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AI call answering for Accounting and payroll firms

Keep client enquiries moving through busy deadlines

Capture deadline-sensitive client requests and route them to the right adviser or payroll team.

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Accountant reviewing records at a desk

Answers grounded in your business

Office hours, client routing, document submission methods and payroll deadlines. Do not request bank details, employee records or confidential advice.

Load the approved sources your team uses. Sofie asks relevant follow-up questions, keeps the conversation focused and passes questions outside that information to the right person. Keep time-sensitive information up to date; a supplied document is not a live system connection.

Hear There247 in action

Employee missing from a pay run

A real product demonstration for accounting and payroll firms: the caller’s request, Sofie’s follow-up questions and the agreed next step.

Recording coming soon

For now, explore the written example or request a demonstration with your business details.

Two calls your team could receive

Names, addresses, product details, prices, references and masked callback numbers below are fictional. SMS and email show the same enquiry details. Your rules determine which handoff is used; warm transfers are available on Premium and Business.

Employee missing from a pay run

“Our new employee is missing from tomorrow’s pay run. Can someone help today?”

There247 asks: Which business is this for, when is the pay run due, and what’s the best callback number? Sofie also confirms the caller’s name and callback number when a handoff is needed.

Captures: Caller name, business, payroll issue, pay date, requested follow-up timing and callback number.

Next step: Send the enquiry to the payroll team for same-day follow-up under the firm’s rules.

What your team could receive

Example SMS

Riley Example at Sample Trading says a new employee is missing from tomorrow’s pay run and requests help today. Callback: 021 XXX 0039. Send the enquiry to the payroll team for same-day follow-up under the firm’s rules.

Example email

Subject: Employee missing from a pay run

Body: Riley Example at Sample Trading says a new employee is missing from tomorrow’s pay run and requests help today. Callback: 021 XXX 0039.

Follow-up: Send the enquiry to the payroll team for same-day follow-up under the firm’s rules.

Example warm introduction — if available

“Hi, this is Sofie from There247. I have Riley Example from Sample Trading on the line. A new employee is missing from tomorrow’s pay run and they need help today. Can I connect you now?”

Year-end records enquiry

“I’ve sent our year-end records. Can someone confirm whether you need anything else?”

There247 asks: Which business and reporting period is this for, and when did you send the records? Sofie also confirms the caller’s name and callback number when a handoff is needed.

Captures: Caller name, business, reporting period, submission date, enquiry and callback number.

Next step: Send the enquiry to the assigned accountant to check the records and follow up.

What your team could receive

Example SMS

Robin Example at Sample Trading sent records for the year ended 31 March on Monday and asks whether anything else is needed. Callback: 021 XXX 0040. Send the enquiry to the assigned accountant to check the records and follow up.

Example email

Subject: Year-end records enquiry

Body: Robin Example at Sample Trading sent records for the year ended 31 March on Monday and asks whether anything else is needed. Callback: 021 XXX 0040.

Follow-up: Send the enquiry to the assigned accountant to check the records and follow up.

Example warm introduction — if available

“Hi, this is Sofie from There247. I have Robin Example from Sample Trading on the line asking whether the accountant needs anything else for the year ended 31 March. Can I connect you now?”

Set up the questions and the next step

Load the right information

Office hours, client routing, document submission methods and payroll deadlines. Do not request bank details, employee records or confidential advice.

Agree the routing

Choose who receives employee missing from a pay run enquiries and who handles year-end records enquiry requests. Provide branch contacts, coverage hours and any approved escalation rules.

Test the fallback

Test an answered call, a question missing from the knowledge sources and a transfer nobody accepts. Agree what the caller hears and who follows up.

Common questions

Can There247 confirm bookings, availability or account changes?

The examples on this page capture and route enquiries. Your team confirms bookings, stock, attendance and account changes. Sofie can share approved information, including supplied prices or availability, with any relevant date or limitation.

What if the caller needs a person?

Sofie can introduce the caller to the appropriate team member under your rules. Warm transfers are available on Premium and Business. If nobody answers, use your agreed fallback and notification route.

Can we use it only when the team is busy or closed?

Yes. Agree when calls should reach There247 and configure the routing for your existing number and phone provider. Test the arrangement before relying on it.

What should stay with our authorised team?

Office hours, client routing, document submission methods and payroll deadlines. Do not request bank details, employee records or confidential advice. Keep the enquiry to the minimum needed to route it, and apply your privacy and identity-verification procedures.

Explore the call-handling options

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Try it with the calls your business receives

Tell us about your services, hours, knowledge sources and call-handling rules. We help configure and test your call handling. Your seven-day trial starts once forwarding is connected and the service is activated. Keep your existing business number and agree when There247 should answer.

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