Virtual receptionist for accountants & bookkeepers
Tax-season call volume is 3–4× baseline. Most accounting firms staff for baseline and let voicemail handle the spike. We deploy AI-led answering on the same enterprise voice stack we run for ANZ healthcare networks — built to handle peak-load call surges without dropping a single client intake.
Selected from networks we've advised across ANZ
Your June–October call volume doesn't match your June–October staffing
Inbound call volume spikes 3–4× during EOFY and BAS quarterly cycles. Voicemail catches the overflow and clients move on.
Generic answering services don't understand BAS / tax / SMSF / payroll triage — every call gets the same generic intake.
No write-back to Xero Practice Manager, MYOB Practice, CCH iFirm, Class — client intake gets re-keyed (or lost) at 9am the next day.
New-client enquiries get the same treatment as existing-client compliance queries — and the new client (with the highest LTV) is the one most likely to walk.
Surge-proof call handling that knows the difference between BAS and SMSF
Unlimited concurrent calls during EOFY surge. No queues, no overflow voicemail, no missed new-client intake.
Triaged by enquiry type: BAS, EOFY tax, payroll, SMSF, audit, new-client onboarding — each routed to the right partner or scheduled into the right consult slot.
Direct integration with Xero Practice Manager, MYOB Practice, CCH iFirm, Class — client created, intake notes attached, consult booked before the call ends.
Existing-client compliance queries answered inside the call (lodgement status, refund timing, document upload reminders) without partner involvement.
What the engagement looks like
Healthcare-grade compliance bar
Cadence's primary practice is ANZ healthcare under Privacy Act + APP. The same data-handling discipline applies cleanly to TFNs, financial data and client confidentiality.
Practice-software integrated
Xero Practice Manager, MYOB Practice, CCH iFirm, Class, BGL — direct API or middleware integration scoped before contract.
Surge-aware
Built for EOFY and BAS quarterly peaks. Unlimited concurrent capacity at a flat unit cost — no per-minute surge pricing.
Outcome bond
Pilot doesn't hit the published call-capture metrics, we refund the diagnostic fee.
Frequently asked
Can the AI handle TFN and financial data over the phone?
Yes — AU-region processing, encrypted at rest, and a documented retention policy that matches the Privacy Act / TPB obligations your firm already operates under.
What about complex tax advice queries?
The AI doesn't give tax advice — full stop. It captures the query, classifies it (BAS / EOFY / SMSF / audit), and books the right consult with the right partner. Advice stays with the registered agent.
Does it work for sole-practitioner firms?
Our typical engagement is 5+ partner / 10+ staff firms where EOFY surge actively costs you new-client intakes. Solo practitioners are usually better served by a packaged SMB product.
Does Cadence specialise in accounting, or healthcare?
Healthcare is our primary practice. We deploy the same enterprise voice stack for AU accounting and bookkeeping firms because the surge-load, intake-capture and confidential-data-handling problems map directly.
Are you a vendor or an independent advisor?
Independent advisor. We don't build the AI voice platform — we evaluate the market on your behalf, select the right vendor, and run the deployment to a published bar. No referral fees from vendors.
Is the data hosted in Australia?
Yes — every shortlisted vendor has to demonstrate AU-region hosting (or NZ for NZ clients), AHPRA-aligned consent flows and Privacy Act 1988 / APP compliance before they make our list.
Surge-proof your EOFY call volume
Two-week paid diagnostic. We benchmark your peak-period call handling, model the new-client intake leakage, and recommend the vendor that fits your practice management software and partner mix.
Book a discovery call