AI Receptionist and Answering Service for Accountants
Stay with the client. Frontly handles the next call.
Answer service questions, book consultations and take clear messages while client work continues. Frontly includes a booking calendar for a solo accountant or small practice.
A front desk for a practice without a receptionist
Frontly is an AI receptionist and answering service for accountants and bookkeepers. It answers client calls, books meetings in its own calendar and keeps messages in one inbox. Separate scheduling software isn't required to start managing appointments.
Give routine inquiries a useful first answer
Frontly answers from the practice information you provide, leaving you more room to concentrate on client work.
- “Do you help self-employed clients?”
- “Are you taking new clients?”
- “What should I bring to my appointment?”
- “How much is an initial consultation?”
Book the consultation during the call
Frontly checks availability and books the meeting in its built-in calendar. Capture the service needed and the reason for the appointment before the client arrives.
- Introductory meetings for prospective clients
- Tax and bookkeeping appointments
- Separate calendars for bookable team members
Frontly calendar
Initial consultation
Thursday, 10:00 am
- Customer
- Alex
- Notes
- New-client inquiry
Keep client messages ready for follow-up
A missing document, an invoice question or a request for a callback can wait in a clear message rather than interrupt a meeting. See who called, what they need and who the message is for.
Read the call summary or transcript for context, then mark the message resolved after following up. Choose email notifications for the person or inbox that handles it.
Customer requests a callback
Message and call summary ready to review
Keep professional questions with the accountant
Frontly handles reception using the information and rules you provide. Questions that need professional judgment can become a message or reach an approved contact.
HEAR IT FOR YOURSELF
Hear it book a client now
Make an example call about arranging a consultation. Hear the conversation before deciding how Frontly should handle calls for the business.
- Frontly
Good morning, thanks for calling the practice. How can I help?
- Caller
I need someone to handle my return this year. I have a rental property now.
- Frontly
I can book you with an adviser. Are you an existing client, or is this your first time with us?
- Caller
First time. My name is Alina.
- Frontly
Thanks Alina. An individual return with a rental property is a forty five minute first appointment. I have Tuesday at 10 in the morning.
- Caller
Tuesday works. Do I need to bring anything?
- Frontly
Your income statements and the rental income and expense records. I have emailed you the same list so nothing gets missed.
- Name
- Alina
- Type
- New client, individual return
- Time
- Tuesday, 10:00 AM
- Escalated
- No
Thanks for calling, Alina. Take care. Goodbye.
Your script, your appointment types and your escalation rules are yours to set in the visual builder.
INTEGRATIONS
Already using practice software?
Check the accounting integrations for the system and meeting actions the practice needs. You can evaluate a required connection before choosing how to start.
Accounting
Integrations support Frontly's reception and caller follow-up workflows. Available actions depend on the connected software and your setup.
Not on the list, or need a specific workflow? Tell us what you use and what you'd like Frontly to handle. We'll check what's possible.
FAQ
Frequently Asked Questions
Yes. Use the built-in booking calendar and message inbox to handle reception while you work with clients.
No. Frontly has its own calendar. If meetings must appear in an existing practice system, check the relevant integration and supported actions.
Yes. Bookable team members can have separate resource calendars in Frontly.
Yes. Capture who the message is for and the reason for the call, ready for follow-up.
Yes. Frontly can work alongside reception, during busy periods or outside office hours.
Frontly handles reception. Set the workflow to pass questions needing professional judgment to the accountant or take a message.
Give client work the attention it needs
Keep calls answered, meetings organized and messages ready for the next available moment.