Accountancy, insurance & financial services answering service
Client calls don’t stop at 5pm, and neither should your firm’s phone line. We answer every call, capture the details accurately, and get them to you fast, so no enquiry sits in voicemail.
Professional receptionists your clients
will trust from the first call
24/7 financial services call answering
After-hours, weekends, and public holidays covered, so a client with an urgent question never gets missed.
New client intake,
done right
We follow your script to qualify enquiries properly, so you only spend time on calls that are actually relevant.
Appointment scheduling in your tools
Consultations booked straight into your existing calendar or CRM, with no double handling on your end.
Flexible overflow & holiday cover
Already have a receptionist? We step in when they’re at lunch, on leave, or swamped with calls.
Built for tax-time & seasonal surges
No lock-in contract means you can scale us up for tax season and scale back down once it’s over.
Optional toll-free
0800 number
Give your accounting or financial services business a national presence by registering a 0800 number.
How a virtual receptionist service works
Set up within minutes
Tell us about your business, your preferred greeting and how you’d like us to interact with your callers. Then simply confirm who should receive messages or, depending on your plan, call transfers when they’re available.
Customer calls you
By forwarding your business phone to the unique number we provide, we’ll know when an incoming call is for you. You’ll have flexibility to send all calls to us or only unanswered calls.
We answer for you
Our friendly and professional receptionists will answer your business calls with your preferred greeting, 24/7 if you wish. Depending on your plan, we can take messages, transfer selected calls, answer FAQs, submit leads into your CRM, take orders, process payments, schedule your appointments and more.
We deliver your messages
After each call you’ll immediately receive a message by email, SMS or both (as chosen by you) including details such as the caller’s name, phone number and, of course, the reason for their call.
Why financial services firms
choose ReceptionHQ
Cover for the hours your clients actually call
Every call answered, every enquiry captured. Whatever the reason you can’t answer, someone still does.
How we can help
From routine questions to urgent client matters, every call gets the same level of care.
Instant message delivery
However the call arrives, the details land with you in real time by SMS or email, so you can call back before a lead goes cold or a client starts wondering if anyone's listening.
Why finance businesses
choose ReceptionHQ
Cover for the hours
your clients actually call
Every call answered, every enquiry captured. Whatever the reason you can't answer, someone still does.
How we help
your business
From routine questions to urgent client matters, every call gets the same level of care.
Instant message delivery
However the call arrives, the details land with you in real time by SMS or email, so you can call back before a lead goes cold or a client starts wondering if anyone's listening.
Stay in control of your reception
Stay in control of your reception
Access Anywhere
Manage your communications wherever work happens. The portal works seamlessly on your desktop, laptop or mobile so you stay connected in the office or on the move.
- Desktop & mobile compatible
- Accessible from multiple devices
- Multi user access
- Real-time updates
No extra setup or learning curve required.
Our call answering solutions
* Plus GST. Refer to Terms & Conditions.
Our call answering solutions
Compare Plans
- Fully customised greeting
- Unlimited contacts/departments
- 5 details requested
- Warm call transfers
- Advise business hours and location
- Answer common questions
- Personalised greeting
- Single contact/department
- 3 details collected
- Fully customised greeting
- Unlimited contacts/departments
- Unlimited details taken
- Advise business hours and location
- Answer common questions
- Scripted questions and responses
- Quote fees and take payments
- CRM input or submit online forms
- Outbound calling
- Fully customised greeting
- Unlimited contacts/departments
- Unlimited details taken
- Warm call transfers
- Advise business hours and location
- Answer common questions
- Scripted questions and responses
- Quote fees and take payments
- CRM input or submit online forms
- Outbound calling
- Appointment scheduling
- Diary management
* Plus GST. Refer to Terms & Conditions.
Your tools are our tools
Complementary business solutions
Complementary business solutions
Phone numbers
Set up virtual inbound numbers for different locations or, if you require a national presence, a toll-free 0800 number.
Automated messaging
Have voicemails instantly emailed to you both for convenience and to ensure no important communications are ever missed.
What our customers love
What our
customers love
FAQs
Find out more
Have questions? Please fill in your details and we'll be in touch.
Find out more
Have questions? Please fill in your details and we'll be in touch.
Want to try our call answering services for free?
Put New Zealand'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 New Zealand'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 professional receptionists able to take messages and transfer calls based on your availability settings.
Every client call matters, whatever the hour
Whether you're a tax agent, accountant, bookkeeper, financial planner, mortgage broker, insurance broker, lender, or run a capital management firm, your clients hate reaching voicemail when they call, whatever time they ring.
ReceptionHQ has been supporting Australian businesses since 2003 and New Zealand businesses since 2018. We answer as an extension of your front desk, follow your call script and send every detail to you as soon as the call ends.
Calls we handle for financial services
- Tax deadline and IRD-related questions
- New client enquiries and referrals
- Appointment and consultation bookings
- Existing client callback requests
- Mortgage, insurance, and lending enquiries
Accurate details every time
We capture what your team actually needs to act on: who called, what they need, and how urgent it is. No vague voicemail to decode, no chasing up a caller who didn't leave a number. That accuracy is what saves your team the back-and-forth.
What we can capture, based on your plan:
- Enquiry type (new client, existing client, referral)
- Preferred callback time
- Matter or account reference
- Urgency level
Accurate details every time
We capture what your team actually needs to act on: who called, what they need, and how urgent it is. No vague voicemail to decode, no chasing up a caller who didn't leave a number. That accuracy is what saves your team the back-and-forth.
What we can capture,
based on your plan:
- Enquiry type (new client, existing client, referral)
- Preferred callback time
- Matter or account reference
- Urgency level
Scale up for tax season,
Scale back down after
Tax time doesn't run on a 9-to-5 clock, and neither do the clients chasing deadlines. The phone goes quiet for weeks, then rings nonstop through March and April, and we're built to flex with that rather than charging you the same either way.
No lock-in contract means you're not paying full price in the quiet months, so you can ramp up cover for tax time and wind it back once lodgement season passes, or pause your account entirely between peaks.
Why financial services firms choose ReceptionHQ
- NZ-based receptionists briefed on your scripts
- Live answering 24/7, including holidays
- Plans that flex with seasonal demand
- 7-day free trial, no credit card required
- Customisable solutions to suit your business
Start your 7-day call answering free trial
Start your 7-day call answering free trial
Fill out the form and have our team start answering your calls within minutes.
- Instant Service Activation
- No Credit Card Required
- Professional Receptionists
- 25,000+ Happy Customers
- Plans From $19 Per Month Post-Trial
- No Long-Term Contract
Your virtual reception free trial will be based on our MyReceptionist service, the most popular of our range of call answering solutions.
By starting a free trial, you are agreeing to the Terms & Conditions.
By starting a free trial, you are agreeing to the Terms & Conditions.
Your virtual reception free trial will be based on our MyReceptionist service, the most popular of our range of call answering solutions.