It's the week before the deadline. The phone doesn't stop.
Accounting calls arrive in a spike nobody can staff for, and most of them want advice you cannot give on a first call. Callfoyer takes the entity type and the deadline, books the consultation at your published fee, and offers no opinion on anyone's return.
How it sorts an accounting call
YOUR RULES- Book
- New client, a service you offerTakes the entity type and books the consultation at your fee
- Deadline
- A filing date in the next few weeksRecords the dates and flags it at the top of your inbox
- Client
- Existing client with a document or a questionRecognises the number and applies your callback rules
- Refuse
- “Can I write this off?” · “What will I owe?”Tax advice and figures stop here, always
What accounting callers ask
Every one of them is asking for advice.
Answered from your own services and published fees, and never with tax advice.
- “Can you still file before the deadline?”
- Records the dates against your real capacity and books the consultation. It promises nobody a filing.
- “How much do you charge for a return?”
- Gives your published fee for that service, and says the scope call confirms it.
- “Can I claim my car?”
- Books the consultation. It gives no view on what is deductible, ever.
- “Do you do payroll as well?”
- Confirms which services you offer and which ones you refer out.
- “I got a letter from the tax office”
- Takes the notice type and the date on it, flags the deadline, and routes it straight to you.
- “Can I speak to my accountant?”
- Recognises an existing client, takes the message, and applies your callback rules.
Vertical-specific module
The line it does not cross
A plumbing page argues that the agent acts decisively. An accounting page has to argue the opposite: that it stops, before a throwaway sentence on the phone becomes advice somebody relied on. It already declines anything your profile doesn't cover — these are the four refusals worth writing out explicitly before you forward a single call.
Read the security notesNo tax advice, ever
Not what is deductible, not what someone will owe, not whether a deadline has passed. Write that rule and it books the consultation instead.
Promises no filing
It records the dates and your real capacity and puts the deadline in front of you. It never commits you to getting something filed in time.
Never confirms who is a client
A caller asking whether you act for someone should get a polite refusal, not a yes or a no.
Every call is a record you can check
Recording, transcript, and each action it took with its result. Our support staff can't browse accounts: opening yours creates a session that expires and is recorded against their name, and it can't reach our own staff tooling.
More industries
Other trades we've written a profile for
Twenty minutes from now
Somebody is going to call while you're reading this.
Building it is free and takes about twenty minutes — you hear it in your own greeting before you decide anything. Pick a plan and a number when you want it answering for real, and turn the forwarding off in one tap if you hate it.