Quarter-end call surges. Client queries while you're in a review. Tax season overflow that swamps your receptionist. CallSorted handles every inbound call to your practice — professionally.
Every quarter-end, call volume triples. Your receptionist is overwhelmed. Clients on hold give up. BAS queries go unanswered and deadlines get missed.
You're in a client review or preparing financials. New enquiries and existing client calls stack up — and some won't call back.
A business looking for CFO-level advisory or a high-net-worth individual seeking tax planning is worth tens of thousands in fees. They won't wait on hold.
One receptionist for six accountants means calls go unanswered at peak times. Clients who can't get through start looking for a more responsive firm.
The top reason clients leave their accountant: "I couldn't get hold of them." Responsiveness is a competitive advantage — or liability.
Clients realise they've missed information for their BAS at 8pm. If nobody answers, they panic — and sometimes switch to a firm that's easier to reach.
Trained on BAS, tax returns, payroll, advisory, and SMSF — routes every query correctly without requiring your team to triage calls.
Connects to MYOB Practice, Xero Practice Manager, HandiSoft, and BGL. Client records updated automatically.
Partners using CallSorted save an average of 4.2 hours per week on call management — time redirected to billable advisory work.
Book a 15-minute demo. We'll show you how CallSorted handles your quarter-end surge, client queries, and new business calls.
Book a 15-minute demo →