"Hi, I need an accountant to do my BAS. Do you take new clients?"
Joe captures the enquiry, asks what type of entity (sole trader, company, trust), and sends you a qualified lead ready for a callback.
Send this text →Joe answers your calls and texts 24/7. Handles BAS and EOFY overflow. Captures every new client enquiry while you are in meetings, doing returns, or simply concentrating. Built for Australian accounting and bookkeeping firms.
Joe is answering as Sunshine Plumbing & Gas, a fictional business on the Sunshine Coast. Try her to see how she handles enquiries.
+61 485 067 607No registration. Real Joe. Real responses.
You are in a meeting with a client. Your phone rings. You cannot answer. The caller tries another firm. This happens dozens of times a week at most small practices.
BAS quarters and EOFY create enormous call spikes. Your staff (if you have staff) are already stretched doing the actual work. Hiring a receptionist costs $60,000-$70,000 a year before super and leave.
Virtual receptionist services charge $3-4 per call, adding up fast during busy periods. And they cannot answer accounting-specific questions like "when is BAS due?" or "do you handle trust returns?"
The result: an estimated $275,000 per year in lost revenue from missed calls. That is more than any other profession measured.
These are real enquiries accounting firms deal with every day. Try them on the demo line.
Joe captures the enquiry, asks what type of entity (sole trader, company, trust), and sends you a qualified lead ready for a callback.
Send this text →Joe handles the common question (BAS due dates), reassures the client, and flags the ATO letter to you for follow-up.
Send this text →Joe spots the urgency, captures details, and pings you immediately so you can prioritise the high-value appointment.
Send this text →There are approximately 43,000 registered tax and BAS agents in Australia. The majority are sole practitioners or firms with fewer than five staff. Most do not have a dedicated receptionist.
During BAS quarters and EOFY, inbound call volume can spike 3-4x. These are not casual enquiries. Clients calling about BAS are calling because they need help now. If nobody answers, they start looking for someone who will.
Joe knows the accounting calendar, common client questions, and your specific services. She answers professionally, captures the right details, and sends you everything you need to call back prepared.
We also build TaxBench, an AI-powered tool that converts bank CSVs into BAS-ready and EOFY-ready financial statements. Pair Joe with TaxBench and you have an AI receptionist that catches every client, plus an AI tool that speeds up the work itself.
Answers calls and texts 24/7. Captures new client enquiries. Handles BAS due date questions. Sends you qualified leads.
Upload a bank CSV. Get a BAS-ready or EOFY-ready financial statement. Categorisation, GST, and summaries handled by AI. From $29/upload.
SMS and voice on a real Australian number. Use it on your website, business cards, and Google listing.
Every text answered in seconds. Every call picked up. After-hours, weekends, BAS deadline weekends. No voicemail.
Joe asks what they need (BAS, tax return, bookkeeping), what type of entity, and captures their details. You get a ready-to-call lead.
During the busiest periods, Joe handles the volume. No missed calls, no frustrated clients, no extra staff costs.
Accepted quotes become draft invoices in Xero with one tap. Contact synced, GST handled.
Already speaking with a client? Text MUTE and their number. Joe steps back for 24 hours.
Every text and call logged in your own Google Sheet. Nothing hidden, nothing locked behind a login.
We onboard you ourselves. Your services, your specialties, your pricing. Direct line to the team that built it.
A full-time receptionist costs $60,000-$70,000 a year. Per-call virtual receptionists add up fast at $3-4 per call during BAS season. Joe is a flat monthly rate with no surprises.
Prices in AUD. GST not yet applicable.