Virtual Receptionist for CPAs & Accountants

The Best Answering Service for Accountants

When you choose our accountant answering service, you can simply put your missed call worries to rest.

They have been the best asset I have added to my business in years. The value is immeasurable. I recommend their services 100%.

James H Owner, CPA Firm

We chose them based on reputation, price, and service offerings. Their attention to detail and timely communication are most impressive.

Leah N Managing Director, Marketing & Design Agency

Having them helped me greatly with being able to provide a higher level of customer service and everybody at Abby Connect has been wonderful.

Dominique S Escrow Fund Director

I’m a solo person in here and they’re very vital for my business when I’m not here doing other things for the business.

Josh C Owner, Legal Document Services

There’s been a huge reduction in stress for me and it has really helped me to focus on what’s important rather than what’s not important.

Chris C CEO, Property Management

Customer service nowadays is pretty hard to find. That’s what impresses me the most about Abby Connect – how focused they are on customer service.

Steve B Manager, Real Estate Business

Simplify Your Complex Accounting Office Needs

Appointment Scheduling

Bilingual Receptionists

Customized Client Intake

Custom Answering Hours

Dedicated Receptionist Team

Call Announcement & Transfer

Dedicated Success Manager

Voicemail Solutions

Custom Transfer Tunes

Answer FAQ's

Call & Text from App

Unlimited Users

A scheduled appointment can mean the difference between a done deal or a satisfied client, and a doubtful prospect. Your team can book appointments using a program that offers integrations with Outlook and Google. Call us for more details on your scheduling options.

Abby Connect helps you deliver exceptional customer experiences for your Spanish-speaking callers as well. Every Abby Connect team features bilingual receptionists who help build trust and confidence with your Spanish-speaking customers from their very first call.

We don’t expect your intake needs to be the same as the next firm. Customize what information we gather, so we can ensure you have everything you need to qualify, prioritize, and assist your clients!

We are always open! Your team of receptionists can be available whenever you need them. Whether you require standard business hours, 24/7/365, or somewhere in between, we are here for you and your callers.

No one likes to reach a call center. This is why we only have a small, dedicated team of receptionists answering your calls. You and your callers will become very familiar with the receptionists answering your calls, as they will with you. They soon will truly be an extension of yourself and your team!

Don’t get caught off guard with a call you didn’t want. Your team of receptionists will screen all your calls. We will announce who is calling and why, and you can either accept or decline the call! Never take a call you don’t want!

We take all the hard work out of your phone answering operations. You will have a single person overseeing your Abby Connect account, who you can contact directly, and a Team Lead for your receptionists who help implement changes quickly and ensure your callers are receiving top-quality care.

Prefer voicemails over written message? Not a problem! We offer custom voicemail solutions included in your plan. You can have one general voicemail box, or a box for each staff member. The choice is yours! We also offer voicemail transcription through IBM Watson.

Express yourself and your accounting firm through custom transfer tunes. Want to sound more professional, or more fun? There’s surely a tune that fits you. You can choose one of our default tunes, or bring your own!

Clients and callers typically have questions. When you aren’t available for a call to provide all the details, don’t let your caller get frustrated waiting for answers. Your receptionist team can have information about common questions asked on hand to better help your clients and offer a much better customer experience.

The AbbyGO Mobile App allows you to make and manage your calls from anywhere! With the tap of a button, you can review your calls and receptionist messages in real-time, set your availability and call handling, make free outgoing calls from your business phone line, and send and receive texts. Managing your accounting firm remotely or on-the-go has never been easier.

Your call volume doesn’t dictate your company size. No matter what plan you are on and the size of your company, we can help. There is no limit to the number of team members you can have as contacts on your account and who can receive calls and communications from your receptionist team.

legal receptionist

Abby is Always Available and Ready to Help

There’s no need to try to save money on personnel expenses by answering your own phone, sacrificing billable hours. Instead, let Abby Connect handle your calls so you can spend more time handling the issues that require your accounting expertise.

  • Promptly Answer Calls Live Within 2-3 Rings
  • Available for Full-time Use, Part-time or Overflow
  • Extended Hours, Weekend Live Answering, and 24/7 Answering Available
“They have been the best asset I have added to my business in years. I recommend their services 100%.”

Abby Connect has been a true gift to me since last tax season. The professionalism and courtesy they extend is well reported by my clients. They have also given me so much more time to complete my work without being interrupted by phone calls. I truly think they have been the best asset I have added to my business in years. The value is immeasurable. I recommend their services 100%.

James H, Owner, CPA Firm
Murieta, CA
legal person 2

Obtain Accurate Information

Recording data and customer details are one of the most crucial aspects of running your business. Our virtual receptionists maintain the privacy and confidentiality of your accounting customers and collect the data that you need to offer exceptional accounting services.

  • Bilingual Customer Support, Offered in English and Spanish
  • Detailed Call Notes, Call Screening and Form Fills
  • Obtain Accurate Personal Data on the First Call, Not the Follow-up Return Call

  • An Entire Virtual Receptionist Team for Less Than the Cost of a Part-time Assistant!
  • Total Call Management Solution for a Private Firm
  • Custom Call Handling, Tailored for Boutique Firms
  • Effective Call Screening According to Your Prescribed Procedures
  • Distinguish Yourself From Your Peers, and Gain a Competitive Edge
  • Delegate Routine Inquiries About Your Business and Services

Virtual Receptionist for CPAs & Accountants

Super Simple Prices

100 Minutes

$279

Per month / $2.79 per minute

Free 14-Day Trial

200 Minutes

$499

Per month / $2.49 per minute

Free 14-Day Trial

500 Minutes

$1089

Per month / $2.18 per minute

Free 14-Day Trial

Answering Service for CPAs

Frequently Asked Questions

How do I receive my messages?

Receive your messages where you want them. We can email them, send them as a text message (SMS) to your phone, and even send them as a pop-up notification to the AbbyGO mobile app.  We can also send them to multiple contacts in your company if you so choose.

What’s the difference between an answering service and a virtual receptionist?

The stereotypical answering service lacks a personal touch. The receptionist will only be able to do absolute basic tasks, such as answer your calls and perhaps cold transfer the caller to you. A virtual receptionist helps you with much more, upholding your company’s image and branding on each call as if the receptionist was right in your office. Your virtual receptionist will answer, screen your calls, transfer your desired calls, take down messages, and interact with your caller as you specify. The real difference between a typical answering service and a virtual receptionist like Abby Connect is that you can trust that the frontline of your business is in well-trained hands.

What if I’m unavailable to take the call?

That’s what we’re here for! Whenever you are unavailable, Abby Connect virtual receptionists can take a message to send to you, offer callers your voicemail box, or try another contact you’ve designated at your organization. Psst, we can also transcribe your voicemails and send them directly to your inbox.  Regardless of the method, we’re here to be customized to your business needs.  There are a lot of different options – just ask!

Can you make outbound calls on my behalf?

Need to confirm your appointments for the following workday? Have vital information you need to gather or relay to a client? Abby Connect virtual receptionists can help lighten your load. These calls are billed along with your monthly plan, and use your phone number as the outbound caller-ID. Our receptionists are able to make 8 outbound calls per hour and will respond to you with the outcome of each call.

Is there a long-term contract?

Not at all! Initially, you are able to cancel within the first 30 days without any notice. After those initial 30 days, we do require a 30 day cancellation notice to smoothly transition out of live answering your calls.

What if I want to adjust my plan?

It’s not a problem to adjust your plan, mid-service. Just give a quick call or email over to your account manager to make the switch. We’ll prorate it for you.