- Telephone Answering for Accountancy Firms
Answering service for accountants and bookkeepers
In January and at every deadline, the phone rings most when you have least time. Every call is answered live in your practice’s name by a real person in our Luton office. New client enquiries are taken in full, client calls go to the right accountant, and the details are passed to you by your chosen contact method as soon as possible. Find out more about our telephone answering service.
- Confidential client call handling
- From £29.95 a month · 14-day free trial
- New client enquiries captured properly
Our call handles
- New client enquiry taken with service needed and urgency
- Existing client recognised and routed to the right advisor
- Message passed to you by email or text as soon as possible
- Deadline-season overflow calls answered in your name
Trusted by UK accountancy and financial practices
UK
Based team
Seasonal
Capacity flexing for deadline periods
Why choose Answerpoint
The problems we solve for accountancy & financial practices
Deadline season floods your line
The January self-assessment rush and quarterly VAT deadlines can overwhelm even a well-staffed practice's phone line.
Confidentiality Concerns
Financial details demand strict privacy. Our receptionists are trained to take call notes with complete discretion.
Fee-earner distractions
Constant interruptions slow down client work. We screen and log calls so partners are only interrupted for priority calls.
Real people, not a robot
A professional voice for your practice
Calm in deadline season
A client worried about a tax deadline wants a calm, professional answer. Our receptionists reassure them that the message has reached the right desk.
New clients won
A business owner looking for an accountant rings several practices. The one that answers properly usually gets the meeting.
Your practice name on every call
Callers hear your practice answer, with your greeting, every time.
Services we support
Whatever type of accountancy & financial practice work you do
From daily bookkeeping enquiries to year-end accounts, our receptionists handle calls for every area of your firm.
✓ Bookkeeping
✓ VAT Returns
✓ Payroll Services
✓ Self-Assessment Tax Returns
✓ Annual Accounts
✓ Company Accounts
✓ Business Advisory & Tax Planning
✓ Auditing & Assurance
On every call
What we ask on every accountancy call
You decide the questions. Most practices start with the list below. Our receptionists take details only: they never give tax, accounting or financial advice, and never discuss a client’s affairs.
✓ New or existing client?
✓ Sole trader, partnership or company?
✓ Service needed
✓ Any deadline mentioned
✓ Business name
✓ Full name and contact details
✓ Which accountant they want
✓ Best number to call back
✓ Best time to call back
Busy seasons
Ready for your busy seasons
January deadline season
Self-assessment season brings a flood of calls. Plans are monthly rolling, so you can move up a plan for the busy months.
Client calls routed
Existing clients are recognised and their messages go to the accountant who handles their work.
Confidential handling
We take only what you ask for and never discuss a client’s affairs with anyone else.
How it works
Simple to set up
01
Tell us your rules
Your greeting, common questions, and what counts as a genuine emergency.
02
Divert your number to us
Set up simple line forwarding without changing your public phone numbers.
03
We answer in your business name
Callers receive a polite, professional reception that reflects your firm's standards.
04
Details passed on as soon as possible
Call notes, prospect details, and urgent messages are passed to you by email as soon as possible.
Built for accountancy & financial practices
Features that matter to your business
Confidential call handling
Receptionists trained to treat financial information with appropriate discretion.
Seasonal capacity flexing
Extra capacity during January and other deadline periods, scaled back down after.
New client enquiry capture
Service needed, urgency, and contact details recorded accurately.
Existing client routing
Calls routed to the correct advisor or partner, not treated as a cold enquiry.
Simple call diversion
No new phone or hardware just divert your existing number to us.
Message delivery
Full call details by email or text as soon as possible.
Hours and prices
Clear hours, simple pricing
Monday to Saturday
We answer Monday to Friday, 9am to 6pm, and Saturday, 10am to 4pm. We are closed on Sundays and do not offer an overnight or 24-hour service.
Starter, £29.95 a month
Up to 20 calls a month, answered live in your business name.
Growth, £49.95 a month
Up to 50 calls a month, then £1.50 per extra call. Every plan starts with a 14-day free trial: no card needed, no setup fees, monthly rolling.