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ACCOUNTING

Accounting answering service

Give clients a helpful first response while your team stays focused. Hello Noreen is an AI accounting answering service for routine questions, new enquiries and callback requests.

Done for you with Growth · No setup fee · Top up as needed

Get an accounting answering service

We create and customize your AI receptionist during your seven-day free access period, connect your supported business tools, and tailor it to capture service enquiries, administrative questions and callback requests.

You get 1,000 AI calling credits to test it and stay in control of your setup.

Growth: $99/month after seven days unless cancelled. Card required. PayasYouGo is DIY, with optional $99 setup.

See pricing ↗

Try it free

View pricing

Try your own business questions and review the answers and captured details. See Pricing for current trial details and usage charges.

Hello Noreen

Example client enquiry

Could we talk about bookkeeping?

Client enquiry: New client · bookkeeping
Details to collect: Contact · callback preference

Ready for your team to follow up

Know who is calling and what they need.

Use your approved firm information to answer routine questions and collect the reason for each call. Separate a new consultation enquiry from an existing client’s callback request, so the right person can follow up.

Keep client work moving

A ringing phone can interrupt a client meeting or a piece of work that needs your full attention. Noreen gives callers and website visitors a way to get routine information or leave a useful message.

Answer from your approved hours, location and services.
Ask whether the caller is a new or existing client.
Capture a brief reason for the call and callback details.

See how Noreen works

Start the next conversation with context

A bookkeeping enquiry needs a different follow-up from a message for an existing adviser. Ask about the service the caller wants, then leave the professional discussion to your team.

Service of interest, such as bookkeeping or tax preparation.
Preferred contact details and time to hear from you.
The team member requested, where relevant.

Cover calls while your team is busy

EXAMPLE ENQUIRY · NOT A LIVE CALL

New bookkeeping enquiry

“I run a small business and would like help with bookkeeping.”

Caller

New prospective client

Service

Bookkeeping enquiry

Contact

Name and preferred callback details

Your team discusses the business’s needs and whether the firm can help. No advice, engagement or appointment is confirmed.

Keep advice and documents with your team

Noreen handles the first enquiry; your professionals handle advice and client-specific questions. Keep the intake short, without asking callers to upload financial documents or share account credentials. Your team can explain the appropriate secure process when they follow up.

A clear starting point during your busy season

When meetings and deadlines fill the day, separate new-client enquiries from messages for an existing adviser. Configure the information you need for a callback and the wording for calls outside office hours. Test a bookkeeping enquiry, a consultation request and a client asking for their adviser. Keep documents and professional advice out of the initial intake.

Integrations

Native and custom integrations

Outlook

Gmail

Google Calendar

Google Sheets

n8n

SMS

VoIP telephony

SIP

Questions about answering calls for accounting firms

What does an accounting answering service do?

It answers routine questions and captures messages when your team is busy. Hello Noreen uses AI and the firm information you approve to help callers take the next step.

Can it distinguish new enquiries from existing clients?

Yes. Set it up to ask which applies and capture a short reason for the call. That helps your team decide who should follow up.

What information should it collect?

Start with the caller’s name, contact details, service of interest and a brief message. Keep the initial enquiry separate from sensitive financial records or account access details.

Can it give tax or financial advice?

Advice and client-specific questions stay with your qualified team. Noreen can answer approved administrative questions and capture a callback request.

Can a caller request a consultation?

Yes. Noreen can collect the service of interest and preferred contact time. Your team reviews the request and confirms any appointment.

Can it answer questions about our services?

Yes, from the information you provide. Include the services you offer, office hours and how new enquiries are handled. Try your common client questions and review the answers before activating the setup.

Can it collect messages for a particular accountant?

Yes. Ask for the team member’s name, the caller’s contact details and a brief administrative message. Your firm decides who follows up. Noreen should not disclose client records or imply that the caller’s identity has been verified.

Can it tell clients whether a return or filing is complete?

Only use current information that your firm has explicitly approved for that purpose. Otherwise, capture a callback request for the responsible person. Do not infer filing status, deadlines met or advice from a general enquiry.

Talk to our team about your setup

Try it with the calls your firm receives.

Try a new bookkeeping enquiry, a message for an adviser and a request for a consultation. Check the captured details and make sure sensitive records and advice stay in your firm’s established process. See Pricing for current trial details and usage charges.

Try it free

View pricing