Upfirst is an answering service for accountants, financial advisors, and planners. It answers calls 24/7, takes real messages, and sends you a summary by text or email.
How it works
No one likes getting sent to voicemail. Give your customers a better experience.
Tell us your business name, hours, FAQs, and how you want scenarios handled. Most firms are set up in under 10 minutes.
When a client or prospect calls, Upfirst picks up immediately. It greets callers by name, answers common questions, collects intake info, and books appointments on your calendar.
After every call, you receive a text or email with the caller's name, reason for calling, and full transcript. No voicemail to check, no callbacks to guess at.
Finance answering service
An accounting answering service handles inbound calls for accounting firms, financial advisors, and CPAs so you never miss a client. Traditional answering services use human operators who work from scripts. Upfirst uses AI that answers on the first ring, 24 hours a day, including weekends and tax season crunch time.
Every call gets a full transcript, recording, and summary delivered to your phone. Your callers get a natural conversation instead of a phone tree. And you get your time back during the busiest months of the year.
For financial planners juggling client reviews and prospects calling about retirement plans, an after-hours answering service means no opportunity goes to voicemail. For accountants drowning in calls from January through April, it means you can focus on returns without worrying about who called.
Integrations
Connect your AI receptionist to the CRM and client management tools your advisory practice depends on
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.
Never miss a call, even during tax season. Upfirst answers day, night, weekends, and holidays.
Already have a receptionist? Upfirst catches the calls they can't. When your staff is on another line or away, calls forward automatically.
Collect name, phone, email, and reason for calling. Ask custom questions specific to your firm. Callers get a conversation, not an interrogation.
Book directly onto your Google Calendar, Acuity, or Outlook. The receptionist checks your availability and confirms the time with the caller.
Takes real messages with full context, not just "someone called." You get the name, number, and exactly what they need.
Route calls to the right advisor, including warm transfers. If they don't answer, Upfirst takes a message and texts you. No dead ends for callers.
Connect with callers in multiple languages to welcome a diverse clientele with our bilingual phone answering service.
Get a text summary after every call. Know who called and what they needed before you call back.
Get a local or toll-free number, or forward your existing line. Your clients call the same number they always have.
Learn how firms big and small use our financial answering service to grow.
Tax season means 3x the call volume. Instead of hiring temps or letting calls go to voicemail, Upfirst handles high call volume during tax season without breaking a sweat. Every caller gets a professional response on the first ring.
New prospects calling about tax prep or financial planning need more than a generic voicemail. Your virtual receptionist collects their details, answers their questions from your knowledge base, and books a consultation if you want.
Call Tagging automatically categorizes each call: new inquiry, existing client, vendor, or urgent. You scan your dashboard and prioritize callbacks in seconds instead of listening to a stack of voicemails.
Most firms go live in under 10 minutes. Add your business info, connect your calendar, and start answering calls. Tweak your setup as you learn what works.
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 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.
An answering service for accountants handles the January-through-April flood without adding headcount. Upfirst collects caller details, answers questions about filing status and deadlines, and books follow-up calls while you work through returns. It works as your call handling backup when things get busy.
An answering service for financial advisors picks up when you're in a client meeting or reviewing portfolios. New prospects get qualified and booked. Existing clients get answers about scheduling or basic account questions from your knowledge base.
An answering service for banks and lenders routes calls to the right department, takes loan inquiry details, and handles after-hours overflow. Upfirst's Memory feature means returning callers don't repeat themselves every time they call.
Have a question about whether or not Upfirst is right for your firm? Get in touch with our team.
Does Upfirst handle other languages besides English?
Yes. Upfirst supports more than 30 languages and can switch automatically based on the caller. Transcripts can also be translated into your preferred language.
Can I use Upfirst only for after hours or overflow calls?
Yes. You control when your accountants answering service is active. You can run it 24/7 or use it just for after hours, weekends, or overflow during busy times. You can set this up in your current phone provider's settings.
Is Upfirst able to answer common questions from callers?
Upfirst can answer questions about your services, pricing, office hours, documents needed, or anything else you add to your knowledge base. You control the information it uses.
Can the AI transfer calls to me or my team?
Yes. Upfirst can transfer calls to any phone number you choose. You can create custom rules for when transfers happen and who they should go to.
Can Upfirst's AI receptionist schedule appointments in my calendar?
Yes. Upfirst can schedule appointments by connecting directly to Google Calendar or Outlook. It can also send callers a link to your booking page or collect the details so you can follow up later.
How much does a finance answering service cost with Upfirst?
Upfirst offers simple pricing for finance businesses. Plans start at an affordable monthly rate of $24.95/mo for 30 calls. There is no setup fee, no contract, and you get a 14 day free trial so you can test the finance answering service before committing.
Can my team receive notifications for callers asking for them?
Yes. You can set up team specific alerts so staff members get notified when a caller asks for them or needs their help.
How does Upfirst handle spam calls?
Upfirst automatically filters out spam calls and you are not charged for unwanted calls, quick hang ups, or any call that lasts less than 15 seconds.
Can it schedule appointments for me into my calendar?
Yes. Upfirst can schedule appointments by connecting directly to Google Calendar or Outlook. It can also send callers a link to your booking page or collect the details so you can follow up later.
What about busy seasons? Can it handle multiple calls or will people be on hold?
Your Upfirst agent can handle multiple calls simultaneously, so no one will hear a busy tone. Every inbound call gets picked up and greeted on the first ring.
Does it remember returning clients?
Yes. The Memory feature recognizes returning callers and greets them by name. It retains context from past calls so clients don't have to repeat their information.
Can callers be transferred to a specific advisor?
Yes. Warm Call Transfers route callers to the right person. If that advisor doesn't answer, the call comes back to Upfirst, which takes a detailed message and texts the advisor with the caller's info.
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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