Financial and accounting answering service
Get professional 24/7 professional phone support for your business and scale your business, whether you’re an accountant, investment advisor, or mortgage broker.
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How it works
No one likes getting sent to voicemail. Give your customers a better experience.
Tell us how you want calls handled—whether that’s screening tax prep inquiries, collecting pre-approval info, or qualifying wealth management leads. You control what we say, what info we collect, and how we follow up. It's your firm's calls, just on autopilot.
When you’re heads down in a quarterly review or client meeting, we make sure no call goes to voicemail. Whether it’s a borrower with questions about their loan estimate or an investor reacting to market news, we’re there to pick up instantly with a professional, reassuring tone.
After every call, you’ll get a summary delivered straight to your inbox—including who called, why they called, and any next steps. Call recordings and transcripts are always available, making follow-ups easy and accurate.
Finance answering service
First impressions matter. Whether you’re a bank, a credit union, a financial advisory firm, or an accounting practice, your clients want to feel cared for right from the very first “hello!” But being available to answer every phone call is a difficult thing to balance between client meetings, portfolio management, bookkeeping, or other administrative duties.
Not only does a missed call mean an ignored customer, but it can potentially be a missed opportunity for a new lead. That’s why businesses in the finance industry turn to an accounting answering service.
More than a standard business call center, our finance answering service always ensures that every call gets answered, clients receive instant customer service, every lead gets captured, and appointments get booked. It’s like having a dedicated virtual receptionist who never takes a minute off for you.
Our accountants answering service makes powerful call answering features actually affordable for small businesses, so you can offer 24/7 phone support without spending a fortune.
Enjoy live phone support around the clock. Never miss a client call, even if it’s after-hours or holidays.
Capture every prospect’s information with a friendly pre-screen. Gather all the info you need for lead qualification.
Let callers book meetings with you even when you can’t answer. Keep your schedule full with an appointment booking answering service.
Handle sudden call spikes and holiday closures. Maintain consistent service with overflow reception.
Receive clear, concise messages whenever you can’t answer. Stay in the loop with all the details you need to follow up.
Send callers straight to the right team member every time. Make sure your clients get the help they need.
Connect with callers in multiple languages to welcome a diverse clientele with our bilingual phone answering service.
Get real-time summaries by email or text after every call. Act quickly on new leads and client questions.
Pick your own business number from a range of local or toll-free number options.
Learn how firms big and small use our financial answering service to grow.
Never miss another opportunity again. Whether it’s an existing client with a time-sensitive question about their investment portfolio or a potential customer looking for a financial advisor, you can trust that every call is answered. By being consistently available, you build trust, credibility, and a positive reputation.
Answering every call means more opportunities for capturing leads. Tell us your protocols and guidelines for qualifying leads, and our receptionist will follow your exact directions. While you’re preparing for tax season or staying up-to-date on market trends, we’re helping to make sure your schedule stays busy and maintains a healthy flow of qualified prospects.
Clients will greatly appreciate prompt responses, even if somebody calls in to simply ask, “I was just wondering, how do I even start planning for retirement?” Being able to answer their questions quickly builds trust and can turn them into a potential customer. With prompt service, you’ll keep satisfaction levels high and reduce the risk of a caller drifting to a competitor.
When your team is swamped, our answering service steps in. No more letting calls go to voicemail or juggling staff schedules to handle unexpected surges. Our platform can absorb the extra volume, making sure that no call goes unanswered. This flexibility allows your team to remain calm and productive—even in peak seasons like tax time or end-of-quarter reporting.
quick, easy setup
No complicated onboarding. In just minutes, you can set up a dedicated AI answering service for business to take calls exactly how you want to.
Start by creating an account with us—it’s free to try. Answer a few questions about your finance business, set up a personalized greeting, and choose your AI’s voice. You can use your existing business phone number or choose a new one through our platform (800 numbers are available too).
Next, fine-tune your caller experience. Provide info about your key services and exact call handling instructions—we’ll follow it every time. We encourage you to run a few test calls to ensure the experience meets your standards.
Once you’re ready, it’s time to go live. From that moment on, your accountants answering service handles every call, ensuring your clients hear a professional greeting and receives the support they need, freeing your team to focus on more specialized tasks.
Answering service for finance
Finally, an answering service that understands financial professionals and helps you serve clients 24/7.
Never miss a potential client during tax season or busy periods. Our financial answering service helps you capture new inquiries, schedule consultations, and provide basic information about your services. Perfect for accounting firms that want to maintain a professional presence without being tied to the phone.
Stay responsive in a fast-moving market. Our mortgage answering service handles client inquiries, collects basic application information, and schedules consultation calls while you're focused on closing deals. Give your prospects and clients the immediate response they need when discussing important financial decisions.
Convert more prospects into clients with responsive service. Our accounting answering service professionally handles initial inquiries, schedules consultation calls, and ensures your high-net-worth clients always reach a live voice. Provide the white-glove experience your clients expect while maintaining focus on portfolio management and client meetings.
Have a question about whether or not Upfirst is right for your firm? Get in touch with our team.
Can I customize the greeting and script?
Absolutely. Every company has a unique voice and brand, and it’s important that our answering service matches your tone. From the initial hello to the questions asked during lead qualification, you’re in control. Adjust the script at any time to keep it sounding like you and ensure the information is always up-to-date.
Can I keep my current phone number?
Yes, you can forward calls from your existing landline, cellphone, or VoIP phone number to Upfirst. No need to change phone numbers.
Can your finance answering service connect with my scheduling tools and book appointments?
Yes! Many financial professionals use Upfirst to simplify appointment scheduling. You have two options: we can ask callers for their preferred date and time and pass that along to you or your CRMs via Zapier, or we can text them a link to your booking tool—like Calendly, Clio, or whatever you already use.
Can I listen to call recordings or read transcripts later?
Absolutely. After every call you'll get a summary and a transcript sent to your email. It will contain a link to listen to the full call in your Upfirst account.
Can your virtual receptionist handle basic tax season questions?
Yes, you can easily train your virtual receptionist by adding common questions and answers to its knowledge base. While we don't handle sensitive financial consultations, your receptionist can inform callers about basic matters like deadlines. For more complex inquiries, Upfirst professionally takes messages or routes calls directly to your team members.
How much does your accounting answering service cost?
We've designed Upfirst to be accessible for firms of all sizes. Unlike traditional answering services that charge by the minute and can run hundreds of dollars monthly, our service starts at just $24.95 for 30 calls. This makes professional phone coverage affordable for growing practices.
How do you handle urgent calls?
Upfirst allows you to set custom instructions for identifying urgent requests and VIP clients. When these calls come in, they're immediately routed to the appropriate member of your team, ensuring your most important clients receive priority attention.
Is your accountants answering service able to transfer calls to me or to someone on my team?
For sure. Whether you need calls bumped straight to your cell phone, forwarded to a colleague, or sent to a specific department, we handle it all. Just let us know your preferred transfer rules during onboarding, and we’ll make it happen—no extra set-up required.
Give your firm a client service advantage. Our financial answering service handles every call, schedules consultations, and captures qualified leads, even during your busiest tax season.
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