When the phones run hot at year-end, Bea answers every call, captures new client enquiries and books consultations, so your team can keep their heads down on the work.
Handles the year-end and tax-time call spikes.
Captures enquiry details cleanly for follow-up.
Books calls with the right accountant.
Professional written summaries for your team.
Enquiries captured outside office hours.
Data handling configured to your requirements.
Every call is answered professionally, 24/7 — in a natural, friendly voice.
She listens, uses your business knowledge and responds naturally.
Captures the lead, books the job, sends an SMS or transfers the call.
Yes — Bea answers many concurrent calls, so no client hits an engaged tone.
Yes, with supported calendars, to the right accountant.
Yes, with the details you need for follow-up.
Bea is designed with privacy in mind; data handling is configured to your requirements and applicable NZ and Australian obligations.
Let Bea catch every call so your team can focus on the numbers.