Virtual receptionists for accountancy, insurance & financial services firms

Our outsourced call answering solutions have no lock-in contracts, offering complete flexibility to scale your business during your busiest times. When you crunch the numbers, it’s incredible value-for-money.


Quality-monitored phone answering by professional receptionists who convey confidence & trust

24/7 financial services call answering

After-hours, weekends and public holidays … we answer every call so you never miss a client opportunity.

New client intake assistance

We follow your scripts to qualify your leads and ensure you only spend time on relevant enquiries.

Appointment Icon

Appointment scheduling in your tools

We seamlessly schedule appointments into your existing calendar or input them into your CRM.

Flexible overflow & holiday cover

Already have an in-house receptionist? We can answer calls when they’re busy, at lunch, on holidays or off sick.

Manage tax time or other seasonal demand

Phones go crazy at tax time? With no lock-in contracts, you can use us for your periods of peak demand.

Optional freephone 0800 number

Give your accounting or financial services business a national presence by registering an 0800 number.

How our virtual reception service works


Your tools are our tools

Our MyAssistant and MyDiary call answering services include seamless integration with the software you already use, including your preferred calendar, booking system or CRM for scheduling appointments or adding new clients.

24/7 call answering 365 days a year adds up to enormous client satisfaction

Whether you are a tax agent, accountant, bookkeeper, financial planner, capital management firm, insurance brokerage, mortgage broker, lender or any other financial services provider, your clients hate failing to reach you on the phone. Whatever time they call.

We ensure you never miss a call or opportunity, provide the best caller experience for your clients and implement strict data protection practices.

Complementary business solutions

Phone numbers

Set up virtual inbound numbers for different locations or, if you require a national presence, an 0800 number.

Automated messaging

Have voicemails instantly emailed to you to ensure no important communications are ever missed.

What our customers love

The investment in having a dedicated phone answering service which operates 24/7 is invaluable.
Frank Walmsley, Capital Commercial Business Sales
We’ve found the service to be absolutely seamless with all calls being answered on a very timely basis with instant messaging and real-time reporting.
Carole-Anne Priest, Imalia
My customers and potential customers have only ever commented favourably on the answer; I don’t think anyone has realised it’s not my own reception.
Tim Richardson, Growthpath

Trusted by more than 300 financial services businesses

FAQs

Many callers hang up when their call goes to voicemail, so you can miss out on vital conversations or leads.  Ensuring your calls are answered by a live person, increases customer satisfaction, builds loyalty and improves your opportunity to create a rapport and obtain caller details.

Live call answering also allows you to screen calls, as you can advise your receptionist to transfer or take messages for only those call types you wish to receive.  Once answered, you can see each message as it’s taken and prioritise who you will call back first.

Live call answering increases revenue through better customer connections, reduces costs as you’re not paying for a full time receptionist and helps you to be more efficient with your time.

ReceptionHQ is a subsidiary of OfficeHQ, a global virtual reception company headquartered in Australia.

ReceptionHQ receptionists are on-shore and based in the UK, so important details such as language, accents and tone naturally complement your business. While the majority of calls during standard office hours are answered locally by these UK-based receptionists, our team in Australia answers after-hours calls to provide 24/7 coverage for businesses that need it and also assisting during periods of peak demand.

Yes. This is referred to as “call overflow”.

A lot of companies require their phone calls to be answered only when they are unable to take the call themselves. For example, if you step out of the office for an hour or your in-house receptionist goes to lunch, is on leave or is busy on another call and you have multiple calls coming in at the one time.

You can set your business phone number to divert (to the unique local phone number we allocate your business during the Free Trial setup process) only when the phone rings for more than a specified period (such as after 5 rings) or if your line is busy/engaged.

In such instances our receptionists will then answer the phone as if we were in your office. You’re always in control and can relax knowing you will never miss another important call again! 

Yes.  Our receptionists are available 24/7 and you can opt-in to receive after hours live call answering on any ReceptionHQ subscription.

Without after-hours call answering turned on, our receptionists will answer your calls between 8:00am and 6:00pm on weekdays.  Outside of these standard business hours, calls will then go to voicemail and your voicemail message recordings will be emailed to you.

If you need after-hours call answering, please let us know when you sign up or contact us.

Yes, we have a dedicated team of highly experienced receptionists who can book appointments for you. The MyDiary service is ideal for professionals who depend on appointments being made and managed while they are focused on their clients.  Our receptionists can schedule and reschedule appointments, manage cancellations and even take payments in your preferred software.  We support a large number of third-party appointment booking tools and CRMs.  Please contact us for more information.

Yes, we are able to transfer calls to any staff member on any phone (landline or mobile).  With our innovative software, we can record availability preferences for each staff member and only transfer when requested.  Individual details can be updated at any time via our online client portal or mobile application.

We pride ourselves in offering ‘warm transfers’, that is, callers are always announced to you before the transfer takes place.  If you’re unavailable, or if you don’t answer the call, our receptionist will go back to your caller, let them know you’re unavailable, take a message then forward it to you.

We do not blind transfer calls (transfer unannounced) unless you request this.

Yes, messages can be sent to multiple email addresses and mobile numbers – it’s your choice.  We can also attempt to transfer calls to multiple people in sequential order.  How your calls are managed can be updated instantly via your ReceptionHQ online client portal or mobile application at any time.

Yes.  Each staff member and/or department can set their own availability status and decide whether to have their calls transferred or a message taken.  All settings can be updated individually and instantly via the ReceptionHQ client portal or mobile application.

Yes.  We are able to answer basic questions such as your location, directions to premises, fax number, website, pricing and other general questions. Depending on your plan, you can provide us with detailed call scripts or answers to FAQs to assist your callers.  Just let us know your needs and we’ll set up your account according to your preferred process.

Yes.  We don’t have a minimum contract term and you may cancel your service at any time without penalty.  We simply ask for you to let us know three days prior to your billing renewal date.  If you want to keep your account available, but stop using it for a while, we also have a pause option.  Just speak to our friendly team for more information.

Yes, we allocate an exclusive phone number to each client so our receptionists know which business the incoming call is for.  If you have an existing phone number, simply forward your calls to the number we provide.  Through your telephone provider you have the option to forward all calls, or have calls only come to us when you’re busy or there’s no answer.  We’ll answer as many or as few calls as you need.

Not at all.  Most clients already have an existing phone number which they want to continue advertising. If you already have a number, simply forward calls from your existing phone number to the unique number we provide.  We can work with any existing scenario, just ask.


Find out more

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Want to try our call answering services for free?

Put the United Kingdom’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.

Want to try our call answering services for free?

Put the United Kingdom’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.

What does the free trial include?

Our free trial is based on our MyReceptionist service, with UK-based receptionists able to take messages and transfer calls based on your availability settings.

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