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Account answering service that picks up on the first ring
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.
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How it works
Set up your accounting answering service in minutes
No one likes getting sent to voicemail. Give your customers a better experience.
We answer every call on the first ring
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.
You get the details by email or text
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
What is an accounting 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
Integrations for financial advisors
Connect your AI receptionist to the CRM and client management tools your advisory practice depends on
Finance phone answering service
Everything that accountants and finance firms need to answer calls.
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.
Benefits of a finance answering service
Why accounting firms choose Upfirst
Learn how firms big and small use our financial answering service to grow.
Answer every call, even in busy season
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.
Give new clients the attention they need
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.
Know what every call is about before you respond
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.
Straightforward to set up, easy to tweak
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
How to get started with our accounting answering service
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.
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Step 01
Set up
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).
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Step 02
Testing
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.
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Step 03
Go live
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
What types of finance companies use our accountants answering service?
Finally, an answering service that understands financial professionals and helps you serve clients 24/7.
Accountants and CPAs
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.
Financial advisors
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.
Banks and lenders
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.
Finance answering service FAQs
Have a question about whether or not Upfirst is right for your firm? Get in touch with our team.
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Yes. Upfirst supports more than 30 languages and can switch automatically based on the caller. Transcripts can also be translated into your preferred language.
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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.
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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.
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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.
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Yes. Upfirst can schedule appointments by connecting directly to Google Calendar, Outlook, Acuity Scheduling, or Calendly. It can also send callers a link to your booking page or collect the details so you can follow up later.
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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.
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Yes. You can set up team specific alerts so staff members get notified when a caller asks for them or needs their help.
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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.
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Yes. Upfirst can schedule appointments by connecting directly to Google Calendar, Outlook, Acuity Scheduling, or Calendly. It can also send callers a link to your booking page or collect the details so you can follow up later.
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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.
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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.
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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.