Focus on the Numbers.
We Handle the Phones.
Your phone rings while you are analyzing financials for a client. By the time you call back, they have found another accountant. Ringlii answers every call 24/7, takes messages, and captures leads so you never lose another potential client.
Why Accounting Firms Lose Clients to Missed Calls
Accounting work demands concentration. Whether you are reconciling accounts, preparing tax returns, or analyzing financial statements, interruptions break your focus and lead to errors. But when calls go unanswered, potential clients move on to the next firm.
Consider the value of a single new client: Monthly bookkeeping clients can represent $500 to $2,000 per month in ongoing revenue. Tax preparation clients return year after year. A business client needing CFO services could be worth tens of thousands annually. Every missed call from a potential client is a significant opportunity lost.
Tax season makes this worse. When you are already stretched thin handling existing client deadlines, new client inquiries pile up. The callers who can not reach you do not wait. They call another accountant. By the time you are free to call back, they have already found someone else.
Hiring a full time receptionist is one solution, but it comes with significant costs. A receptionist salary, benefits, and overhead can easily exceed $35,000 per year. And even then, they only work during business hours. Many people think about their finances in the evening when they finally have time to focus on personal matters.
of callers will not leave voicemails when looking for an accountant. They call the next firm on the list instead.
lifetime value of a single recurring client. Missing one call could cost you years of revenue.
is what a full time receptionist costs annually, and they still can not work evenings, weekends, or holidays.
A Better Way to Handle Calls for Your Accounting Practice
Ringlii is a phone answering service built specifically for professional service firms. It answers calls professionally, collects the information you need, and notifies you instantly.
When a potential client calls your accounting firm and you can not answer, Ringlii picks up the phone on your behalf. It greets callers with a custom greeting that sounds professional and represents your practice. Callers feel attended to, not brushed off to voicemail.
Ringlii is trained on your specific firm information. It knows what services you offer, whether that is tax preparation, bookkeeping, CFO services, or audit work. When callers ask questions, Ringlii can answer based on the custom FAQ and answers you provide during setup. This means callers get accurate, helpful information even when you are unavailable.
After understanding what the caller needs, Ringlii collects their information using the custom questions you define. For an accounting firm, this might include whether they are a new or existing client, what services they need, any relevant deadlines, and contact details. You get all of this information delivered to your inbox the moment the call ends.
How Ringlii Works for Accounting Firms
Getting started takes less than 5 minutes. No technical expertise required.
Tell Ringlii About Your Practice
Start by entering information about your services. What types of accounting do you offer? Tax preparation, bookkeeping, CFO services, audit work? What questions do you need answered before you can help a new client? You customize everything so Ringlii represents your firm accurately.
You also set up your custom greeting. This is what callers hear when Ringlii answers. It should reflect the professional tone your clients expect from their accountant.
Set Up Call Forwarding
You keep your existing business phone number. When you are unavailable, simply forward calls to Ringlii. Most phone carriers make this easy to set up with a few button presses. You can forward calls all the time, only during certain hours, or just when you are unable to answer.
This flexibility means you stay in control. Answer calls yourself when you are available, and let Ringlii handle them when you are with clients, focused on complex work, or after hours.
Never Miss a Lead Again
When calls come in, Ringlii answers professionally. It can answer questions about your services, collect information from potential clients, and handle multiple calls at the same time. No more busy signals during tax season.
The moment each call ends, you receive an instant email notification with all the details. You see who called, what they need, whether they are a new or existing client, and their contact information. You also get a full transcript of the conversation so you know exactly what was discussed before you call them back.
Types of Calls Ringlii Handles for Accounting Firms
Here are real examples of calls that accounting firms receive and how Ringlii handles them.
"I need help filing my taxes this year"
Ringlii greets the caller professionally and uses your custom questions to collect information about their tax situation. It asks whether they have filed with you before, what type of return they need, and any relevant deadlines. You receive an email notification immediately with all the details.
"We need monthly bookkeeping for our company"
Business clients are high value accounts. Ringlii collects information about their company size, industry, current accounting situation, and what services they need. You receive all the details to prepare for a productive initial consultation.
"I am calling at 8 PM because I just realized I need an extension"
Many people think about their finances in the evening. Ringlii is available 24/7, so evening calls get answered professionally. The caller provides their information, and you have a lead waiting in your inbox first thing the next morning.
"I have a question about my quarterly estimated taxes"
Ringlii takes detailed messages including the caller name, phone number, and their specific question. The message is delivered to you instantly, so you can call back with the information they need when you have a moment.
"I received a letter from the IRS and I am worried"
Clients with IRS concerns need reassurance. Ringlii explains that you will review their situation and collects information about the notice they received. You can prioritize these calls and follow up appropriately.
"My friend recommended you for help with my business taxes"
Referral leads are valuable. Ringlii captures who made the referral, what services they need, and their contact information. You can thank the referring client and follow up with the new prospect promptly.
Everything You Get with Ringlii
A complete phone answering solution designed for accounting professionals.
Available 24/7
Ringlii answers calls any time of day or night. Evenings, weekends, holidays. Whenever your clients call, someone picks up.
Multiple Calls at Once
No busy signals ever. During tax season crunch, Ringlii handles multiple callers simultaneously so everyone gets through.
Trained on Your Business
Ringlii learns about your accounting services, specialties, and policies. It represents your firm professionally to every caller.
Custom Agent Greeting
Create a personalized greeting that matches your professional image. Callers hear your firm name and a polished welcome message.
Message Taking with Custom Questions
Define the questions Ringlii asks callers. Collect information about services needed, deadlines, and client status before you call back.
Custom FAQ and Answers
Add your frequently asked questions and answers. Ringlii can respond to common inquiries about your services, deadlines, and availability.
Instant Email Notifications
Get notified the moment each call ends. Receive caller details, their needs, and full call information delivered to your inbox.
Call Analytics Dashboard
Track your call volume and gain insights into when your clients call most often. Use data to improve your practice management.
Full Call Transcripts
Review complete transcripts of every conversation. Understand complex situations before you call back so you can be prepared.
Why Phone Answering Services Matter for Accounting
Trust is the foundation of accounting relationships. Clients share sensitive financial information with you because they trust your professionalism. That trust starts with the first phone call. A professional, responsive phone experience signals that you will handle their finances with the same attention to detail—the same first impression that matters for real estate professionals and salon owners.
The accounting profession has changed. Clients expect accessibility and responsiveness even from small practices. Competing with larger firms means providing comparable professionalism. A dedicated phone answering service levels the playing field without the overhead of additional staff.
Your time is valuable. Billable hours spent doing actual accounting work are more profitable than time spent answering basic phone inquiries. Ringlii handles the initial screening and information gathering, freeing you to focus on the work that requires your expertise—just like auto repair shops need to focus on repairs, not phones.
Client lifetime value in accounting is significant. One new client can represent years or decades of recurring revenue across personal taxes, business services, and referrals. The cost of missing a potential client's first call far exceeds the cost of professional phone coverage.
Why Accounting Firms Choose Ringlii Over Alternatives
See how AI phone answering stacks up against voicemail and live receptionists.
Voicemail
Free but costly
- ✗80% of callers hang up without leaving a message
- ✗Cannot answer questions about your services
- ✗Unprofessional impression for new clients
- ✗Potential clients call another accountant
- ✗No client details collected
Live Receptionist
$200-500+/month
- ✓Human answers calls professionally
- ✓Can answer basic questions
- ✗Limited to business hours only
- ✗One call at a time—overwhelmed during tax season
- ✗Expensive for solo practitioners
Ringlii AI
From $49/month
- ✓Answers every call 24/7/365—nights, weekends, holidays
- ✓Trained on YOUR accounting practice
- ✓Handles unlimited calls during tax season
- ✓Collects client needs with custom questions
- ✓Instant email notifications after every call
* 80% of callers sent to voicemail do not leave messages — Forbes / SellCell Research
What Accounting Professionals Say
“Tax season used to mean choosing between serving existing clients and answering calls from new ones. Now Ringlii handles the intake while I focus on getting returns done. I have grown my client base significantly without adding staff.”
“As a solo practitioner, I can not afford a full time receptionist but I also can not afford to miss calls. Ringlii gives my small practice the professional phone presence of a larger firm at a fraction of the cost.”
Frequently Asked Questions About Phone Answering for Accountants
How does a phone answering service work for accounting firms?
When clients call your accounting firm and you are with another client or focused on complex work, Ringlii answers immediately. It can describe your services, take detailed messages about client needs, collect contact information, and answer common questions about your specialties and availability. You receive instant notifications so you can follow up when convenient.
Can Ringlii handle tax season call volume?
Yes. Unlike a single receptionist, Ringlii handles unlimited simultaneous calls. During busy tax season when clients call about deadlines, documents, and appointments, every caller gets immediate professional attention without waiting on hold.
Is Ringlii appropriate for a professional accounting practice?
Absolutely. You customize the greeting, responses, and questions to match your firm's professional tone. Ringlii represents your practice the way you want, gathering information you need while maintaining the professional image clients expect from their accountant.
Can clients leave detailed information about their needs?
Yes. Ringlii uses custom message taking questions you define to gather details about what services clients need, whether they are new or existing clients, urgency of their request, and any specific documents or deadlines involved. You get complete information before calling back.
How does Ringlii handle calls from new potential clients?
New client calls are often your most valuable. Ringlii answers immediately, explains your services and specialties, collects their contact information and needs, and sends you instant notification. You can follow up quickly while they are still actively looking for an accountant.
What information do I get after each call?
After every call, you receive an instant email notification with the caller details and their responses to your custom questions. You also get a full call transcript so you can review exactly what was discussed. Your call analytics dashboard shows insights about your call volume and when clients are calling.
Can I review exactly what clients said on each call?
Yes. Every call includes a full transcript so you can see exactly what the client described. This is especially helpful for understanding complex situations before you return the call, allowing you to be prepared with relevant information.
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