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Accountants: How A Live Virtual Receptionist Will Make Your Next Tax Season Easier

Tony PrietoMay 18th, 2022

Take a breath, accountants: we’re out of tax season. That means the bulk of your work is over. You’ll still get some headaches; hopefully you have some clients to hold you over, perhaps with tax issues or back taxes. 

But for the most part, you can put your feet up and relax. You’ve earned it, after all. And when you’ve done your relaxing and are ready to get back to work, you should start preparing for next year’s tax season. After all, it’s the busiest time of the year; you should work as hard as you can now to make sure next year is easier.

If you want to make sure your next busy season is even better than this year’s, you should invest in a financial answering service like Ring Savvy’s. Our team of live virtual receptionists will help you capture more customers and handle all that work with less headache. If you’re wondering how, below we discuss how a live virtual receptionist will make your next tax season easier.

We’ll Handle Your Calls So You Can Handle Your Work

Every year, from the end of the winter holiday season till the middle of April, your schedule is packed full with clients who all need your help. Some need more work than others, but that reality is lost on your clients. You’re probably swamped with phone calls from people not-so-patiently awaiting their taxes so they can file and promptly forget. 

Each of those phone calls slows you down just a bit, which can add up over the whole of the season. With quality message-taking from our team of live virtual receptionists, you can be sure you’re always up to date with your clients’ concerns while still being able to focus on your work. Your virtual receptionist will greet your customers and let them know you’ll get back to them as soon as possible. 

At the end of every call, you’ll receive a summary of the conversation, the caller’s personal information, and the new client intake from every call in your text or email inbox, so you can follow up with any clients who have urgent concerns. By simply reviewing your inbox, you’ll be able to tell which clients’ concerns need to be addressed with a phone call, and which can just be a quick text message, saving you time all season long.

Our Receptionist Team Will Make Sure Your Schedule Is Full

If you’re not sure about leaving your phone completely in the hands of your live virtual receptionist, our service can be set up to support you. With overflow call handling, our virtual receptionists will only pick up calls on the third or fourth ring, always giving you a chance to handle things yourself. In addition, you can have your virtual receptionist reach out to you when new clients call so that they can transfer the call to you. That way you can give new leads the personal touch they expect from your business.

Unfortunately, you can’t handle all of your new client callers yourself and get all your work done. In tax season, those new client callers are in a hurry. If you can’t answer their calls, they’re going to call another accountant, or maybe one of the big firms with armies of receptionists.

With a live virtual receptionist to answer all your calls, you won’t have to worry about handling every new client. If you’re busy, your virtual receptionist can perform new client intakes, taking down all the information you need to capture the client on your follow up and sending it to your text or email. Once new leads have described their tax issue and been personally assured that you’ll get back to them as soon as possible, they’ll feel like they’ve already settled on your firm and won’t feel the need to find someone else.

Prepare to Excel Next Year Now With Ring Savvy

If you’re looking for a financial answering service, Ring Savvy’s got the best around. Our live virtual receptionists are friendly, professional, and highly-trained lead capturers. They understand that stellar customer service is key to making sure your business thrives. 

There’s even more our receptionists can do for your firm. If you’d like, they can schedule appointments for new leads who call in. Since you decide the dates and times they can schedule beforehand, you’ll never have to worry about being overbooked. And, all the above features are available in both English and Spanish, allowing you to expand to your local Spanish-speaking market.

Ready to make your life easier right away and be ready for next year’s tax season when it comes? Click here or call 631-363-1000 to sign up for our free trial. For a limited time, we’re offering firms that sign up with our service their first 400 minutes free.