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 toll-free
0800 number

Give your accounting or financial services business a national presence by registering a 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, 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

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

The email address to login to your client portal or mobile application is usually the same as your ReceptionHQ billing email address.  Please try entering the email address used for your ReceptionHQ invoices and if you’re still unable to login, please contact our friendly customer service team at support@receptionhq.co.nz.

A call diversion service essentially enables you to divert one phone number to another.  For example, if you want to keep your mobile phone number private, but need to use it for your business, you can advertise a business number (like a national toll-free 0800 number) and divert the calls from this number to your mobile phone.  Your callers will only ever know the advertised number and you’ll be able to see whether the incoming call is personal or business in nature.

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.

Yes, your tools are our tools. Our receptionists can take messages and book appointments in the business software you already use, including calendars and appointment scheduling tools, practice management software, customer support platforms, collaboration tools and CRMs or webforms for lead submission.  Please see the list of tools we currently support.

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

Our Australian, UK and US operations provide “follow the sun” 24/7 virtual receptionist coverage. Calls during standard office hours (and most calls after-hours) are answered by receptionists based in Australia (many of whom are Kiwis).

Yes, our receptionist can answer calls you’d usually miss.  You may be on another call or simply unable to answer because you’re busy at the time. Our receptionists will take a detailed message and send to you instantly by email or SMS. Many clients who subscribe to our service are surprised when they learn how many calls they’d been missing prior to having their calls answered by ReceptionHQ.

The most common reasons for using a call diversion service are:  1) the opportunity for your business to have a presence in another state so you are more appealing to local customers, 2) the ability to keep your mobile number private when you are operating a business from your personal phone (you can advertise a local or national number, and still receive the calls on your mobile) and 3) the ability to run several businesses with different customer facing numbers, but still have all calls answered on one number.  The MessageCentre Divert service includes a local phone number and can be set up instantly for as little as $20/month.  A call diversion service provides a very quick and cost-effective way to appear larger, start up a new business or gain an interstate or national presence.

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.


Find out more

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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.

financial-services

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