Designed to handle
- Approved service and process questions
- High-level enquiry qualification
- Practice-defined priority signals
- Connected consultation bookings
- Structured staff handover
Voice AI for accounting and tax practices
Let the practice work. Keep the enquiry moving.
Callsign can qualify new-client enquiries, answer approved process questions, apply practice-defined priority and book the right consultation—without repeatedly interrupting accountants and support staff.
Yes, keep your current phone number.
Your customers call the same number. Conditional call forwarding lets Callsign answer when you are busy, do not answer or are unreachable, where supported by your provider.
How it works with your phone setup →Hear how Callsign handles a customer call.
Hear a new-client BAS enquiry move through the practice’s intake questions to a booking confirmation. Your practice’s questions and next steps are configured with you.
Accounting example 2 min 29 sec
Read the transcript
Transcript of the recording. Only “zero four” is retained from the phone number in the demo audio.
Receptionist Thanks for calling A One Accountants. This is Eva. How can I help today?
Caller I want to talk to an accountant.
Receptionist I can help with that. May I ask what you need help with today?
Caller Business activity statement lodgment.
Receptionist Thank you. Are you an existing client, or would this be your first time working with us?
Caller First time.
Receptionist Thanks for letting me know. Is the BAS for a company, a trust, or a sole trader business?
Caller Company.
Receptionist Thank you. Do you have any investment properties in the company?
Caller No.
Receptionist Have you bought or sold any shares, or done any trading in the company this financial year?
Caller No.
Receptionist Does the company have an SMSF, a self-managed super fund?
Caller No.
Receptionist Thanks for confirming those details. When would you like to book your BAS lodgment appointment? Is there a day this week that suits you?
Caller As soon as possible.
Receptionist This will just take a sec. The earliest BAS lodgment appointments are tomorrow, Friday the 6th of November. I can offer 9 am or 9.30 am. Which would you prefer?
Caller 9 am.
Receptionist Great. Could I please have your full name for the booking?
Caller John Smith.
Receptionist Thank you, John. I just need to confirm your best contact number. You’re calling from zero four [remaining digits removed]. Is that the best number to reach you on?
Caller Yes.
Receptionist One moment. This will just take a sec.
Receptionist You’re all booked in for your BAS lodgment appointment, Friday the 6th of November at 9 am. The meeting will run for about 30 minutes. You’ll receive an SMS confirmation shortly.
Receptionist Just to confirm, your name is John Smith and your contact number is zero four [remaining digits removed]. You’re a new client and this is for a company BAS lodgment with no investment properties, shares or trading and no SMSF. Take care. Bye.
What would a useful call achieve in your business?
Tell us what the caller needs and what should happen next.
A ringing phone competes with fee-earning work.
The caller still needs a professional first response, but the person answering may need to interrupt accounts, advice preparation or a client meeting.
- New tax enquiryEstablish the entity, matter, timing and practice-defined fit before the callback list reaches staff.
- Existing clientUse permitted customer context to personalise the greeting and route an approved request.
- DeadlineCapture a response or lodgment date and apply the practice's priority rules without providing tax advice.
- AppointmentOffer available times and confirm a consultation when the connected appointment system accepts it.
An example accounting workflow.
The exact questions are designed for the practice. Four questions are an example of how business logic creates value, not a fixed Callsign template.
Identify the relationship
Ask whether the caller is an existing client or a new enquiry so the right information and next step can be used.
Understand the matter
Collect the entity type, high-level issue and other approved qualification details without crossing into advice.
Capture urgency
Ask for an official response date or other practice-defined timing signal and record uncertainty clearly.
Complete the next step
Book a suitable consultation through the connected system or prepare a prioritised callback for staff.
A callback list the team can act on.
The outcome is structured around the practice's decisions, not a transcript staff must read from the beginning.
Illustrative accounting outcome
New business enquiry with a known deadline
The caller is a company with two overdue BAS and an ATO response date next Friday. The desired new-client consultation is available in the connected calendar.
No TFN, identity document or financial account information is collected in this illustrative workflow.
Useful boundaries for a regulated practice.
Callsign supports the intake and service process. The practice remains responsible for identity checks, professional advice and client acceptance.
Kept with the practice
- Tax, BAS or financial advice
- Proof-of-identity verification decisions
- Sensitive documents over insecure channels
- Final client acceptance and engagement terms
- Judgement outside the agreed workflow
Keep nominated clients and matters in view.
Your AI-prioritised callback list helps your team decide who to call back first. Your practice can save an important client’s phone number or a phrase such as “business acquisition”. After a call is processed, a matching number or phrase flags it in your prioritised callback list, with a reason your team can review.
Illustrative example: a caller mentions “business acquisition” while your team is focused on client work. The matching call enters the priority group; a configured SMS can provide a short summary to your nominated contact.
How your callback list is prioritisedThis complements your practice’s qualification questions. A match does not establish client value, determine tax urgency or replace professional judgement.
Matching calls appear ahead of other open calls, newest matches first. Staff decide what to act on. Alerts require configuration; timing depends on processing and delivery.
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Which accounting call should stop interrupting the team?
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