Calls interrupt client work
A call during a set of accounts or a client meeting is hard to pick up and easy to miss.
Accountancy firms
An AI receptionist for accountancy firms
For firm owners, accountants, bookkeepers and practice managers. Desk23 answers the firm’s phone, shares the service information you have approved, and takes the details of anyone who wants to speak to a person.
The phone cuts across client work
New clients need a response
A prospective client often calls once. If nobody answers, the enquiry can end there.
The same questions
What the firm does, who it works with and how to arrange a conversation come up again and again.
Deadline weeks
Call volume rises when people are worried about filings, just as the team is at its busiest.
Consultation requests
Someone wants a time with an accountant, not an answer made up on the spot.
What Desk23 does for a firm
Desk23 answers according to the routing you configure. Many firms start by sending it calls when staff are unavailable.
Approved service information
Describes the services you have written down, without adding advice.
Prospective-client details
Captures name, number and how to reach them for follow-up.
The reason for the call
Records the enquiry so an accountant knows why the person called.
Consultations
Arranges a conversation where appointment handling is enabled for the firm.
Confirmations
Sends a text where SMS is set up.
Escalation
Passes complex questions to your team following your instructions.
It does not give advice
Desk23 does not provide personalised tax, accounting, legal or financial advice, and it does not promise a tax outcome, a fee or a filing deadline that the firm has not approved.
On those calls it records the question clearly and passes it to your team. Please do not send tax records or passwords through our website forms.
An example call in deadline week
A caller asks whether their return will be filed on time and what it will cost. Desk23 does not answer either question. It takes their details and the subject of the call so the firm can respond.
If they ask what the firm offers and whether a consultation is possible, Desk23 answers from your approved information and, where booking is enabled, arranges one.
Questions from accountancy firms
Can Desk23 answer the firm’s phone while accountants are in client work?
Yes, when your telephone routing sends those calls to Desk23. The receptionist answers, describes your services from the information you have approved and takes the caller’s details.
Can it book a consultation?
Yes, once appointment handling is enabled for your firm. Otherwise it records the request so someone at the firm can follow up.
Will it answer tax questions?
No. It does not give personalised tax, accounting, legal or financial advice, and it does not promise a tax outcome, a fee or a filing deadline. It records the question and passes it to your team.
What about calls around tax deadlines?
When your team is busy, Desk23 takes the caller’s details and the reason for the call so nothing is lost. It never commits the firm to a deadline or an outcome.
Desk23 covers the phone and the advice stays with your firm. More questions about Desk23
See Desk23 answer for your firm
Book a personalised demonstration. If Desk23 is right for your business, we will set up your account and start your 14-day trial.