You're looking after your clients. Cognivox answers the phone.
Give every caller a professional response, even when you're busy with accounts, meetings or client work.
Cognivox answers calls for your accountancy practice, speaks naturally with clients, understands why they're calling, handles configured enquiries and can help arrange appointments without interrupting your working day.
Every unanswered call could be a new client.
Accountancy practices can be busy environments. When you're working through accounts, meeting clients or dealing with deadlines, answering every telephone call isn't always practical.
You're with a client
Interrupting an important client meeting every time the telephone rings isn't practical or professional.
You're against a deadline
Tax returns, year-end accounts and other deadlines can make uninterrupted working time particularly important.
Your team is busy
When everyone is dealing with client work, incoming telephone calls can easily become another interruption.
The office is closed
Potential clients don't necessarily start looking for an accountant during normal office hours.
Your caller doesn't know why nobody answered.
They may simply be looking for somebody to discuss their accounts, tax requirements or new business. If nobody answers, another accountancy firm may be their next call.
Your practice can still answer when your team can't.
Cognivox acts as an AI receptionist for your accountancy practice, providing a professional first point of contact and helping callers take the appropriate next step.
Answer incoming calls
Cognivox can answer using your practice name and provide callers with a consistent professional welcome.
Understand the enquiry
New client, existing client, appointment request or general enquiry — Cognivox can establish why somebody is calling.
Help arrange appointments
Where configured, Cognivox can check availability and help callers arrange a consultation with the appropriate person.
Capture caller information
Names, telephone numbers and relevant details can be captured so your team knows who contacted the practice and why.
Cognivox handles it.
Cognivox answers using your configured business information.
Cognivox establishes the reason for the enquiry.
Caller information can be collected and configured actions performed.
Your team can remain focused on existing client work.
Your team stays focused. The enquiry still gets handled.
Here's an example of how Cognivox could handle somebody contacting your accountancy practice for the first time.
Thursday · 2:30 PM
Your team didn't have to interrupt their work. The caller still received a professional response and your practice captured a potential new client.
Give your practice a smarter front desk.
Cognivox can handle routine telephone enquiries and administrative tasks using the information, employees and services configured for your accountancy practice.
Answer calls 24/7
Give callers a professional first point of contact during busy periods and outside normal office hours.
Capture new client enquiries
Find out who is calling, what they need help with and collect the information your team needs to follow up.
Handle existing client calls
Understand the reason for a client's call and take the appropriate configured action without unnecessary interruption.
Arrange appointments
Check configured employee availability and help callers arrange consultations while they are still on the telephone.
Answer routine questions
Provide configured information about your services, office hours, locations and other general practice information.
Find the right person
Use your configured employees and departments to help determine who the caller needs to speak with.
Transfer important calls
Where configured, callers can be transferred to the appropriate person according to your practice's call-handling rules.
Capture messages
Record the caller's details and reason for contacting you when somebody needs to respond personally.
Cognivox can check availability before offering a caller an appointment.
Use the Cognivox calendar or supported calendar integrations so callers can be offered suitable consultation times based on configured availability.
A missed telephone call could mean years of lost client revenue.
Many accountancy relationships aren't one-off transactions. A new business owner looking for an accountant today could become a client for many years.
Your team is busy and a prospective client reaches voicemail or receives no immediate response.
Someone actively looking for an accountant may simply contact the next practice they find.
The enquiry can be handled immediately and the caller can take the appropriate next step.
One enquiry could become a long-term client
The value of an unanswered enquiry may extend far beyond a single telephone call.
Give clients and prospective clients a professional response even when your team is busy.
Let Cognivox handle routine calls while your team handles the accounts.
Cognivox combines natural AI conversation with your practice knowledge and configured business services to provide callers with a useful response rather than simply sending them to voicemail.
Professional call answering
Answer incoming telephone calls using your practice name and configured receptionist instructions.
Understand enquiries
Cognivox can establish why somebody is calling and collect the relevant information needed by your practice.
Use your practice knowledge
Provide answers based on the services, business information and frequently asked questions you've configured.
Book consultations
Check configured availability and help clients arrange appointments with the appropriate member of your team.
Take messages
Capture caller details and messages when somebody in your practice needs to respond personally.
Answer after hours
Continue providing callers with a professional response even when your office has closed for the day.
Your clients need your expertise. Cognivox can handle the phone.
Give clients and prospective clients a professional first point of contact while your accountants concentrate on the work that needs their expertise.
Frequently asked questions
Common questions from accountants and accountancy practices considering an AI receptionist.
Can an AI receptionist answer calls for my accountancy practice?
Yes. Cognivox can answer incoming calls to your accountancy practice, speak with clients and prospective clients and collect the information your team needs when you are busy, in meetings or otherwise unable to answer the telephone.
Can Cognivox handle enquiries about accounting and tax services?
Yes. Cognivox can handle initial enquiries about bookkeeping, accounts, payroll, tax returns and other accountancy services you provide, collecting the relevant details for your team to follow up.
Can Cognivox collect details from prospective new clients?
Yes. Cognivox can collect useful information such as the caller's name, telephone number, email address, company name and the reason they are contacting your accountancy practice.
Can Cognivox help clients arrange appointments with an accountant?
Yes. Where appointment booking is configured, Cognivox can help clients arrange consultations and meetings based on the availability and booking rules set by your practice.
Can Cognivox answer calls while our accountants are in meetings or with clients?
Yes. Cognivox can answer your business calls while your accountants are in meetings, working with clients or otherwise unavailable, helping your practice avoid missing important enquiries.
Can Cognivox answer calls outside normal office hours?
Yes. Cognivox can answer calls outside your normal opening hours, collect the caller's details and record the reason for their call so the enquiry is available for your team.
Can Cognivox work alongside our existing receptionist or administration team?
Yes. Cognivox can complement your existing team by handling calls when staff are busy, unavailable or when additional telephone coverage is required.
Can we use Cognivox with our existing accountancy practice telephone number?
Yes. Depending on your telephone setup, Cognivox can be integrated with an existing business telephone system or number.