and every meeting booked by the AI lands there with the client name, the meeting type (tax return, BAS, advisory), the requested time and the full call transcript. Email and SMS notifications can also push booking summaries straight to your reception inbox.

Yes. When we help set up your first workflow, 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.

Frontly stores all caller data on Australian infrastructure, and every call keeps a full transcript and call history. Audit logs and custom retention are available on Enterprise. 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.

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.

Yes. Xero, MYOB, QuickBooks Online and Karbon are all available: you connect them with your permission, and we set them up with you during onboarding. Karbon needs its Business plan or higher. Nothing waits on it: your AI is answering in about an hour, and every call, booking and transcript lands in your Frontly dashboard from the first call. If you run something not on the list, tell us what you use and we will check it for you.

Frontly is a flat monthly rate with a monthly call-minute allowance, not a meter running from the first call. Plans are month to month, with outbound campaigns on the Pro plan, and the current rates are on our pricing page. Unlike a per-minute service, a busy tax season does not re-price every call you take: the allowance covers the month, and only minutes beyond it are billed on top.

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.

On the Pro plan, 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, from the same dashboard as your inbound calls.

Yes. Frontly warm-transfers the call to the accountant or partner you approve and tells them in a sentence or two who is calling and why, so the client never repeats the story. If the desk phone rings out, it tries a backup mobile. If nobody is free, it takes a message and sends it to your team by email or SMS straight away.

Frontly does not guess, which matters when the question touches tax. It answers only from the information you give it, so anything outside that becomes a message for the right accountant, or a transfer if you set one up. The question and the full transcript land in your dashboard, and you can add the answer in the visual builder for the next caller.

Yes. Each Frontly agent speaks the language you set, such as a dedicated Mandarin line, out of more than 40 including Hindi, Punjabi and Vietnamese, and on the Pro plan your front-desk agent can hand clients to a specialist in their language. Questions about appointments and what to bring are answered without a language barrier. Calls that need advice go to their accountant, and every call lands in your dashboard with a transcript.

AI receptionist that speaks Mandarin and Hindi

Because accountants are the most expensive resource in the firm and a large share of calls interrupting them need no accounting judgment. Status questions, document confirmations, fee questions and booking requests can all be handled without pulling a qualified accountant off the work clients pay for.

Billable hours protected, not calls answered. Count how many interruptions never reach an accountant during peak, how many new enquiries get qualified and booked to the right advisor, and how many document checklists complete without an admin chasing them. Those map directly to capacity you can bill.