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CallsCovered · Plugins · Accountants and financial services

Plugins for accountants and financial services.

Tax deadlines, HMRC letters, insurance claims and policy changes, taken and passed on properly. Each plugin is set up around how your business works, and when you need something that isn’t here, one of our developers builds it for you.

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Ready-made pack

Ready-made pack

Accountancy

Tax deadlines, HMRC letters, payroll and documents, passed to the right person.

Included7 pluginsSet up this pack ›
  1. Tax deadline answersFreeAnswers when Self Assessment returns and payments are due.
  2. Worried about an HMRC letterFreeReassures clients worried about an HMRC letter and logs the deadline for your team.
  3. Making Tax Digital enquiriesFreeAsks sole traders and landlords the right questions about Making Tax Digital.
  4. Payroll queriesFreeLogs payroll queries for the bureau, with pay problems passed on at once.
  5. Document upload linkFreeTexts callers your secure link for sending documents.
  6. Xero client notesFreeAdds a note of each call to the client’s contact in Xero.
  7. Payment fraud warningsFreeWarns that you never change bank details by phone or email, and flags anyone who asks.

Plugins for accountants and financial services

17 made for accountants and financial services, and 38 for every business.

Mortgage and insurance enquiriesEnquiries for your advisers, in your own approved compliance wording.FreeFCA register checkWhen a caller asks whether you’re regulated, your receptionist checks your live status on the FCA register.FreeXero client notesWhen an existing client calls, a note of the call is added to their contact in Xero.FreeKarbon client notesCalls from your clients are noted on their timeline in Karbon.FreeIgnition clientsNew client enquiries become clients in Ignition, ready for a proposal.FreeTax deadline answersAnswers when Self Assessment returns and payments are due, and passes anything about the caller’s own tax to the team.FreeMaking Tax Digital enquiriesSole traders and landlords asking about Making Tax Digital for Income Tax are asked the right questions for your team.FreeWorried about an HMRC letterClients worried about an HMRC letter are reassured, and the letter type and deadline are logged for the team.FreePayroll queriesEmployer and employee payroll queries logged for the bureau, with pay problems passed on at once.FreeCustomers who need extra supportNotices when a caller may need extra support (bereavement, illness, money worries) and, with their agreement, notes how to help.FreeComplaints for financial firmsComplaints logged properly for FCA-regulated firms, with the 8-week response and Financial Ombudsman Service explained.FreeInsurance claims (first notice)New claims taken properly for brokers: what happened, when, injuries and other parties, and urgent ones passed on.FreePolicy changesMid-term policy changes taken for the broker, making clear nothing changes until it’s confirmed.FreeEnquiry qualifyingYour own questions asked about every new project, so enquiries are ready to act on.FreeDocument upload linkTexts callers your secure link for sending documents.FreeNo advice safeguardMakes sure your receptionist never gives legal, tax, investment or mortgage advice, in words your regulator would expect.FreeSafe contact checkFor sensitive calls (family breakdown, domestic abuse, debt), asks how and when it’s safe to contact them.FreePayment fraud warningsWarns callers that you never change bank details by phone or email, and flags anyone who asks.FreeExtra support for callersSpots callers who need more help, slows down and keeps it simple, and offers a call back from a person.FreeStaff absence lineYour staff ring your usual number to call in sick, and the person who arranges cover gets a text straight away.FreeService areaChecks the caller’s postcode before booking a visit, and turns away jobs outside the area you cover.FreeHome Report requests (Scotland)Scotland only: buyers and solicitors asking for a Home Report are told how to get it, and the request is logged the same day.NewFreeLoop valuation requestsSales valuation call backs arrive in Loop as valuation requests, ready to book the appraisal.NewFreeAutotask ticketsIT support calls become Autotask tickets for the caller’s company.NewFreeMicrosoft BookingsYour receptionist tells callers when you’re free and texts them your booking page.FreeCal.com bookingsYour receptionist tells callers your next free times and texts them your booking page.FreeData requestsRequests for a copy of someone’s personal data, or to delete it, are logged with the date, so the one-month deadline isn’t missed.FreeCalendly booking linksTexts callers a one-time Calendly link to book a consultation at a time that’s really free.FreeCall recording noticeTells every caller that an AI assistant answers and a written record is kept, and deletes it for anyone who says no.FreeMarketing consentAsks callers if they’d like offers by text or email, one question each, and keeps a record of every yes.FreeBookwhen classesTells callers which of your Bookwhen classes and events have space, and texts them your booking page.FreeGift Up vouchersChecks a gift voucher’s balance and expiry mid-call, and notes the code on the booking for your team.FreeSmart routingYour own rules for who hears about what: a caller who mentions a topic is passed straight to the right person.FreeConversion trackingShows which of your ads bring real customers, by reporting the bookings and enquiries your receptionist wins.FreeEmail notificationsEmails your team about each booking, call back and urgent call, from your own email service.FreeUrgent escalationPages your on-call team when a caller has an emergency, through the on-call tool you already use.FreeHelpdesk ticketsOpens a ticket in your helpdesk for each call back and urgent call, and closes it when you mark it done.FreeTask listTurns call backs and urgent messages into tasks in the tool your team already plans its work in.FreeSpreadsheet logAdds a row to your spreadsheet for every booking, call back, enquiry and call.FreeDaily summaryA short round-up each day of bookings, cancellations, call backs and urgent calls.FreeCalendar syncKeeps bookings off times you’re busy, and puts every booking in your own calendar.FreeBooking depositsTexts a secure Stripe deposit link after a booking, with payment going straight to your account.FreeAppointment remindersTexts people before their appointment, so fewer forget to turn up.FreeCancellation listWhen someone cancels, the slot is texted to people waiting for an earlier one.FreeReview requestsAsks people how their visit went, and sends the happy ones your review link.Text messagesAnswers texts sent to your number, and lets people reply to your reminders.FreeEmailReads your inbox and answers new emails, for you to approve or sent automatically.FreeWhatsAppAnswers WhatsApp messages from your own WhatsApp account.On requestTeam alertsPosts bookings, callbacks and urgent calls to your team’s chat.FreeOn-call rotaTexts the person on call straight away when a caller says it’s urgent.FreeCRM syncAdds enquiries, call backs and bookings to your CRM without duplicate contacts.FreeAccessibility needsTells callers about your step-free access, parking, hearing loop and interpreters, and asks if they need anything.FreeRunning lateWhen clients call to say they’re running late, tells them your rule and lets your team know straight away.FreeDiscounts and concessionsTells callers about your student, NHS, Blue Light or over-60s discounts and the proof they need.FreeWebhooksSends every booking, callback, enquiry and call summary to your other tools.Need something else?One of our developers builds plugins for your business. Tell us what you’d like it to do.Arrange a call

Custom plugins

01

Tell us on a call what your business needs: the tool you use, or the job you’d like your receptionist to do.

02

One of our developers builds a plugin for your business, scoped with you in writing before anything is signed.

03

It works like every other plugin: set up in your dashboard, and you can switch it off any time.

Need something that isn’t here? Tell us what you use and what you’d like it to do. One of our developers will build a plugin for your business.

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